Axiom Markets | Energy & Macro

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Axiom Markets | Energy & Macro

Axiom Markets | Energy & Macro

@AxiomMarkets

Market insights · Macro & geopolitics · Tracking what moves price before it moves. Daily analysis ↓

เข้าร่วม Nisan 2026
37 กำลังติดตาม129 ผู้ติดตาม
ทวีตที่ปักหมุด
Axiom Markets | Energy & Macro
Citadel's Griffin says recession is unavoidable if Hormuz stays shut. Meanwhile the Nasdaq just ripped 10 straight green days and the S&P is about to print a new ATH. The ceasefire expires April 22. One side of this trade is about to get destroyed.
Axiom Markets | Energy & Macro tweet media
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zerohedge
zerohedge@zerohedge·
*WTI OIL DOWN OVER 5% ON REPORT US MULLS UNFREEZING IRAN FUNDS
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Polymarket
Polymarket@Polymarket·
BREAKING: Second round of U.S.-Iran peace talks reportedly expected in Pakistan this Sunday.
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Axiom Markets | Energy & Macro
🚨 BREAKING: TRUMP OFFERS IRAN $20B CASH-FOR-URANIUM DEAL (AXIOS) Same movie. Different wrapper. War → "peace deal" → cash out the door → dollar weaker → gold bid. 2015: Obama sent Iran up to $150B. Result ? They pocketed it. Centrifuges kept spinning. Fast-forward 10 years, we're bombing the same facilities. Real question: does Iran sign? And if they sign, do they actually stop? History says no. Twice.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: S&P 500 futures surge to a new record high on reports of a second round of US-Iran peace talks. This puts the index over +12% higher since the March 30th low. A massive short squeeze is underway.
The Kobeissi Letter tweet media
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unusual_whales
unusual_whales@unusual_whales·
27% of Americans have never used AI, per Quinnipiac.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: A second round of US-Iran peace talks are expected in Pakistan this weekend, likely on Sunday, per Axios. US oil prices are falling below $90/barrel on the news.
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unusual_whales
unusual_whales@unusual_whales·
"US job market is signaling that a recession is already underway," per Mark Zandi of Moody's, in BI
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zerohedge
zerohedge@zerohedge·
Nasdaq will be up 13 days in a row today
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NoLimit
NoLimit@NoLimitGains·
What do you call this pattern?
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unusual_whales
unusual_whales@unusual_whales·
AI's labour market with most exposed jobs that AI can perform:
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Bitcoin rises above $76,000 and hits its highest level in 10 weeks.
The Kobeissi Letter tweet media
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
TRUMP SIGNALS FLEXIBILITY IN IRAN TALKS Reports citing a senior Gulf official say U.S. President Donald Trump may offer new concessions in negotiations with Iran. The official added that Trump is serious about the talks and aims to resolve the issue.
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Axiom Markets | Energy & Macro
@arihiraaibi We'll see, for now taking long-duration trades is complicated. Our view is that macro is extremely volatile with the ongoing conflicts and the Fed's uncertainty. We'll be analyzing it day by day.
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arihiraaibi
arihiraaibi@arihiraaibi·
@AxiomMarkets Meh. Markets will shrug. Even if a "crash/stagflation/correction/insert-fear-here" Big money will buy Retail will be liquidity Those prepared will grow wealth exponentially like before Those unprepared will play blame game New ATH eventually as ATLs do not exist for the market.
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Axiom Markets | Energy & Macro
🚨POWELL HAS A PROBLEM🚨 Oil is at $95. CPI is about to rip. His successor gets named in weeks. He can't cut rates — inflation will explode. He can't hike rates — the market will crash. He can't do nothing — the credibility of the Fed dies. This is the trap. And there's no way out.🧵⬇️
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Axiom Markets | Energy & Macro
@FirstSquawk We don't think Hezbollah will be disarmed, and watching intraday markets to catch the current trend, position trading is very hard currently, in our view.
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First Squawk
First Squawk@FirstSquawk·
ISRAEL'S DEFENSE MINISTER KATZ STATES HEZBOLLAH WILL BE DISARMED SOUTH OF THE LITANI RIVER EITHER POLITICALLY OR MILITARILY ONCE THE CEASEFIRE ENDS.
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Axiom Markets | Energy & Macro
@ther_rag IMO, Trump took Venezuela to prevent China from easily sourcing oil, and the same logic applies to Iran. I don't know what you think about it, but it's still pretty strange that he's trying to weaken all of China's partners and nobody is talking about it.
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Ther_rag
Ther_rag@ther_rag·
@AxiomMarkets Trump doesn't want to find a solution. He wants EVERYONE to buy his stolen Venezuelan oil.
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Axiom Markets | Energy & Macro
Bloomberg: U.S.–Iran deal could take up to 6 months. Market implications: → Oil: risk premium stays bid. No quick de-escalation means every Hormuz headline is a spike. Dips get bought. → Equities: overhang on risk assets. NQ/SPX can grind higher, but any tanker incident caps upside and fuels vol.
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NoLimit
NoLimit@NoLimitGains·
“It’s only a loss if it’s realized.” Well, if you haven’t sold, you haven’t made money either. Goes both ways.
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Axiom Markets | Energy & Macro
Oil prices are far more driven by developments in the Middle East conflict than by Fed interventions. Ceasefire discussions and hopes for an end to the war are the main catalyst behind the drop in oil prices, however, this can reverse very quickly. The last few days have not been simple, with all of Trump's lies.
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Refusenik
Refusenik@Refusenik6969·
@AxiomMarkets Who do you think is smashing oil prices down? The Fed is doing it to keep inflation low.
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