Axiom Markets | Energy & Macro
561 posts

Axiom Markets | Energy & Macro
@AxiomMarkets
Market insights · Macro & geopolitics · Tracking what moves price before it moves. Daily analysis ↓

🚨 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.

🚨 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.





🚨 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.

🚨 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.

🚨 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.











We had a great first week in The Assembly. We weren’t kidding when we said we’re building the best financial community in the world. More to come 🫡






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.













