Trump says Iran meeting could be on weekend; Netanyahu confirms Lebanon ceasefire
Iran’s agreed they won’t have a nuclear weapon If there’s no deal with Iran, fighting will resume We have a lot of agreement with Iran Iran has agreed to give us back…
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Gulf and European officials expect the US to take six months for an Iran deal
A newswire report is just out talking about a six month timeline for an Iran deal, citing Gulf and European officials. It’s worth highlighting that the original JCPOA took two years to…
Trump announces Isreal and Lebanon ceasefire
This isn’t a big surprise given the leaks all week but it’s still progress and a great signal that the US and Iran are on track: I just had excellent conversations with…
Anthropic releases Opus 4.7 drops but the real ‘Mythos’ is still behind the glass
If you’ve been using AI lately, you know the discourse. It’s been a frustrating few weeks for the power users and there’s a growing chorus on Reddit and X that the latest…
US March industrial production -0.5% vs +0.1% expected
Prior was +0.2% (revised to +0.7%) Manufacturing output -0.1% vs +0.1% exp Prior manufacturing output +0.2% (revised to +0.4%) Capacity utilization 75.7% vs 76.3% prior The revisions essentially sterilize the miss here.…
Israel preparing to halt Lebanon combat operations – report
There was a report from Iranian media two days ago that a ceasefire was hours away and that turned out to be not true. Note that this one is from Haaretz, which…
investingLive European markets wrap: No rocking the boat just yet
Headlines: Markets continue to keep the faith awaiting more positive US-Iran developments After 5 months, the Nasdaq finally hits a new record high amid US-Iran deal optimism Netflix earnings is tonight. Are…
US April Philly Fed business index +26.7 vs +10.0 expected
Prior was +18.1 Details: New orders 33.0 vs 8.6 prior Shipments 34.0 vs 22.2 prior Unfilled orders -10.2 vs -4.7 prior Delivery times 1.7 vs 18.9 prior Inventories -1.9 vs 1.4 prior…
US initial jobless claims 207K vs 215K expected
Prior was 219K (revised to 218K) 4 week moving average of initial jobless claims 209.75K versus 209.5K last week Continuing claims 1818K vs 1810K expected Prior week 1794K (revised to 1787K) This…
Eurozone March final CPI +2.6% vs +2.5% y/y prelim
Prior +1.9% Core CPI +2.3% vs +2.3% y/y prelim Prior +2.4% More to come.. This article was written by Justin Low at investinglive.com.
Italy March final CPI +1.7% vs +1.7% y/y prelim
Prior +1.5% HICP +1.6% vs +1.5% y/y prelim Prior +1.5% The jump in Italy’s headline inflation is not as profound as elsewhere in the region. However, it still reflects the same characteristics…
Senior Iranian Official: Fundamental disagreements continue over nuclear issues
Pakistani army chief trip to Iran helped reduce differences in some areas After the trip, there are greater hopes for extending the ceasefire and holding a second round of talks Fundamental disagreements…