Trump signals to allies no immediate plans for Iran invasion
I don’t know how much anyone believes any of this. On the dawn of this war, Trump was saying they were planning for negotiations and Marco Rubio was going to the Middle…
I don’t know how much anyone believes any of this. On the dawn of this war, Trump was saying they were planning for negotiations and Marco Rubio was going to the Middle…
US Secretary of State Marco Rubio speaks after G7 meeting of foreign ministers: We had a really good meeting at G7 we expect the Iran operation to conclude at the appropriate time,…
From Jennifer Jacobs at CBS News: The Iranian response to the U.S. peace proposal is expected later today, sources familiar with the matter told Marg Brennan and me. President Trump and top…
Iran-linked hackers publicly claimed to have breached the personal inbox of FBI Director Kash Patel. They published photographs of him and his purported resume. Reuters confirmed via a Justice Dept official that…
Prelim was 55.5 Prior was 56.6 Conditions vs 57.8 prelim Expectations vs 54.1 prelim 1-year inflation % vs 3.4% prelim (prior was 3.4%) 5-year inflation % vs 3.2% prelim (prior was 3.3%)…
Yesterday, the US and Israel assassinated the leader of Iran’s navy and there are increasing signs that Iran is now taking a harder line on Hormuz. The WSJ reports that two container…
Trump tried to calm down the markets and the situation in Iran by extending his ‘deadline’ to attack Iran’s energy infrastructure by 10 days until April 6. That led to a quick…
Headlines: Oil prices extend into new highs amid weekend risk hedging as Trump’s jawboning fails The can being kicked down the road is not a good thing for markets IRGC warns that…
The Islamic Revolutionary Guard Corps (IRGC) is out delivering a warning to all ships thinking about passing through the Strait of Hormuz amid the latest “cooling period” with the US. They are…
Prior +2.3% HICP +3.3% vs +3.9% y/y expected Prior +2.5% This is the first indication that higher energy prices are starting to see an impact. The monthly inflation estimate shows a 1.0%…
Prior +1.8%; revised to +2.0% Retail sales +2.5% vs +2.1% y/y expected Prior +4.5%; revised to +4.8% Retail sales (ex autos, fuel) -0.4% vs -0.8% m/m expected Prior +2.0%; revised to +2.2%…
And so the deadline gets pushed to 6 April now. It all started with 48 hours from the past Saturday and then another supposed 5 days from Monday. This is starting to…