Iranian military threatens to halt all exports and imports in the Persian Gulf, Sea of Oman and Red Sea if the US continues its blockade

Ignore all FUD from Iran and BTFD

Trump on Fed: think rates will go lower when Warsh gets in

🚨Florida Senator Rick Scott: I think blocking the Strait of Hormuz is fine from my standpoint. If no oil ever goes to China again, and their economy is destroyed, that would be a really wonderful day for me.

The deeper objective of the Iran war was always to reduce China's energy security. Xi plans to move on Taiwan in 2027, cutting his access to cheap oil makes that move much more costly.

American diplomacy failed on Iran, Ukraine and Gaza because its diplomats are an amateur trio, veteran diplomats such as Aaron David Miller and Daniel Kurtzer say, giving Witkoff and Kushner an F and calling the administration’s diplomatic process a 'hot mess.' -Bloomberg

Bloomberg pushing JD Vance and Rubio. Full article for those who want to read it for free https://archive.ph/20260415093705/https://www.bloomberg.com/opinion/articles/2026-04-15/america-s-amateur-diplomats-are-set-up-to-fail-in-iran-talks

Trump: China is very happy that I am permanently opening the SOG. President Xi will give me a big, fat, hug when I get there in a few weeks. Doesn't that beat fighting? BUT REMEMBER, we are very good at fighting, if we have to.

Agentic AI flips CPU:GPU demand ratio in favor of CPUs

The Agentic AI era had to start before 2027. CPUs are not TSMC dependent.

Iran's foreign ministry spokesperson: Reports about ceasefire extension are not confirmed

Trump: No deal unless Iran gives up nuclear weapons

The US has not agreed to an extension of the ceasefire - Axios

This means Iran has 48h to make a deal. Bullish

US, Iran continue to engage to reach a deal - Axios

US Treasury secretary Bessent: market tells me there has been no transfer from oil prices to inflation expectations

He is not wrong, 1Y breakevens are back to where they were before the war

Hedge funds are rushing to close their short positions in US stocks at the fastest pace in over a decade

While Ben Cowen's followers keep adding more to their Bitcoin shorts

Fed's Hammack: inflation expectations look reasonably well contained; It's not clear right now what AI will do to economy; amid threats to Fed, focused on doing job

Please work harder, AI is a deflationary black hole. Every Fed official should know this by now

Tether leads $134M investment in Stablecoin Development Corporation (SDEV) to accelerate mainstream stablecoin adoption.

Starbucks customers can now customize, order drinks via ChatGPT

Starbucks baristas to file a class action suit over third party harassment. This is how NOT to use AI lmao

IMF: Credible, well-sequenced fiscal adjustment is urgently needed across all country groups.

Ondo tokenized stocks and ETFs launch on Deutsche Börse backed 360X platform for Clearstream-enabled custody, settlement, and collateralization for institutional workflows across the EU and EEA.

This means an institutional bank in Germany or France can hold Ondo tokens, or use them as collateral, in the same way they hold traditional government bonds or stocks. Bullish ONDO.

Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.

Chicago Federal president Austan Goolsbee says public may 'misinterpret' price rises as persistent - FT

Golsbee: If we're going to have high oil prices, we may start seeing consumer inflation expectations rising notably

Golsbee is a non voter but this is a good read for 2026. Consumer inflation expectations will go up, yet the Fed will still cut to fuel the AI led productivity boom.

🚨US and Iran are weighing a two week extension of their ceasefire