🚨IMF's Georgieva: price shock from war in Middle East will inflict a toll for some time to come

But CBs shouldn't rush to hike rates (she said that yesterday).
In other words, run it hot.
Risk assets will fly.
Melt up.

IMF's Georgieva: Strong growth is the best shock absorber for the world.

Run it hot

US government moves $9B in Bitcoin linked to Bitfinex hack

Fed's Waller: cautious about the need to lower interest rates in the near term, due to the energy shock triggered by war in Iran

Waller sounding like an ECB official. Warsh will fix him

French Finance Minister calls for more euro-denominated stablecoins and urged EU banks to explore tokenized deposits like the ones in the South Korean pilot

US considers releasing $6B in frozen Iranian assets as first phase of possible $20bln deal to end war with Iran - NYP source

Around 20 ships are seen moving from the gulf towards the exit via the Strait of Hormuz - ship tracking data

This April stocks are experiencing the second fastest rally in history. They went from oversold to overbought in just 11 days -Bloomberg

2026 is 2021 on steroids, read the final paragraph of the bull thesis we shared the first week of February. We're headed much higher

US eyes Monday talks with Iran in Pakistan - WSJ

Fed's Waller: Some of low-hire and low-fire job market is related to firms dealing with tariffs.

And high rates

Iran's enriched uranium will not be transferred to any place under any circumstance. Just like Iran’s soil is considered sacred to us, this matter is also sacred to us. - Foreign Ministry Spokesperson

Maybe Trump proposed to tokenize it and transfer uranium tokens to Trump's digital wallet?

It must be emphasized again that the Strait of Hormuz will never return to the pre-war situation. Tweet writing errors [by Iran's foreign minister Aragchi] on the one hand and Trump's tweeting delusions on the other will not change the situation. - Iran State Media

Only trust what Trump says. State media will never admit any important concessions

US stock market has now added over $7.5 trillion in market value since the 30th of March.

China offers to take Iran's stockpile of enriched uranium as part of agreement to end war

Negotiation teams from Iran and US are expected in Islamabad on Tuesday for the final round before Trump makes his appearance to sign a deal on Wednesday or Thursday in Islamabad - Pakistani source

Regional source: There are communication challenges with Mojtaba Khamenei in the shadow of the US-Iran negotiations. Optimistic that the ceasefire will be extended.

He hides in a cave and communicates with mail pigeons

Iranian officials suspect US could attack before ceasefire ends on Tuesday night - Axios

Iran believes it is being misled by the US and is on the "verge of a new round of escalation," - Al Jazeera

Trump: the concept of the deal is done. I think we have a very good chance to get it completed

🚨Today, an Iranian delegation of 17 people arrived at the Serena Hotel in Islamabad. Ghalibaf and Araghchi will come. - Saudi source