White House on Iran ceasefire extension: Trump has not set a deadline; rebuffs 3-5 day timeline

Iran-US talks in Pakistan may see breakthrough in preparations "Tonight or tomorrow" - Iranian diplomatic source

Investors price almost 60 basis points of Bank of England rate hikes in 2026 (Monday: 30 bps) - OIS curve

Investors are overestimating the likelihood of rate hikes this year. Fed's agenda for 2026 is to run it hot and BoE will play along.

Yardeni: Kevin Warsh agrees with us that technological innovations (especially AI) are boosting productivity, which means the economy can grow faster without inflationary consequences. Fed models should be updated to account for the fact that this increased output can allow for lower interest rates without triggering an inflation spike.

Now even Yardeni is pushing the AI led productivity boom thesis. Wall St will catch up fast with the 2026 reflation trade and everything will explode.

EU countries adopted 20th package of sanctions against Russia

On Tuesday, Russia adopted a crypto bill to use crypto to bypass sanctions

Stanley Druckenmiller, the macro mentor to Warsh and Bessent, speaking about China in 2023: If I'm right on Xi that makes me even more fearful of military action because that's when dictators become more dangerous when they have got to divert attention from the immediate problem.

China’s GDP deflator has been negative for 12 consecutive quarters since 2023.

You have 6-9 months to make enough money before everything comes crashing down when China moves on Taiwan in 2027 and Warsh responds with QT and rate hikes.

Russia and China held a secret meeting today on the sidelines of the BRICS summit in New Delhi regarding the situation in the Middle East - IRNA

Tether freezes 344M in USDT on Tron in its largest asset freeze to date, reason undisclosed

Chinese vice premier He Lifeng met with Blackstone CEO; China welcomes Blackstone, other foreign Cos., He Lifeng says

Reports claiming Iran collected Hormuz fees in cryptocurrency are incorrect - Fars News

Tom Lee's Bitmine has staked an additional 93,600 ETH valued at $218M over the past hour, bringing the firm's total staked balance to 3,489,469 ETH, currently worth approximately $8.13B.

Iran received hard currency payment for Hormuz toll - Iran Central Bank

JPMorgan says DeFi exploits and flat growth continue to deter institutional adoption, citing persistent hacks and stagnant inflows

Iran's foreign ministry spokesman: we are not seeking to manufacture a nuclear bomb from the stockpile of highly enriched uranium, and if we wanted to, we would have done so

The American Bankers Association is demanding 60 extra days to comment on rules tied to the GENIUS Act stablecoin bill

KPMG to fire 10% of US audit partners - FT

KPMG is leaning heavily on AI

Iranian foreign ministry spokesman: transporting highly-enriched uranium is not an option; reducing its concentration is a viable option

Trump said he is under no pressure to end the Iran conflict, rejecting media claims and insisting he will act only on his own timeline.

The Iran war is complicating US plans for a Taiwan conflict, with officials warning that fully rebuilding some military stockpiles could take up to 6 years. - WSJ

The US has expended over 1,000 Tomahawk missiles and up to 2,000 air-defense interceptors in the Iran war, with replenishment potentially taking up to six years, officials said. Some warn this could constrain near-term Taiwan contingency plans, while others dispute readiness concerns. Adm. Samuel Paparo told Congress, "I don't see any real cost being imposed on our ability to deter China." Mark Cancian of the Center for Strategic and International Studies said, "It's going to be years before we can rebuild those inventories."