Bull Case
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The US has offered Iran talks, and Tehran is currently considering this possibility, according to the Iranian foreign minister - Reports
Marine Traffic noted that a large cruise ship, linked to a Russian steel industry billionaire who is under sanctions, passed through the Strait of Hormuz over the weekend - Iran International
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The US has offered Iran talks, and Tehran is currently considering this possibility, according to the Iranian foreign minister - Reports
Trump is requesting negotiations because the US has not achieved any of its objectives, and we are looking into that request - Iran's Foreign Minister Aragchi
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IMO chief: military solution for the Strait of Hormuz will not be long-lasting

IMO = International Maritime Organization
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Washington has not yet responded to the new Iranian proposal - WSJ citing officials
Trump discussed new Iran proposal with national security aides - White House
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Trump discussed new Iran proposal with national security aides - White House
White house: you will hear from Trump soon about Iran (30 min ago)
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White house: you will hear from Trump soon about Iran (30 min ago)
White House: look forward to working with senate on Warsh confirmation (30 min ago)
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White House: look forward to working with senate on Warsh confirmation (30 min ago)
White House: Trump will be satisfied once Warsh confirmed (30 min ago)
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Western Union to launch Solana based stablecoin USDPT next month, with 'Stable Card' planned for global consumers. USDPT will replace the SWIFT network Western Union currently uses to settle with its agents.
The Israel Capital Market Authority approved a framework for country's first shekel-pegged stablecoin today, to be issued by licensed crypto firm Bits of Gold. The token will be backed 1:1 by the Israeli shekel, with reserves held in segregated accounts inside Israel
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Rep. Begich plans to revive a Strategic Bitcoin Reserve bill under a new name to codify Trump's executive order.
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🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
US IPOs have raised just $14B so far this year, against a projected $160B in total proceeds for 2026 - Goldman Sachs

2026 is 2021 on steroids. The biggest melt up in financial history lies ahead of us.
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Democrats are planning to force another vote Tuesday on a War Powers resolution to end US military operations against Iran. Under the War Powers Resolution, military action without Congressional authorization is generally subject to a 60-day deadline, though how strictly that requirement applies is legally contested.
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Trump and the national security team are skeptical of Iran's proposal - US officials
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Democrats are planning to force another vote Tuesday on a War Powers resolution to end US military operations against Iran. Under the War Powers Resolution, military action without Congressional authorization is generally subject to a 60-day deadline, though…
US President Donald Trump convened his national security team to assess Iran's proposal to end the conflict and reopen the Strait of Hormuz. The White House said Trump will respond "very soon," reiterating red lines including preventing Iran from developing a nuclear weapon. A ceasefire agreed around April 7 risks collapsing without new talks. Iran has signaled openness to an interim deal tied to lifting a US blockade, but insists on retaining some control over strait shipping, a condition Washington is unlikely to accept.
Bank of Japan Governor Ueda: The situation in the Middle East remains opaque. Depending on the situation in the Middle East, the outlook for the economy and prices could change significantly. Japan's economy in 2026 is expected to recover gradually, but there is also a possibility that growth could slow due to the impact of the Middle East situation.
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The Bank of Japan has kept its benchmark interest rate unchanged at 0.75% following a two day monetary policy review meeting despite record dissent
Same story all over the globe: CenBank officials want to hike but CenBank leadership stalls because they have been instructed to run it hot and hold off any hikes until 2027
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Same story all over the globe: CenBank officials want to hike but CenBank leadership stalls because they have been instructed to run it hot and hold off any hikes until 2027
China's central bank guides banks to boost lending in April - sources

Chinese year-on-year growth rate for outstanding loans dropped to 5.7% in Q1 2026. In February 2026, new increased household long-term loans in China (primarily mortgages) hit a record monthly low of -181.5 billion RMB (-$25bn). People were paying back more in mortgages than the banks were lending out in new ones.
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