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🇺🇸 Macro USA:

Consumer Price Index
(CPI; March):

• m/m: 0.9% (forecast: 0.3%; prior: 0.2%)
• y/y: 3.3% (forecast: 3.4%; prior: 2.4%);
• Core CPI (y/y): 2.6% (forecast: 2.7%; prior: 2.5%).


💪 t.me/FinancialWorldUpdates

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🇺🇸 US gas prices saw their biggest jump in CPI data since 1967.


💪 t.me/FinancialWorldUpdates

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A "miraculous" trade that anticipated a 15% drop in crude oil has led to new restrictions in Washington. Just before the US announced a ceasefire with Iran, over half a billion dollars in oil futures changed hands.

The Fallout:

• Trading Ban: White House staff are prohibited from using non-public info for futures bets.
• The Catalyst: A $500M short position opened 60 seconds before the news.
• Investigation: Officials are looking for the source of the leak.


💪 t.me/FinancialWorldUpdates

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🇺🇸 U.S. energy inflation soars +10.9% in March, the biggest monthly increase since 2005.


💪 t.me/FinancialWorldUpdates

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Trump tells Iran that they "have no cards" other than the Strait of Hormuz.


💪 t.me/FinancialWorldUpdates

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🇵🇰 Pakistan's Prime Minister says U.S. and Iranian leaders will begin talks tomorrow in Islamabad.


💪 t.me/FinancialWorldUpdates

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🚨 Cloudflare lost over $9 billion in market cap after Anthropic announced its new AI cybersecurity model.


💪 t.me/FinancialWorldUpdates

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🇵🇰 Pakistan says US and Iran expected to hold direct face-to-face talks soon as both delegations arrive in Islamabad.


💪 t.me/FinancialWorldUpdates

TRUMP:

"We have more oil than the next two largest oil companies combined."


💪 t.me/FinancialWorldUpdates

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🇨🇳 China to halt sulfuric acid exports starting in May.


💪 t.me/FinancialWorldUpdates

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🇺🇸 US has discussed unfreezing Iran’s overseas assets, including $6 billion held in Qatar, with Pakistani mediators, per FT.

The $6 billion in Iranian funds now held by Qatar have been frozen since 2018.


💪 t.me/FinancialWorldUpdates

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🇸🇦 Saudi Arabia fully restores East-West oil pipeline, bypassing the Strait of Hormuz and pumping 7,000,000 barrels per day.


💪 t.me/FinancialWorldUpdates

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🇺🇸 Trump announces the U.S. will blockade all ships in the Strait of Hormuz, as Polymarket odds of oil hitting $110 in April stand at 52%.


💪 t.me/FinancialWorldUpdates

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🇺🇸 Trump says stock market has not declined significantly since the war.


💪 t.me/FinancialWorldUpdates

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🚨🚨 Google search interest for "price of oil" spiked to its highest level on record in data going back to 2004.

This exceeds the 2022 Russia-Ukraine war and 2008 Financial Crisis peaks by +300%.


💪 t.me/FinancialWorldUpdates

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🚨 "Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz." - President Donald J. Trump


@PoliticFinance 🥻