HORMUZ TRAFFIC SURGES AS IRAN TIGHTENS CONTROL

Strait of Hormuz traffic has hit its highest level in weeks, with 21 ships crossing over the weekend as countries strike deals with Iran for safe passage.

Despite the uptick, volumes remain far below pre-war levels. Iran continues https://t.co/pUgF0thtTi
(@WalterBloomberg)

ATTACK ON TWO UTILITIES COMPANIES IN ASSALUYEH HAVE CUT OFF ELECTRICITY SUPPLY TO PETROCHEMICAL UNITS - TASNIM
(@WalterBloomberg)

OIL & DIESEL: THE NEW “BLACK GOLD”?

Jefferies says oil markets are mispriced and raised long-term forecasts, citing tighter supply and rising geopolitical risk.

New targets: WTI ~$70–$82, Brent ~$75
Supply is constrained (millions of barrels offline), but reserves and storage https://t.co/49LdSn3Q8Y
(@WalterBloomberg)

PRESIDENT’S APRIL 6 SCHEDULE: EVENTS & BRIEFINGS

🔸8:00 AM: Executive Time (closed press)
🔸9:00 AM: Pool Call Time
🔸10:00 AM: Easter Egg Roll with First Lady (South Lawn)
🔸1:00 PM: Press Conference (on camera)
🔸2:30 PM: Policy Meeting (closed press)
🔸3:30 PM: Passover
(@WalterBloomberg)

MARKET NOW EYES $150+ BY YEAR-END

Prediction markets are turning bullish on oil, with WTI now forecast around $148, up sharply in recent weeks.

Momentum has been building steadily since mid-March, with prices pushing toward the $150 level—signaling rising expectations of https://t.co/RxLVFYagZM
(@WalterBloomberg)

$MSTR STACKS MORE BITCOIN, HOLDINGS NEAR 767K BTC

🔸 MicroStrategy bought 4,871 BTC for ~$330M (~$67.7K each).

🔸 Total holdings now: 766,970 BTC acquired for ~$58B (~$75.6K average).
(@WalterBloomberg)

$TSLA - TSLA BUY REITERATED DESPITE DELIVERY MISS

Tesla remains a Buy at Canaccord Genuity, with a $420 price target, after Q1 deliveries (~358K) slightly missed estimates.

Analyst George Gianarikas sees improving EV demand driven by higher gas prices and rising used Tesla
(@WalterBloomberg)

CITI SEES FED RATE CUTS BEGINNING SEPTEMBER VS JUNE PREVIOUSLY
(@WalterBloomberg)

🚨 U.S. OFFICIAL: 45‑DAY IRAN CEASEFIRE PLAN STILL JUST AN IDEA

A White House official told an Axios reporter that the proposed 45‑day ceasefire between the U.S. and Iran is “one of many ideas” being discussed and that the president has not signed off on it.”
(@WalterBloomberg)

IRAN'S FARS NEWS AGENCY SAYS PETROCHEMICAL COMPLEX AT IRAN'S MARVDASHT ATTACKED BY US - ISRAEL
(@WalterBloomberg)

WHITE HOUSE SAYS TRUMP HASN'T SIGNED OFF ON CEASEFIRE PLAN

WHITE HOUSE ON POTENTIAL CEASEFIRE PLAN: ONE OF MANY IDEAS
(@WalterBloomberg)

🚨 NO CUTS IN 2026?

Markets now price zero Fed rate cuts as the most likely outcome, with odds rising sharply.

Wells Fargo has also shifted, now expecting no cuts in 2026, reversing its prior call for two.

"WELLS FARGO INVESTMENT INSTITUTE EXPECTS US FED TO KEEP INTEREST RATES https://t.co/NQIoCKNkvv
(@WalterBloomberg)

CTAS STILL SELLING—$51B DOWNSIDE RISK

Bank of America says commodity trading advisors (CTAs) remain net sellers in equities and bonds, keeping pressure on global markets.

Despite a recent rally, positioning isn’t fully bearish yet—slower models still hold longs, while faster
(@WalterBloomberg)

SUPPLY CHAIN STRESS HITS 2023 HIGHS

NY Fed data shows supply chain pressures rose in March to the highest level since early 2023.

The index climbed to 0.68 (from 0.54)—above normal but still far below the 2021 peak of 4.49 during the pandemic.
(@WalterBloomberg)

🚨 *IRAN CONVEYS REPLY TO US PROPOSAL ON WAR END TO PAKISTAN: IRNA
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IRANIAN TV IRNA SAYS IRAN'S REPLY CONSISTS OF TEN CLAUSES
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🚨IRAN REJECTS A CEAESFIRE IN REPLY TO US VIA PAKISTAN: IRNA
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🚨 IRAN'S RESPONSE SHOWS TEHRAN REJECTING CEASEFIRE AND EMPHASIZING NECESSITY OF PERMANENT END TO WAR - IRNA
(@WalterBloomberg)

*IRAN DEMANDS PERMANENT END TO WAR IN REPLY TO US: IRNA
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IRAN'S RESPONSE CONSISTS OF TEN CLAUSES, INCLUDING AN END TO CONFLICTS IN REGION, PROTOCOL FOR SAFE PASSAGE THROUGH STRAIT OF HORMUZ, LIFTING OF SANCTIONS, AND RECONSTRUCTION - IRNA
(@WalterBloomberg)

🚨 YEMEN'S IRAN-ALIGNED HOUTHIS SAY THEY CARRIED OUT AN ATTACK AGAINST ISRAEL ON MONDAY
(@WalterBloomberg)