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.
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🚨 *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
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*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
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🚨 YEMEN'S IRAN-ALIGNED HOUTHIS SAY THEY CARRIED OUT AN ATTACK AGAINST ISRAEL ON MONDAY
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🚨 YEMEN'S HOUTHIS SAY ATTACK WAS CARRIED OUT WITH IRAN'S REVOLUTIONARY GUARDS AND LEBANON'S HEZBOLLAH
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🚨 IRAQ CAN RESTORE OIL EXPORTS TO 3.4 MLN BARRELS PER DAY WITHIN A WEEK IF HORMUZ SHIPPING RESUMES, BASRA OIL COMPANY MANAGER SAYS
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IRAQ OIL AT RISK—EXPORTS DEPEND ON HORMUZ

Iraq says it could restore oil exports to 3.4M bpd within a week if Strait of Hormuz shipping resumes—but no security assurances have been received.

Meanwhile, drone attacks on southern oilfields, including Rumaila, have severely
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HASSETT: TRUMP VIEWS INCREASED GAS PRICES AS TEMPORARY -CNBC INTERVIEW
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🚨 TRUMP ON IRAN: TUESDAY IS FINAL DEADLINE
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HASSETT: FED SHOULD BE ABLE TO LOWER RATES
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TRUMP ON IRAN: NOT GOOD ENOUGH
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TRUMP ON IRAN: UK HAS A LONG WAR TO GO
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TRUMP ON IRAN: WAR COULD END VERY QUICKLY IF THEY DO THE THINGS THEY NEED TO DO
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HASSETT: EXPECT FED TO LOWER RATES ONCE WARSH GETS THERE
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TRUMP ON IRAN: PEOPLE U.S. IS NEGOTIATING WITH ARE REASONABLE AND NOT AS RADICALIZED
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TRUMP REITERATES IRAN CAN NOT HAVE A NUCLEAR WEAPON
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🚨 TRUMP ON IRAN: IF I HAD MY CHOICE I WOULD TAKE THE OIL
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