US 4Q FINAL GDP +0.5% VS PRELIM GDP +0.7%
(@WalterBloomberg)

*US FEB. CORE PCE PRICE INDEX RISES 3.0% Y/Y; EST. +3.0%
*US FEB. PERSONAL SPENDING RISES 0.5% M/M; EST. +0.6%
*US FEB. CORE PCE PRICE INDEX RISES 0.4% M/M; EST. +0.4%
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*US JOBLESS CLAIMS 219,000 IN APRIL 4 WEEK; EST. 210K
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🚨 IRAN WILL ALLOW NO MORE THAN 15 VESSELS PER DAY TO PASS THROUGH THE STRAIT OF HORMUZ UNDER THE CEASEFIRE AGREEMENT, TASS CITES A SENIOR IRANIAN SOURCE
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IRAN'S DEPUTY FOREIGN MINISTER SAYS OUR DELEGATION WILL HEAD TO PEACE TALKS IN ISLAMABAD - FARS
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IRAN'S DEPUTY FOREIGN MINISTER SAYS U.S. MUST STOP ISRAELI ATTACKS ON LEBANON - FARS
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IRAN'S DEPUTY FOREIGN MINISTER SAYS ANY PEACE IN THE REGION MUST INCLUDE LEBANON, THE COMING HOURS ARE VERY CRITICAL - FARS
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🚨 IRAN'S DEPUTY FOREIGN MINISTER SAYS IRAN WAS ON THE VERGE OF RESPONDING TO THE CEASEFIRE VIOLATION LAST NIGHT, BUT PAKISTAN INTERVENED
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ISRAELI MILITARY ISSUES EVACUATION WARNING FOR BEIRUT'S SOUTHERN SUBURBS AHEAD OF POSSIBLE ATTACK -STATEMENT
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HORMUZ STILL BLOCKED AS IRAN ASSERTS CONTROL

Ship traffic through the Strait of Hormuz remains largely frozen despite a fragile US-Iran ceasefire. Only a handful of Iran-linked vessels are moving, far below the usual ~135 daily transits.

Iran is tightening control by https://t.co/T0jSI2acKA
(@WalterBloomberg)

*OIL PRICES EXTEND GAINS, MAY WTI FUTURES RISE ABOVE $100/BBL
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TRUMP BLASTS NATO ALLIES AGAIN

President Trump renewed criticism of NATO, accusing European partners of failing the U.S. during the Iran conflict.

In a Truth Social post, he said NATO only responds under pressure and called the alliance “very disappointing.” After meeting NATO
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HOUTHI LEADER SAYS OPERATION WILL ESCALATE, WITH POSSIBLE SURPRISE ACTIONS ALIGNED WITH DEVELOPMENTS ON THE GROUND
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HORMUZ STILL BLOCKED AS IRAN ASSERTS CONTROL

~55% chance traffic normalizes before July 1.

Flows remain far below normal (~135/day), with Iran reportedly capping transit at 15 vessels/day under the ceasefire.

Tankers are waiting or turning back as access requires military https://t.co/tGmMiDswuQ
(@WalterBloomberg)

US LACKS CLEAR LEAD ON LEBANON AS CEASEFIRE STRAINS

Fighting between Israel and Hezbollah is putting the Iran ceasefire at risk—yet no senior Trump administration official is clearly in charge of the Lebanon file, according to an Axios reporter.
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SPOT GOLD RISES 1% TO $4,761.64/OZ
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🚨 GERMANY'S MERZ SAYS OIL PRICES COULD RISE FURTHER FROM FEBRUARY LEVELS
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GERMANY'S MERZ SAYS THERE ARE NO PLANS TO RESTRICT THE USE BY US FORCES OF THEIR BASES IN GERMANY
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GERMANY'S MERZ SAYS I AM CONVINCED THAT IT WAS NOT TRUMP'S INTENTION TO DESTROY A CIVILISATION
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U.S. FEB WHOLESALE INVENTORIES +0.8 PCT (CONSENSUS -0.4 PCT)
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WTI CRUDE MOVES BACK UP TO $100 A BARREL
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