Walter Bloomberg
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OPENAI TOUTS AMAZON ALLIANCE IN MEMO, SAYS MICROSOFT HAS β€˜LIMITED OUR ABILITY’ TO REACH CLIENTS - CNBC
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JPMORGAN: BUY THE DIP, V-SHAPED REBOUND LIKELY

JPMorgan Chase says investors should buy market pullbacks, arguing conditions support another V-shaped recovery despite geopolitical risks.

Strategist Mislav Matejka notes volatility may persist, but a 3–12 month horizon favors https://t.co/lWOXJYnm35
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MORGAN STANLEY: S&P 500 CORRECTION NEARLY OVER

Morgan Stanley turns cautiously bullish, saying markets have largely priced in recent risks.

Strategist Michael Wilson notes the S&P 500 has rebounded ~7% from lows and held key support, signaling the correction may be ending. https://t.co/1TiL52Rphv
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🚨 RUSSIA EVACUATES MOST STAFF FROM BUSHEHR NUCLEAR PLANT

Rosatom is withdrawing nearly all personnel from Bushehr Nuclear Power Plant amid heightened security risks.

Chief Alexei Likhachev said 108 workers are leaving, with only 20 remaining to monitor equipment, in
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HORMUZ BLOCKADE RAISES OIL AND GROWTH RISKS

Bloomberg Economics says a U.S. blockade of the Strait of Hormuz would sharply reduce chances of near-term diplomatic resolution and restoring oil flows.

The outlook shifts toward higher oil prices, weaker global growth, and increased https://t.co/nCejiK2m4e
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$TSLA - DUTCH RDW: APPROVAL OF TESLA FSD IS VALID ON ALL ROADS IN THE NETHERLANDS

DUTCH RDW: IF IT'S GOOD ENOUGH FOR THE NETHERLANDS ITS GOOD ENOUGH FOR EUROPE

DUTCH RDW SAYS IT HAS NOTIFIED EUROPEAN COMMISSION OF ITS PLAN TO SEEK EU-WIDE APPROVAL OF TESLA FSD
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*UKMTO: ACCESS RESTRICTIONS BEING ENFORCED ON IRANIAN PORTS

*UKMTO INFORMED OF ACCESS RESTRICTONS STARTING 1400 UTC APRIL 13
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SPAIN REJECTS HORMUZ BLOCKADE THREAT

Margarita Robles said a proposed Strait of Hormuz blockade β€œmakes no sense,” criticizing escalating tensions in the Iran conflict.

She called the war β€œsenseless” and warned it is pulling the world into a broader crisis.

Spain has been among
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UKMTO SAYS IT HAS BEEN INFORMED THAT EFFECTIVE FROM 1400 UTC ON MONDAY, MARITIME ACCESS RESTRICTIONS ARE BEING ENFORCED AFFECTING IRANIAN PORTS AND COASTAL AREAS

UKMTO SAYS RESTRICTIONS INCLUDE ARABIAN GULF, GULF OF OMAN, AND THE ARABIAN SEA EAST OF THE STRAIT OF HORMUZ
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ECB'S VUJCIC: ENERGY PRICES STABLE DUE TO U.S.-IRAN CEASEFIRE BUT MAY RISE IN CASE OF WAR ESCALATION
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SPOT SILVER FALLS 3% $73.61/OZ
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SPOT SILVER FALLS 3% $73.61/OZ
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🚨 IRANIAN OFFICIALS ARE STUDYING ABANDONING URANIUM ENRICHMENT AS A U.S. CONDITION FOR ENDING THE WAR - NYP
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U.S. MARCH EXISTING HOME SALES -3.6 PCT VS FEB +2.7 PCT (PREV +1.7 PCT) - NAR

U.S. MARCH EXISTING HOME SALES 3.98 MLN UNIT RATE (CONSENSUS 4.06 MLN)
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HORMUZ TRADE REMAINS SUPPRESSED AMID BLOCKADE RISKS: KPLER

Strait of Hormuz traffic saw a slight weekend uptick but remains far below normal levels, reflecting ongoing disruption.

Strait of Hormuz flows are being held back by failed U.S.–Iran talks and uncertainty over https://t.co/GxYG7iTH00
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LME THREE MONTH COPPER HITS $12,974/T, HIGHEST SINCE MARCH 13, LAST UP 1.0%
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IRAN WEIGHING END TO URANIUM ENRICHMENT IN US DEAL TALKS

Iran is reportedly reviewing a U.S. proposal to end the war that would require abandoning uranium enrichment, according to NYPA/New York Post reporting.

Negotiations in Islamabad were complicated by communication security
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CHINA AND IRAN CAN WAIT OUT A BLOCKADE

Iran has built a large offshore crude stockpile that could help it and Chinese buyers withstand a Strait of Hormuz disruption for weeks or months.

Exports remain elevated at ~1.8–2.1M bpd, with most flows going to Chinese β€œteapot”
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🚨 TRUMP: IF ANY OF IRANIAN SHIPS COME ANYWHERE CLOSE TO OUR BLOCKADE, THEY WILL BE IMMEDIATELY ELIMINATED
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TRUMP CLAIMS IRAN NAVAL FORCES β€œOBLITERATED”

Iran naval forces were β€œcompletely obliterated,” with 158 ships allegedly destroyed, while only small fast-attack craft remain, according to Donald Trump.

He warned any vessels approaching a blockade zone would be targeted, citing https://t.co/dMVhuadC5y
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BOFA: MARKETS PRICED FOR DE-ESCALATION TRADE

Bank of America says markets are positioned for de-escalation trades, with weaker USD and strength in EUR, AUD, and emerging markets.

Signals from flows and positioning suggest investors are leaning toward easing geopolitical
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