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
(@WalterBloomberg)

IRAN WAR SHOCK SPREADS INTO GLOBAL ECONOMIC CRISIS

Iran conflict is escalating into a global economic shock, with risks rising from disruption in the Strait of Hormuz and potential U.S. naval blockade.

Oil prices jumped over 7%, while key commodities like aluminum hit
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U.S. BLOCKADE OF IRAN ACTIVATED IN STRAIT OF HORMUZ

The U.S. blockade is now in effect, with over 15 warships deployed in the Middle East, according to a senior U.S. official.

The force includes an aircraft carrier, destroyers, and an amphibious assault ship, enabling boarding
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IRAN DECLARES MAXIMUM COMBAT ALERT AMID ESCALATING TENSIONS

Iran says its armed forces are on “maximum combat alert” and ready for “any scenario,” warning of a “harsh and decisive response” to any aggression, according to state media.

Brig. Gen. Majid Ibn Reza said the military
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IRANIAN MINISTRY OF DEFENSE SPOKESPERSON: ANY MILITARY INTERVENTION BY FOREIGN POWERS IN THE STRAIT OF HORMUZ WOULD ESCALATE THE CRISIS AND INSTABILITY IN GLOBAL ENERGY SECURITY
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IRANIAN DEFENSE MINISTRY SPOKESPERSON: TRUMP WILL FAIL IN ANY ATTEMPT TO INTERFERE MILITARILY IN STRAIT OF HORMUZ AND SEA OF OMAN
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TRUMP'S WORD ON POPE ARE UNACCEPTABLE, SAYS ITALY PM MELONI
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🚨 U.S. ASKED IRAN TO FREEZE URANIUM ENRICHMENT FOR 20 YEARS, SOURCES SAY
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🚨 US PUSHES 20-YEAR IRAN ENRICHMENT FREEZE AS TALKS STALL

United States proposed a 20-year freeze on Iran’s uranium enrichment during talks in Islamabad, according to sources.

Iran countered with a much shorter timeline, leaving nuclear enrichment and stockpile removal as the
(@WalterBloomberg)

🚨 *TRUMP TO SPEAK AT ANY MOMENT: FOX
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TRUMP: 34 SHIPS WENT THROUGH STRAIT OF HORMUZ YESTERDAY
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TRUMP: YESTERDAY SAW HIGHEST NUMBER OF SHIP TRANSITS SINCE CLOSURE BEGAN
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Trump is set to speak live at any moment from the Oval Office, Fox News reports on-air. No further information is provided on what he will discuss
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TRUMP: VICE PRESIDENT VANCE HAS DONE A VERY GOOD JOB ON IRAN
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TRUMP: WE'VE BEEN CALLED BY THE OTHER SIDE AND THEY WANT TO MAKE A DEAL VERY BADLY
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TRUMP: IRAN DID NOT AGREE TO NOT HAVING A NUCLEAR WEAPON
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TRUMP: WE'LL GET NUCLEAR MATERIAL BACK
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TRUMP: BLOCKADE HAS STARTED
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*TRUMP: COULD RESOLVE IRAN BEFORE TANKERS GET TO THE US
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TRUMP: WE'VE BEEN CALLED THIS MORNING BY THE RIGHT PEOPLE ON IRAN
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*TRUMP: CALLED THIS MORNING BY IRAN, THEY WANT A DEAL
(@WalterBloomberg)