> TRUMP SAYS THE IRAN MOU IS NOT FINAL AND WARNS THAT “IF I DON’T LIKE THE AGREEMENT, WE WILL GO BACK TO DROPPING BOMBS”
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> TRUMP-BACKED WORLD LIBERTY FINANCIAL IS REPORTEDLY CLOSE TO SECURING AN OCC TRUST CHARTER, ALLOWING DIRECT ISSUANCE AND REDEMPTION OF ITS $USD1 STABLECOIN
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> TANKER DELAYS EXTEND OIL MARKET REBALANCING
TANKER VOYAGE TIMES FROM THE PERSIAN GULF TO ASIA MEAN OIL MARKETS WOULD REBALANCE SLOWLY EVEN AFTER THE STRAIT OF HORMUZ REOPENS, RABOBANK STRATEGISTS SAY. FULLY LADEN SHIPMENTS TO INDIA, CHINA, SOUTH KOREA AND JAPAN TAKE 28–55 DAYS, KEEPING INVENTORIES UNDER PRESSURE. REROUTED VESSELS VIA THE CAPE OF GOOD HOPE COULD TAKE 1–2 MONTHS TO FULLY RESTART NORMAL OPERATIONS AFTER ANY PAUSE IN HOSTILITIES.
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TANKER VOYAGE TIMES FROM THE PERSIAN GULF TO ASIA MEAN OIL MARKETS WOULD REBALANCE SLOWLY EVEN AFTER THE STRAIT OF HORMUZ REOPENS, RABOBANK STRATEGISTS SAY. FULLY LADEN SHIPMENTS TO INDIA, CHINA, SOUTH KOREA AND JAPAN TAKE 28–55 DAYS, KEEPING INVENTORIES UNDER PRESSURE. REROUTED VESSELS VIA THE CAPE OF GOOD HOPE COULD TAKE 1–2 MONTHS TO FULLY RESTART NORMAL OPERATIONS AFTER ANY PAUSE IN HOSTILITIES.
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> OIL FLOWS RESUME AS PRICES EASE
JD VANCE TOLD CBS THAT OIL AND GAS FLOWS THROUGH THE STRAIT OF HORMUZ ARE RETURNING, WITH PRICES ALREADY DECLINING. HE FRAMED THE DEVELOPMENT AS A RESTORATION OF SUPPLY STABILITY AFTER RECENT DISRUPTIONS, POINTING TO EARLY SIGNS OF EASING PRESSURE IN ENERGY MARKETS AS SHIPMENTS RESUME.
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JD VANCE TOLD CBS THAT OIL AND GAS FLOWS THROUGH THE STRAIT OF HORMUZ ARE RETURNING, WITH PRICES ALREADY DECLINING. HE FRAMED THE DEVELOPMENT AS A RESTORATION OF SUPPLY STABILITY AFTER RECENT DISRUPTIONS, POINTING TO EARLY SIGNS OF EASING PRESSURE IN ENERGY MARKETS AS SHIPMENTS RESUME.
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> PAKISTAN REQUESTS DELAY ON MOU PUBLICATION
JD VANCE TOLD CBS THAT THE PAKISTANI SIDE HAS REQUESTED THAT THE FULL TEXT OF A MEMORANDUM OF UNDERSTANDING NOT BE PUBLISHED FOR NOW. HE DID NOT PROVIDE FURTHER DETAILS, CITING THE REQUEST FOR TEMPORARY CONFIDENTIALITY.
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JD VANCE TOLD CBS THAT THE PAKISTANI SIDE HAS REQUESTED THAT THE FULL TEXT OF A MEMORANDUM OF UNDERSTANDING NOT BE PUBLISHED FOR NOW. HE DID NOT PROVIDE FURTHER DETAILS, CITING THE REQUEST FOR TEMPORARY CONFIDENTIALITY.
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> WARSH DEBUT MAY TRIGGER BOND VOLATILITY
KEVIN WARSH COULD SPARK BOND-MARKET VOLATILITY IN HIS FIRST PRESS CONFERENCE TODAY, FIDELITY PORTFOLIO MANAGERS SAY. THE FED IS EXPECTED TO HOLD RATES AT 3.5%–3.75% AND SHIFT TO A NEUTRAL STANCE, BUT UNCERTAINTY CENTERS ON WARSH’S INFLATION MESSAGING.
MARKETS HAVE SWUNG AMID GEOPOLITICAL SHOCKS, WITH TREASURIES AND SWAPS REPRICING TOWARD POSSIBLE HIKES. INVESTORS ARE FOCUSED ON WHETHER WARSH SOUNDS HAWKISH OR DOVISH IN HIS DEBUT.
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KEVIN WARSH COULD SPARK BOND-MARKET VOLATILITY IN HIS FIRST PRESS CONFERENCE TODAY, FIDELITY PORTFOLIO MANAGERS SAY. THE FED IS EXPECTED TO HOLD RATES AT 3.5%–3.75% AND SHIFT TO A NEUTRAL STANCE, BUT UNCERTAINTY CENTERS ON WARSH’S INFLATION MESSAGING.
MARKETS HAVE SWUNG AMID GEOPOLITICAL SHOCKS, WITH TREASURIES AND SWAPS REPRICING TOWARD POSSIBLE HIKES. INVESTORS ARE FOCUSED ON WHETHER WARSH SOUNDS HAWKISH OR DOVISH IN HIS DEBUT.
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> $TSLA - DUTCH ROAD AUTHORITY RDW SAYS "NO RELEVANT INCIDENTS" YET WITH TESLA SELF DRIVING SOFTWARE
RDW: IT HAS INCREASED MONITORING OF TESLAS USING FSD DRIVER ASSISTANCE SOFTWARE
RDW: 40,000 TESLAS ARE USING FSD SOFTWARE IN THE NETHERLANDS
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RDW: IT HAS INCREASED MONITORING OF TESLAS USING FSD DRIVER ASSISTANCE SOFTWARE
RDW: 40,000 TESLAS ARE USING FSD SOFTWARE IN THE NETHERLANDS
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> GOLD SEEN REBOUNDING TOWARD $5,000/OZ
ANALYSTS SAY GOLD COULD STILL RALLY BACK TOWARD $5,000/OZ THIS YEAR, THOUGH A $6,000/OZ PEAK NOW LOOKS UNLIKELY. RICK KANDA OF THE GOLD BULLION COMPANY SAYS CONTINUED CENTRAL BANK BUYING COULD SUPPORT PRICES, BUT SHIFTING MACRO CONDITIONS HAVE WEAKENED GOLD’S SAFE-HAVEN APPEAL VERSUS LAST YEAR. FUTURES ARE CURRENTLY STEADY AROUND $4,353/OZ.
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ANALYSTS SAY GOLD COULD STILL RALLY BACK TOWARD $5,000/OZ THIS YEAR, THOUGH A $6,000/OZ PEAK NOW LOOKS UNLIKELY. RICK KANDA OF THE GOLD BULLION COMPANY SAYS CONTINUED CENTRAL BANK BUYING COULD SUPPORT PRICES, BUT SHIFTING MACRO CONDITIONS HAVE WEAKENED GOLD’S SAFE-HAVEN APPEAL VERSUS LAST YEAR. FUTURES ARE CURRENTLY STEADY AROUND $4,353/OZ.
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> ECB'S SLEIJPEN - IF THERE WAS ANOTHER ECB RATE HIKE TO 2.5%, WE WOULD STILL BE IN NEUTRAL RANGE BASED ON CURRENT ANALYSIS
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> U.S. APRIL BUSINESS INVENTORIES +0.5% (CONSENSUS +0.5%) VS MARCH +1.0% (PREV +0.9%)
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> TRUMP ON TRUTH SOCIAL: SAYS 'IRAN WILL NOT HAVE A NUCLEAR WEAPON,' 'STRAIT OF HORMUZ WILL IMMEDIATLY BE OPENED'
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