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Pantheon Macroeconomics: Despite Oil Price Retreat, Future May Still Face Significant Inflation Shock
Svmuu News Pantheon Macroeconomics economists stated that despite the drop in oil prices following the agreement on a two-week ceasefire, the impending inflation shock will still be significant. He sa
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Iranian Parliament Speaker to Lead Delegation to Islamabad for Iran-U.S. Negotiations
Svmuu According to Iranian sources on April 8 local time, Iranian Parliament Speaker Mohammad Bagher Ghalibaf will lead a delegation to participate in Iran-U.S. negotiations to be held in Islamabad, t
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Stock markets in the Gulf region rebound, with Dubai's stock index recording its largest gain in nearly a decade
Svmuu According to reports, following a two-week ceasefire agreement reached between the United States and Iran, Dubai's benchmark stock index surged by over 10% at one point, marking its largest gain
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British Media: Trump Says Most Points in Iran Plan Have Been Fully Agreed Upon
Svmuu News According to Sky News UK: Trump said that most points in the Iran plan have been fully agreed upon. (Jin10)
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Polymarket's "Trump Announces End of Military Action Against Iran by April 30" Probability Rises to 61%, Up 30% in 24 Hours
Svmuu Seer Channel monitoring shows that the probability for the Polymarket contract "Trump Announces End of Military Action Against Iran by April 30" surged significantly to 78% at one point. It is c
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Strategist: US-Iran Conflict May End in May, Not June as Previously Expected
Svmuu According to strategists at the Commonwealth Bank of Australia, the US-Iran conflict may end in May, not June as previously expected. Although the ceasefire does not end the war, analysts see it
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Trump: There is already a solid framework for reaching a long-term agreement
Svmuu News According to AFP, Trump stated in his latest interview: "The United States has achieved a 'complete and total victory,' one hundred percent, no doubt. There is already a solid framework for
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Polymarket Trader Bets on US-Iran Ceasefire, Yield Exceeds 3500%
Svmuu News A Polymarket trader turned approximately $13,000 into about $475,000 by betting on a ceasefire between the United States and Iran, achieving a yield exceeding 3500%.
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Israeli Prime Minister Netanyahu: Supports a two-week pause on attacks against Iran, but excludes operations in Lebanon
Svmuu News According to Israeli media: Israeli Prime Minister Netanyahu stated that Israel supports Trump's decision to suspend attacks on Iran for two weeks, but the ceasefire does not include operat
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Ceasefire Agreement Reveals "Dual Versions": Persian Version Contains Uranium Enrichment Clause, English Version Shows No Trace
Svmuu News According to an Associated Press report, Iran included wording regarding its nuclear program "accepting uranium enrichment" in the Persian version of its ten-point ceasefire plan, a content
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U.S. Officials: Will Firmly Insist on Iran Removing Nuclear Materials and Ceasing Uranium Enrichment
Svmuu News According to a report by Israel's N12 News, senior U.S. government officials stated that the U.S. coordinated in advance with Israel regarding the temporary ceasefire. The U.S. has clearly
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Iran Says It Agrees to Negotiations but Has "Complete Distrust" of the United States
Svmuu News According to a statement issued by Iran's Supreme National Security Council on the 8th, upon the recommendation of Iran's Supreme Leader Mujtaba Khamenei and with the approval of the Suprem
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Svmuu Morning Brief
1. Trump: I agree to suspend bombing and attacks on Iran for two weeks, which will be a two-way ceasefire; 2. Iran accepts Pakistan's two-week ceasefire proposal; 3. Pakistani Prime Minister: The Iran
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Israeli Media Claims Israel "Still Continuously Striking Iran"
Svmuu News According to a report by The Times of Israel on the 8th, citing a security official, despite the ceasefire announced by the United States and Iran, Israel is "still continuously striking Ir
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An address with a 100% win rate in CL trading sees floating losses exceeding $3.41 million on a 2x leveraged CL long position
Svmuu News According to Onchain Lens monitoring, an address opened a CL (2x leverage) long position 6 hours ago, and the current floating loss has exceeded $3.41 million. This position has been signif
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U.S. Media: Iran and Oman to Impose Strait "Transit Fees" During Ceasefire
Svmuu News: A regional official revealed that the two-week ceasefire plan includes allowing Iran and Oman to charge tolls on ships passing through the Strait of Hormuz. (Associated Press)
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Polymarket's "Strait of Hormuz Traffic Volume Returns to Normal by April 30" Probability Surges to 57% in Short Term, Up 43% in 24 Hours
Svmuu Seer Channel monitoring shows that the probability of the event "Strait of Hormuz traffic volume returns to normal by April 30" on Polymarket has risen to approximately 57%, up about 43% in 24 h
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Pakistani Prime Minister: Ceasefire Between Iran and the U.S. to Take Effect at 3:30 AM Iran Time on the 8th
According to news from Iran in the early hours of the 8th local time, Pakistani Prime Minister Shehbaz Sharif has invited Iranian and U.S. delegations to the Pakistani capital, Islamabad, for negotiat
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The United States is preparing for face-to-face talks with Iran, and Vance may attend
Svmuu News U.S. officials stated that the Trump administration is preparing for face-to-face negotiations between U.S. and Iranian officials in the coming days. Both sides will work towards reaching a
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Iranian Foreign Minister: With Iran's Coordination, the Strait Can Be Safely Navigated in the Next Two Weeks
Svmuu News: Iranian Foreign Minister Araghchi stated that if attacks on Iran cease, our powerful armed forces will halt defensive operations. In coordination with the Iranian armed forces and with ful
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Iranian Media: Negotiations with the U.S. Do Not Mean the End of the War
Svmuu News Iranian media stated that negotiations with the United States do not mean the end of the war. (Jin10)
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Iran accepts Pakistan's two-week ceasefire proposal
Svmuu News Iran has accepted Pakistan's proposal for a two-week ceasefire; the ceasefire plan has been approved by the new supreme leader. (The New York Times)
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U.S. President Trump: I agree to suspend bombing and attacks on Iran within two weeks, which will be a two-way ceasefire
Svmuu News U.S. President Trump: I agree to suspend bombing and attacks on Iran within two weeks, which will be a two-way ceasefire. We have made significant progress on the final plan for a long-term
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Sources say progress has been made in negotiations between the US and Iran in the past 24 hours
Svmuu News According to US and Israeli officials and sources, progress has been made in negotiations between the US and Iran over the past 24 hours, but the likelihood of reaching a ceasefire agreemen
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Diamondback Energy CEO: Iran conflict caused largest oil supply shock, structurally raising oil price floor and complicating Fed rate cuts
Diamondback Energy CEO Kaes Van't Hof stated that the Iran conflict led to the largest oil supply shock in history, cutting global production by 13.6 million barrels per day and rapidly draining inven
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DeItaone relays BESSENT's view from CNBC interview, saying Iran deal could be reached tomorrow to open Strait of Hormuz
DeItaone relays BESSENT's view from CNBC interview, saying Iran deal could be reached tomorrow to open Strait of Hormuz
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EU Eyes Winter LNG Buys as Storage Hits Near Two-Decade Low After Iran War Drove Up Prices
The European Union is optimistic that winter liquefied natural gas imports will help offset inventories that are at their lowest level for this time of year in almost two decades, following the Iran w
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Emerging Markets Remain Under Pressure as US-Iran Impasse Lifts Oil Prices Above $86 a Barrel
Emerging-market stocks and currencies continued to face pressure due to the lack of progress in US-Iran talks, which pushed oil prices back above $86 a barrel.
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Roebuck stated that Iran's control over the Strait of Hormuz is a decisive bargaining chip.
Roebuck stated that Iran's control over the Strait of Hormuz is a decisive bargaining chip.
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DeItaone forwarded: Iranian military advisor threatens to strike US warships if they enter "illegal routes" in the Strait of Hormuz
Iranian military adviser Mohsen Rezaei warned that Iran "will not stand idly by" amid the ongoing US naval blockade. He emphasized that Iran would strike US warships if they entered "illegal routes" i
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DeItaone: Qatar's Foreign Ministry Spokesperson Confirms Ongoing Efforts and Search for Diplomatic Solution in U.S.-Iran Talks
Qatar's Foreign Ministry Spokesperson stated that efforts are ongoing with all parties regarding U.S.-Iran talks, and they are looking into a diplomatic solution.
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U.S. Army has depleted much of its long-range land-based missiles during Iran War, sources say
U.S. Army has depleted much of its long-range land-based missiles during Iran War, sources say
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DeItaone, citing a senior Iranian source to Reuters, reports a temporary Hormuz plan under discussion with Oman gives Tehran full control over inbound shipping.
DeItaone, citing a senior Iranian source to Reuters, reports a temporary Hormuz plan under discussion with Oman gives Tehran full control over inbound shipping.
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Iran President Pezeshkian Says He Will Not Resign, Aligns With Military Amid Reports of Rift
President Pezeshkian stated he has no intention of resigning and insists he is fully aligned with Iran's military, dismissing claims of a rift. He also defended the government's casualty figures from
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DeItaone quoted Saudi Aramco CEO Amin Nasser as saying that the war in Iran has led to a reduction of 2.6 billion barrels in global crude oil supply, and traffic through the Strait of Hormuz has dropped to 10% of pre-war levels, with over 100 million barrels of supply lost weekly. Even if immediately reopened, it would take 18 months to rebuild inventories.
Saudi Aramco CEO Amin Nasser said any major refinery outage would further tighten energy markets, which are already operating with very limited refining capacity.
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U.S. equity futures rose, and oil prices climbed in early European trading, as investors focused on progress in peace talks between the United States and Iran.
U.S. equity futures rose, and oil prices climbed in early European trading, as investors focused on progress in peace talks between the United States and Iran.
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Japan's trading houses are more upbeat on their earnings, as stronger commodity prices and a weaker yen offset the expected impact of the Iran war.
Japan's trading houses are more upbeat on their earnings, as stronger commodity prices and a weaker yen offset the expected impact of the Iran war.
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BP's Q2 Underlying Profit More Than Doubles to $5.7 Billion, Exceeding Expectations, Amid Trump's Criticism of Big Oil
BP reported its second-quarter underlying replacement cost profit, a proxy for net profit, reached $5.7 billion for the April to June period. This figure significantly surpassed analyst expectations o
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Iran allegedly launched cyberattacks on water systems in seven U.S. states; Donald Trump denied Iranian responsibility, but cyber experts pointed to Tehran.
The US state of Minnesota last week reported that more than 30 of its state water systems had been subjected to a "coordinated cyberattack." Days later, the Federal Bureau of Investigation (FBI) warne
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US stocks rally, Dow hits record high 53,178.41 and S&P500 nears all-time peak, while oil falls ~5% as Trump claims Iran talks underway despite Tehran's denial
On Monday, the S&P500 climbed 1.5%, leaving it just shy of its closing record of 7,620.90. The tech-focused Nasdaq Composite jumped 2.1%. Brent crude, the international benchmark for oil prices, fell
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U.S. President Donald Trump called his latest negotiating offer Tehran's "last chance" and predicted the Strait of Hormuz would fully reopen, after oil prices stabilized following their biggest weekly drop.
Oil prices stabilized after their biggest drop in a week, as US President Donald Trump said his latest negotiation offer was Tehran's "last chance" and expected the Strait of Hormuz to fully reopen.
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Apollo Chief Economist Torsten Slok Says Iran War Risk Remains Important Background Factor, Market Will Price Fed Regardless of Meeting Schedule
Torsten Slok, chief economist at Apollo, stated that while AI and the Federal Reserve may be at the forefront of economic discussions, the risk from the Iran war and its subsequent impact on fuel stor
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Michael Allen, former US national security aide, says US's incoherent Iran message confused MidEast region
Michael Allen, managing director of Beacon Global Strategies and a former national security aide to President George W. Bush, stated that America's inability to maintain a coherent message on Iran has
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Venezuela's oil exports plunged in July as a pause in the Iran war cooled Indian demand, unlocking Middle Eastern barrels
Venezuela's oil exports plunged in July as a pause in the Iran war cooled Indian demand, unlocking Middle Eastern barrels
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Brazil's Oil Output Hit Record High in June Amid Iran War Fallout, Boosting Non-OPEC Supply
Brazil's oil production reached a record high in June, as rising supplies from producers outside the Middle East helped cushion disruptions from the fallout of the war in Iran.
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MakeMyTrip (MMYT) stock surged 9.3% after Q1 earnings beat forecasts and on hopes of Iran war de-escalation
The India-based travel company reported adjusted earnings per share of $0.53 for its fiscal Q1 2027 (ended June 30), exceeding Wall Street's forecast of $0.43. While sales of $285.5 million missed exp
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Analysts warn Middle East oil tanker threat is worst since Iran war began, citing Red Sea attacks and Strait of Hormuz disruptions
Analysts from ship-tracking firm Kpler and trade body Intertanko state that the threat to oil tankers in the Middle East has reached its worst point since the Iran war started, due to a surge in attac
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Oil prices fell as U.S. President Donald Trump called off an attack on Iran, saying talks would resume on Monday.
Oil prices fell as U.S. President Donald Trump called off an attack on Iran, saying talks would resume on Monday.
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