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DeepSeek V4 / MSFT / Trump : 'the world is a casino' / MAG7 earnings next week / Israel-Lebanon ceasefire 3weeks

  • sc0172
  • Apr 24
  • 3 min read

  • Iran war update : Ceasefire between Israel and Lebanon for 3 weeks, says Trump, but Oil climbed for a fifth day on a lack of perceived progress between the US and Iran on resuming talks, with the Strait of Hormuz effectively remaining shut. Donald Trump’s social media posts and threats are hindering Tehran’s willingness to engage in peace talks, officials said, Israel and Lebanon will extend their ceasefire by three weeks, Trump said, creating space for broader talks and easing an obstacle to ending the US-Iran war-BBG, “The Strait of Hormuz will remain blocked until $11 trillion in frozen Iranian assets are released. If no proposal is presented within the next 48 hours, the ceasefire may end.” Abbas Araghchi >>> still remains a little shaky..

  • Markets : confusion, no resolution in Hormuz though for now, but it seems (we hope) they are trying to resolve 'some' issues..., crude prices disagreed yesterday though, equity sold off on some headlines yesterday, but back to where we were most of yesterday-all week, all pretty quiet in FX and bonds, CHF slightly weaker this week (turn?), big MAG7 earnings next week, DeepSeek V4 chatters too

  • Ex-Brexit boss says Britain should rejoin EU after 'failed promises'

  • Saudi Arabia Blocks a Major U.S.–Israeli Regional Project, Tel Aviv in Turmoil

  • DeepSeek unveiled its V4 Flash and V4 Pro AI models, pitching them as its most powerful open-source systems to rival OpenAI and Anthropic

  • Microsoft plans first-ever voluntary employee buyout for up to 7% of U.S. workforce

  • Russia sold 22 tons of gold in Q1 2026 — nearly 40% of all the net gold it bought across the previous six years, as Crude revenues collapsed (no longer in Q2..)

  • GS : This Time is Different (from 2022) — The Impact of Higher Energy Prices on European Manufacturing Industries

  • Trump: “I took a lot of heat for saying drugs were going down 500%, 600%, 700%. But we also say sometimes 50%, 60%, it’s a different kind of calculation, and people understand it better.”....ok then












...US Treasury Secretary Scott Bessent said a number of allies in the Gulf region and in Asia have requested currency swap lines from the United States to help deal with energy shocks and other fallout from the Middle East war....






















 
 
 

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