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Real deal with Iran under way..Hormuz reopens, doubts remain though / BoJ, SNB meeting, FOMC in focus

  • sc0172
  • 23 hours ago
  • 2 min read

  • Iran final update ? : after 40 ''deals'', the real deal seems to have arrived, signature a the G7 maybe ?.. though Ben-Gvir seems to say the agreement does not bind Israel..some confusion still as to what was actually agreed..markets don't care !...The US and Iran said they have reached an interim accord to halt the war and reopen the Strait of Hormuz, paving the way for talks on Tehran’s nuclear program. Officials from both sides will meet in Switzerland on Friday to sign an agreement. No text has been released by either country, Shipowners remain wary of how the deal will pan out after months of false starts, with nearly 600 vessels primed for exit from the Persian Gulf, ''Trump got outplayed, no matter how you slice it, Iran in a stronger position, they will get billions from the US govt to end this absolutely disaster of U.S foreign policy.. and keep control of Hormuz, well played!''

  • Markets : Bank of America confirmed the shift, hyperscalers have doubled the non-dollar share of their bond funding to 30% of total issuance in 2026 (thread), U.S froze Anthropic's advances Ai models, markets rally hard on 'the Iran deal', FOMC expected to hold at Warsh's first meeting, drop the dot plot and probably a little hawkish are the expectations, PM's rally as yields drop, bonds rally on lower crude prices, 160+ USDJPY still though, a delayed reaction to lower oil prices and JPY rallies again ?

  • Japan to rebuild 14 nuclear reactors by 2050




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