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U.S-Iran fail to agree on terms to end war, Crude up 5% again / UKR-RU update / Xi-Trump meeting key this week

  • sc0172
  • May 11
  • 3 min read

  • Iran update : Day 73 : no peace and only very little oil, Trump & Xi meeting this week key, Trump heading there with NO Iran deal whatsoever (all permutation possible..flow of crude vs rare earth, semis, infl, trade etc), Trump Calls Iran Response to U.S. Proposal 'Totally Unacceptable', he's effectively begging Iran for a deal..., Tehran's lengthy response on setting a framework for talks didn't resolve the U.S. demand for commitments in advance on its nuclear program. (WSJ) => Oil prices climb again as Washington and Tehran fail to agree on terms to end war and reopen Strait of Hormuz, Trump says he ‘might’ move US troops to Poland from Germany >>> extraordinary article in the Atlantic... Washington can’t reverse or control the consequences of losing this war.

  • Markets : Crude up 4%, as Trump rejects Iran's peace proposal, Top 10 Companies Account for 34% of Profits in the S&P 500, Citadel: Only 22% of names in the S&P 500 have outperformed the index itself over the last 30D, reaching 30Y lows, UK politics heating up (Starmer speech today, Gordon Brown back, Harbone's cash to Farage..!), Modi asks Indians to stop buying gold, Absolute meltdown of Trump on Truth Social

  • Morgan Stanley sees capital spending by the five largest AI hyperscalers topping $800 billion this year and $1.1 trillion next year. At 3.3% of gross domestic product, next year’s figure would exceed projected spending on national defense >>> markets strongly believe the 'war' will find a peaceful solution, JPY a little weaker on crude prices higher, BoJ-MOF need to step in again, IF...they are serious, or it'll come back in their face

  • Putin says he thinks Russia-Ukraine war is coming to an end. The Russian president's remarks came just hours after he had vowed victory in Ukraine at Moscow's most ‌scaled-back Victory Day parade in years


Washington can’t reverse or control the consequences of losing this war. >>> As a reminder Bob Kagan is: - The co-founder of Project for the New American Century, probably the single most imperialist Think Tank in Washington (which is quite a feat) - A man who spent his entire life advocating for American military interventions, especially in the Middle East, and a vocal advocate of the Iraq war. He started advocating for intervention in Iraq before 9/11, which speaks for itself...







Wil Starmer go, won't he..

















 
 
 

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