UAE USD liquidity / TSLA earnings, SPACEEX reality check / Mythos in focus / Iran's 'Ceasefire extended'..
- sc0172
- 1 day ago
- 3 min read
Iran war update : Trump talked to anyone about a done deal, none of it was true, Iran didn't blink, so... we get ''ceasefire extended'' ie. indefinite till they reach some sort of agreement where they both win... >> an angry reaction he got outplayed.. >>> Donald Trump extended a ceasefire with Iran and kept a US blockade in place, while JD Vance called off a trip to Islamabad for negotiations that Iran refused to attend, Iran’s Foreign Minister Abbas Araghchi called the maritime restrictions “an act of war >>> Trump is getting closer to getting out of this war irrespective of outcomes in the Middle East region...
Markets : Mythos Ai model in focus, TSLA earnings today, SPACEX reality check, ''Half of planned US data center builds have been delayed or cancelled'', Hormuz disruption raises fears of global food crisis #fertilizers >>> equity markets sitting near highs, crude still $90 ca., these negotiations could go on for a while and/or Trump eventually ''walks away'' and lets EU-CHINA and RoW to sort out the mess with Hormuz and the Middle East
Anthropic’s Mythos AI model was accessed by a few unauthorized users, a person familiar said. The firm is investigating and has seen no evidence of impacted systems
#USD The UAE's request for a swap line -- presumably after a big fall in the central bank's $285b in reserves in March/ early April -- confirms that the GCC countries are now a net drain on offshore dollar liquidity
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Tymofiy Mylovanov on X: "Trump spoke to Bloomberg, CBS, Axios and the New York Post in one morning. He claimed Iran agreed to an "unlimited" nuclear suspension, to hand over its enriched uranium, and to a weekend deal. None of it was true. A near-deal collapsed within hours — CNN. 1/ https://t.co/4a4jpJLbm3" / X
One of the better 'low jargon' analysis explaining Hormuz crisis (1) (WCTW) The Oil Market Breaking Point Is Here
#UAE #USD liquidity Brad Setser on X: "The UAE's request for a swap line -- presumably after a big fall in the central bank's $285b in reserves in March/ early April -- confirms that the GCC countries are now a net drain on offshore dollar liquidity. The Saudis also will need to borrow dollars to get through 1/ https://t.co/moEfi3QARg" / X
Sold away gold, economy ruined... tricky path..
Felix Prehn 🐶 on X: "The Fed just bought $40.5 billion in US government debt and called it "reserve management" so you wouldn't notice. They stopped calling it money printing in 2022. Changed the name. Same operation. Different press release. Here's what's actually happening. The US government owes" / X
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