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UST 10y 4.42% ! / Qatar Airways, SWISS / GOLD 200dma $4100 / Trump's 48hour ultimatum, 24hours to go

  • sc0172
  • 5 hours ago
  • 3 min read

  • Latest on Iran war : 24hours to find out if Trump carries out his threat !..Donald Trump issued Iran an ultimatum to reopen the Strait of Hormuz within two days or have its power plants bombed. Tehran threatened to “completely” close the corridor if attacked. Two Iranian missiles penetrated Israeli air defences, injuring about 115 people, while the IDF said it began strikes on regime infrastructure in Tehran. Saudi Arabia is relying on a 1,200-kilometer pipeline built in the 1980s to maintain its oil flows, Iranian Missile Strikes Are Costing Big Oil Billions in Lost Revenue. Damaged energy infrastructure is likely to take years to come back online, but a surge in oil-and-gas prices is helping to offset some of the lost production for now. (WSJ), Trump-Xi summit on hold until Iran conflict ends, ME Countries thought hosting US bases made them safe. Instead, it’s made them targets!!../Rory , “We must face reality — the West has split.” / Stubb

  • Markets : Trump's 48hour threat, OIL up 'only' around $100 again, Eq futures pointing down again, as everything sells off, including UST's... 10s UST now 4.42% !!!... MAG7 down 12% YTD, GOLD 200dma around $ 4¨100 (liquidation, where the profits are.., USD liquidity seeking from ME most likely and killing any other leveraged positions elsewhere) >> markets will be jittery, HUGE week IMHO.. !! we may get some sort of TACO this week (quite how it looks like is another question..),... but VERY hard to tell what happens in between.., risk is definitely getting towards cheap(er) levels! prepare your shopping list, we have

  • ''Netanyahu is panicking. He admits on camera that he and Trump are desperately trying to drag Europe and the rest of the world into their disastrous war. He is begging the international community for help because the US and Israel cannot win this alone''

  • Friedrich Merz’s reform drive put at risk after vote in western state

  • Mark Zuckerberg is building an AI CEO agent, people say even CEOs may be replaced now

  • Qatar Airways parks long-haul jets in storage in Spain. Transfer of planes to Teruel airport signals airline is preparing for ongoing Gulf conflict, SWISS cutting tons of flight over summer, other airlines in similar situation

  • Google Searches for "Help With Mortgage" have soared to the highest level in history, surpassing even the peak of the Global Financial Crisis




"Sometimes, you have to escalate to deescalate." — Walther Funk, German Reich Minister of Economics, 1941

"Sometimes, you have to escalate to deescalate." — Scott Bessent, U.S. Treasury Secretary, 2026































 
 
 

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