The Sanctions Waiver Expires in Seven Days and Nobody in Islamabad Is Talking About It
The Iranian oil sanctions waiver expires April 19 and none of the Islamabad ceasefire negotiators have put it on the table.
Theo Kaplan
Bureau: San Francisco
CENTCOM Promises a Safe Pathway and the Shipping Industry Stays Silent
CENTCOM sent two destroyers through Hormuz and promised a safe lane — the shipping industry responded with silence.
Bitcoin Oscillates Between $63K and $73K as War and Inflation Squeeze in From Both Sides
BTC is trapped in a $65K-$73K range, whipsawed by Iran war uncertainty on one side and 3.3% CPI killing rate-cut hopes on the other.
Brent Crude Sits at $97 as Markets Wait for Physical Proof the Strait Works
Brent crude rebounded to $97 after mine clearance began but physical oil markets remain in acute stress.
SpaceX IPO Thread Dormant With No New SEC Filing Activity
No new SpaceX IPO developments this edition — the thread remains dormant with no SEC filing or corporate announcement.
Markets Close the Week With CPI at 3.3%, Rate Cuts Pushed to December, and War Premium Priced In
The S&P 500 fell 1.2% for the week as March CPI at 3.3% pushed rate cut expectations to December and war premiums settled into prices.