Around X:
- @Business
- Japan’s government bonds fell on Monday morning, pushing yields back toward multi-decade highs, as concerns mount that the widening conflict in the Middle East will stoke inflation.
- Global liquefied natural gas exports declined to a six—month low, erasing recent supply additions from the US and elsewhere as the conflict in the Middle East throttles flows.
- Here’s the latest news and analysis on the oil market.
- Here’s what you need to know to start your day.
- @Zerohedge
- "Few Hundred Shaheds Can Upend The Entire System": Central Banks Can't Print Their Way Out Of The Iran War.
- I’ve never seen anything like this. This is the New Orleans airport. The line begins far before I started filming. Everyone around me is expecting to miss their flights. All because Congress can’t figure out how to do its job.. (video)
- Snowflake just replaced its entire technical writing team with AI. Not reduced. Replaced. All ~70 of them. If your job can be documented, your job can be automated. (pic)
- URGENT. US airstrikes on the city of Tehran, targeting the energy sector, and the electricity grid of Greater Tehran is out of service. (video)
- Oil Up, Stocks Down To Start Week As War Escalates & Gamma Unclenches.
- Iran has decided to limit its attacks on Saudi Arabia out of concern that continued strikes could trigger a direct Saudi military response, two sources told The @Jerusalem_Post.
- IRAN JUST PUBLISHED THE EXACT LIST OF TARGETS THEY WILL STRIKE IF TRUMP BOMBS THEIR POWER GRID. Not vague threats. Not "we will retaliate." NAMED FACILITIES. SPECIFIC ADDRESSES. Country by country.
- "Tactically More Defensive": Top Goldman Trader Muses On Macro, Markets, & The Middle East.
- Reports coming in NOW on extensive attacks on the COAST of Iran — in Bandar Abbas, BUSHEHR, Bandar Lengeh, and Qeshm Island. It is apparently US attacks to soften Iran's defense systems ALONG the Strait of Hormuz. This appears tied to efforts to degrade Iran's NAVAL, MISSILE, and AIR DEFENSE capabilities around the Strait of Hormuz. THE USA IS BOUND AND DETERMINED TO OPEN UP THE STRAIT OF HORMUZ THE HARD WAY. BY FORCE..
- Oil ships to Australia are being cancelled! Thank goodness we have Penny Wong, a deep state lesbian and climate activist, to directly negotiate with Islamic nations for oil. Everything will be just dandy.
- UAE makes it public: It won’t accept any Iran deal as long as Iran is able to threaten the Hormuz, is a nuclear threshold state and can fire missiles into the Gulf. This is a recipe for a regime change.
- US 12-month inflation expectations have surged to 5.2%, the highest level since March 2023. In just 3 weeks, markets have gone from pricing-in rate cuts to rate hikes.
- The Glass-Half-Full Market Participants Just Got Punched In The Mouth; Goldman.
- Iran Issues 10 Million Rial Banknote Amid Soaring Inflation.
- Australia gas stations run dry.
- Derisked, But Not Capitulated: Goldman Flows Guru Sees "More Signs Of Fragility Emerge".
- Alongside military bases, those financial entities that finance the US military budget are legitimate targets. US treasury bonds are soaked in Iranians' blood. Purchase them, and you purchase a strike on your HQ and assets. We monitor your portfolios. This is your final notice. China?
- *IDF: PREPARING TO ADVANCE LEBANON 'TARGETED GROUND OPERATIONS'.
- 'Punish Iran': Saudi Arabia & UAE Inch Closer To Joining US-Israeli War.
- Morgan Stanley Explains How Central Banks Are Reacting To The Historic Energy Shock.
- NOW: Massive delays at JFK Airport in NYC, crowds report waiting for hours in TSA lines. (video)
- *LIBYA HALTS EL FEEL OIL OUTPUT TO PRIORITIZE SHARARA FLOWS: NOC.
- ICE Agents To Assist With Airport Security Lines Starting Monday, Trump Confirms.
- *IRAN TO 'COMPLETELY' CLOSE STRAIT OF HORMUZ IF POWER PLANTS HIT.
- Sorry, but that's a very empty NAVARZ (9079078), belonging to the National Iranian Tanker Company (NITC); and not in the Strait of Hormuz, but south of Hormuz Island in the Hormuzgan Province of Iran. She's been in that very spot since 2025-03-13. Congrats. (video)
- What Do Bonds Know That The Stock Market Doesn't?
- Iran Threatens Region-Wide Infrastructure 'Obliteration' As Trump's 48-Hour Ultimatum Ticks Down, Mass Casualties In Southern Israel.
- HOLY CRAP!!! The Atlanta TSA line has now stretched to a stunning 153 minute-wait-time... AT 6AM IN THE MORNING!!!! The line is WRAPPING AROUND BAGGAGE CLAIM!!! THIS IS PURE INSANITY!!!!!! (video)
- Important: a big chunk of Qatari gas output and LNG train expansion was designed to feed European demand. There was a big investment programme to increase LNG supply by more than 50% by 2027. Not coincidentally, this was the date that Europe was going to ban completely the purchase of Russian gas. In other words, the Iranians are smashing Europe's entire energy plan, such as it was. The big question now is will Putin stick to form and provide Europe with the energy it needs to stave off economic disaster, or will he finally twist the knife by banning sales to Europe in anticipation of the EU ban in 2027? This is the gamble European leaders are now making. Relying on the Russians to play nice after everything. Breathtaking incompetence.
- BREAKING: China secretly supplied 50 CM-302 supersonic anti-ship missiles to Iran. During the ongoing war, Iran reportedly launched them, but none hit their targets, either intercepted by the U.S. Navy or failing mid-flight due to technical issues. Chinese equipment failing again.
- EU Considers Electricity Tax Cuts, Subsidies Amid Iran War Surge In Energy Costs.
- UK House Of Lords Rams Through 'Abortion Up To Birth' Law; Only 1% Of Brits Approve.
- McGlinchey: Has America Thrown Its Service Members Into An Unjust War For Israel's Benefit?
- "Going To Cripple Our Economy": Small Businesses Sound Alarm Over Record Diesel Price Spike.
- @CNBC
- CNBC Daily Open: Trump issues Strait of Hormuz ultimatum.
- Asia-Pacific markets set to fall as investors brace for escalating tensions in Mideast.
- Stock futures fall after Trump ultimatum to Iran; Wall Street tries to snap 4-week slide: Live updates.
- The economy has a Strait of Hormuz deadline for Trump: Two weeks.
- @MarioNawful
- Iran's ace in the hole hasn't been played yet... The Houthis are sitting on the Red Sea watching Saudi Arabia reroute oil through the only bypass left: the Yanbu pipeline to the Red Sea coast. That route passes directly along hundreds of miles of Houthi-controlled coastline and through the Bab al-Mandeb strait, a chokepoint the group already shut down once during the Gaza war. "Our finger is on the trigger," a senior Houthi official said this week. "Yemen joining the conflict is only a matter of time." Iran closed the front door at Hormuz. The back door runs right past Iran's most capable proxy. If Tehran gives the order, the Houthis can seal the Red Sea too, and suddenly there's no way to get Middle Eastern oil to anyone, anywhere, by any route.
- A rocket scientist tied to a missing Air Force general with alleged UFO links has reportedly disappeared under similar circumstances. At least 6 people connected to the same U.S. defense research network are now dead or missing within a year. The cases include Monica Jacinto Reza, an aerospace engineer linked to next-gen rocket tech, and retired Air Force Gen. William McCasland, who disappeared 8 months before under similar circumstances. Yeah… that’s a pattern people are definitely going to question.
- BREAKING: The Gulf is under fire everywhere at once tonight. Explosions at Prince Sultan Air Base in Saudi Arabia. Sirens and blasts at U.S. facilities in Kuwait. Drone strikes on Kurdish positions in Iraq's Sulaymaniyah. Reports unconfirmed. (video)
- BREAKING: Iran just made the one threat that could bring the Gulf to its knees. Iran's military headquarters warned that if its energy infrastructure is attacked, all energy, IT, and desalination facilities belonging to the U.S. and its allies in the region will be targeted. Desalination. That's the word that matters most here. Gulf nations get most of their drinking water from desalination plants. One report estimated that hitting Saudi Arabia's Jubail plant alone would force the evacuation of Riyadh's 8.5 million residents within a week. Trump just gave Iran 48 hours to open Hormuz or he starts destroying power plants. Iran just responded by putting a target on the one thing Gulf nations can't survive without: clean water.
- @naomirwolf
- SCOOP - "Intertwined in Blood": Mamdani's Mockery of 9/11 Victims as He Celebrates "Generations" of Muslim Presence. NYC's first Muslim Mayor Zohran Mamdani, in a new Eid video: "Our faith has been a part of this city for generations... Muslims and New York City, they are intertwined." I need a lawyer who will take on the fact that @NYCMayor is using my tax dollars to collapse our Constitutional separation of church and state, and also to privilege one religion, which creates a discriminatory context in NYC for all the others. Please email me if you will take this or a related case. Naomi@dailyclout.io. (video)
- @TheRealSantino
- Epstein Island Architect ROBERT COUTURIER Breaks Silence: ‘Everybody Knew!’ as DOJ Files Reveal Disturbing Room Designs— They all stayed silent while little girls were being trafficked and tortured! Couturier said he was hired around 2010 to design interiors on the island, but quickly became unsettled by the nature of the requests and the configuration of certain rooms. "I Immediately Understood," Couturier said, describing the moment he formed conclusions about the nature of the project. He said he left the assignment after only a few months. He recalled being instructed to create a bedroom with a "very colourful palette" because it was "for his girls," and described encountering bunk beds that Epstein also identified as being "for the girls." In another room, Couturier said Epstein pointed to a space filled with computers and described it as a place where the girls could "have fun," a characterization that contributed to what the designer later described as a deeply troubling environment.
- @PWestoff
- Persuading Joe Public to give up their cars, meat, heat, holidays in line with UN Agenda 2030 was always going to be difficult. Much easier to engineer a mid-east war and blow up a good chunk of the world's oil/gas supplies. The Demonic Globalists ARE serious about Agenda 2030. (pic)
- @PeterBernegger
- Tweet #49: This diagram is from Dominion Voting itself. Bombshell is overused - but not here - see end of this tweet. It is called the Democracy Suite System High-level Block Diagram. Study it carefully. You will see: An EMS Datacenter - the central Election Management System server. A Database Server - storing ballot data and vote tallies. A NAS Server - networked attached storage connected to the entire system. A Results Tally and Reporting Server - processing your final vote counts. An Optional Modem Transmission pathway - shown with a lightning bolt symbol - connecting the precinct systems to central reporting. And at the bottom right: (pic)
- @ValerieAnne1970
- Never Forget...The Funerals During Covid. Son moves closer to console his Mother at her Husband’s Funeral. Watch facility staff immediately interrupt them because of ‘Social Distancing’ rules & ‘The Science.’ Never ever forget what these people did to us. (video)
- @FurkanGozukara
- Absolute bombshell. FBI files prove Epstein top recruiter Jean Luc Brunel offered to flip and expose the entire trafficking ring for immunity. The DOJ completely ignored him to protect the elites until he was found dead in a prison. (video)
- @thehealthb0t
- Government factions and private contractors are engaging in CHEMICAL WARFARE against their own people. From weather control to health risks, this "conspiracy" is now undeniable. They are literally poisoning every living thing, including our planet. U.S. Air Force whistleblower Kristen Meghan exposes government geoengineering—spraying toxic chemicals like aluminum and barium into our skies. (video)
- @BrandonStraka
- @Iluminatibot
- 2016 Epstein email to Peter Thiel (PayPal/Palantir founder): “As you probably know, I represent the Rothschilds.” Les Wexner under oath: Epstein worked directly for the Rothschilds in France since the 80s. Ariane de Rothschild emails, $25M deals, 12,000+ mentions in files. The real power stays in the shadows. (pic)
- @Vltra_MK
- Jeff Bezos' grandfather L.P. Gise was Director at the AEC (Atomic Energy Commission) then held the highest administrative position and helped to form ARPA, from which ARPAnet evolved. During his tenure, Gise approved and provided funding for DARPA - which would eventually invent the Internet. Gise was involved in Ballistic Missiles, Satellite Tracking and Foreign investments as well as data exchanges with Australia and Canada. 1957 – Formation of NUMEC from the merger of three existing companies, one of which, the San Toy Mining Company, was under the economic control of the Guggenheim and Rockefeller families, via their ownership of ASARCO, the largest metal smelting company in the world at the time. (pic)
- @ThoughtCrimes80
- The largest fire in Nebraska history is currently ravaging the state with 0% containment, and nobody is talking about it. Pray for Nebraska. (video)
- @JoshHall2024
- BREAKING: Director of National Intelligence Tulsi Gabbard warns that the 2026 midterms and American elections in general are " extremely vulnerable" to being RIGGED by MASSIVE VOTER FRAUD and being TAMPERED WITH by hostile foreign governments. She is calling on President Trump to IMMEDIATELY BAN the use of electronic voting machines to conduct elections nationwide in order to SECURE AND SAFEGUARD them. Do YOU agree with Tulsi that electronic voting machines should be BANNED and we should switch back to the use of PAPER BALLOTS ONLY nationwide?
- @allenanalysis
- Joe Kent on camera tonight: “All 18 of America’s intelligence agencies agreed — Iran had no capacity to develop a nuclear bomb.” “But Israel was telling us they would be able to assemble ten bombs in two weeks.” (video)
- @Rasmussen_Poll
- "It's all software, there's no physical machine. What they do is come in through a back door that's opened by this patch. They create a virtual machine. Within that machine, within that machine inside the actual county election equipment. From that virtual machine they then manipulate the results the data, the database, any way they want.
- @Rothbard1776
- Almost every action you’re witnessing on the world stage is designed to push the population towards a global totalitarian surveillance state. Many public figures trying to gain your trust are wolves in sheep’s clothing. Research everyone’s background and connections. Everyone.
- @FinanceLancelot
- The damage is already done. Absolutely correct @rcwhalen. There's also a huge gap in supply that hits in about 30-60 days. The drawdown in energy, fertilizer and helium hasn't hit yet because the ships are still on the water. (video)
- @nogps1
- Test your rain water. Remember.. what goes up comes down! Geoengineering programs are contaminating everything... all the toxic elements including Aluminum, Barium, Strontium & Lithium - to name just four - are being dispensed into our air and ending up in our water & soil.
- @TonySeruga
- Only 5 Republican Senators (Internal Republican Conference rules allowing a small group to call a meeting for a leadership challenge vote, which would then require a simple majority—around 27 out of ~53 GOP senators—to succeed and elect a new leader.) are needed to force a conference vote to remove John Thune as Senate Majority Leader. @LeaderJohnThune. If no steps are taken to replace the current leadership, we'll just get more of the same gridlock and inaction.
- @JasonBassler1
- While national news is glued to Iran, Nebraska is battling the largest wildfire in its history. 4 active fires. 850K+ acres scorched. Cattle and local food chains at risk. Officials say an electrical pole sparked the blaze. It's 'wild' fire season...(again) or so they say.
Night Trading
- Asian indices are -3.0% to -1.5% on average.
- Asia Ex-Japan Investment Grade CDS Index 90.5 +5.0 basis points.
- China Sovereign CDS 51.75 +2.25 basis points.
- China Iron Ore Spot 107.7 USD/Metric Tonne -.5%.
- Crude Oil 98.72/bbl. +.5%
- Gold 4,449.7 USD/t oz. -3.7%
- Swiss Franc/Offshore Chinese Renminbi Cross 8.76 +.03%.
- Bloomberg Emerging Markets Currency Index 35.29 -.08%.
- Bloomberg Global Risk-On/Risk Off Index 101.5 -.8%.
- US 10-Year Yield 4.40% +2.0 basis points.
- Japan 30-Year Yield 3.57% +3.0 basis points.
- Volatility Index(VIX) futures 26.3 +2.3%.
- Euro Stoxx 50 futures -1.01%.
- S&P 500 futures -.14%.
- NASDAQ 100 futures -.23%.
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