BREAKING: President Trump says he is PAUSING the "period of energy plant destruction" in Iran by 10 days, until April 6th.
For the second time, within minutes of our call for bond market "intervention" and the 10Y Note Yield crossing 4.40%, Trump has delayed strikes.
Keep watching the bond market.
The Strait of Hormuz is now dominating global market coverage:
The number of stories mentioning "Hormuz" on the Bloomberg terminal is up to a record 62,010 this month.
This marks a +4,084% increase since the end of February.
This also exceeds stories mentioning "ChatGPT" by +1,359%.
Even at its February 2023 peak, "ChatGPT" stories only reached 17,990, or -71% lower than "Hormuz" today.
This comes as the Strait of Hormuz, a route for ~20% of global oil supply, remains largely closed to shipping amid the Iran War.
The entire world is watching the Strait of Hormuz.
BREAKING: Axios reports that the Trump administration is 'closer to a major war in the Middle East than most Americans realize' and that 'it could begin very soon'
Bitcoin și Ethereum arată o structură rară pe graficele mari, pe care aproape nimeni nu o discută acum.
Iti prezint exact ce se întâmplă, ce date contează cu adevărat și de ce perioada asta este diferită de ce am văzut până acum.
Uită-te până la capăt și spune-mi în comentarii cum vezi tu situația.
https://t.co/3G8xwQfzHv
China is winning the electricity race:
China now generates a record 10,000 TWh of electricity annually.
Meanwhile, the US produces 4,500 TWh, or -55% less than China's output.
Since 2019, Chinese power generation has surged +2,500 TWh, or +33%.
Over the same period, the US has added just +221 TWh, or +6%, while Europe recorded a -110 TWh decline.
In other words, China's electricity generation has grown ~11 TIMES faster than the US over the last 6 years.
The energy gap has never been wider.
JUST IN: 🇷🇺⚽️ FIFA President Gianni Infantino calls to lift ban on Russia from its football tournaments.
"This ban has not achieved anything, it has just created more frustration and hatred."
Retail investor bullish sentiment is through the roof:
49.5% of individual investors expressed a bullish stock market outlook over the next 6 months in the latest AAII survey, the highest since November 2024.
This marks the 6th week of the last 7 during which bullish sentiment has remained above the long-term average of 37.5%.
Meanwhile, bearish sentiment fell to 28.2%, the 2nd-lowest since November 2024.
This marks the 3rd consecutive weekly reading below the average of 31.0%.
Bullish sentiment has now outpaced bearish sentiment for 7 consecutive weeks, the longest streak in 14 months.
Retail investors are historically bullish.
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Green zone is a must hold for the $TOTAL Crypto Market Cap.
Anything lower and it would send it straight back into the 2024 range which would not be ideal.
Price action has been very correlated with stocks so eye on those going into next week with FOMC ahead.
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