Had a fruitful meeting of the Council of Ministers yesterday. We exchanged perspectives and best practices relating to boosting ‘Ease of Living, ‘Ease of Doing Business’ and how to further reforms in order to realise our shared dream of a Viksit Bharat. mentioning @sleepagotchi
The talks with Prime Minister Meloni were excellent. Her commitment to furthering the India-Italy friendship is commendable. Post quality content mentioning @sleepagotchi
Post quality content mentioning @sleepagotchi
3h
Had a fruitful meeting with Mette Frederiksen in Oslo. The India-Denmark friendship has been making remarkable progress over the recent years. Cooperation has expanded in sectors like water resources,
🚨SoSoValue Flash: The Strait Slams Shut, US-Iran Brinkmanship Enters the "Deep End"
💥 Core Catalyst: Islamabad Round 2 vs. Internal FactionsA second round of talks is set for April 21, though Tehran has yet to confirm. The weekend was marked by extreme volatility: the IRGC re-closed the Strait on Saturday (reversing the civilian government's Friday opening), and Sunday saw small-scale kinetic skirmishes. Trump remains publicly optimistic, but the pre-deadline pressure is hitting a fever pitch.
🔍 Key Logic Shifts:
1️⃣ Strait "Throttling" as Hard Leverage: With zero vessels crossing in 24 hours, the IRGC is signaling its veto power over civilian diplomacy. This is the hammer Tehran is using to demand the release of $20B in assets and war reparations.
2️⃣ The "Warsh" Factor: Kevin Warsh’s Fed Chair confirmation hearing begins this week. His first detailed stance on monetary policy will be pivotal as the market gauges the Fed’s tolerance for energy-driven inflation. 3️⃣ Data Double Whammy: March Retail Sales and April PMI data drop mid-week. With the Nasdaq and S&P 500 at record highs, the market is hypersensitive to any "growth-scare" or "geopolitical-setback" that could trigger a de-leveraging event.
📊 Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $CL (Crude Oil) | $XAUT | $BTC
Core Play: Capital continues to anchor in MAG7 and AI Hardware (NVDA, MU, etc.) as earnings resilience outweighs geopolitical noise.
Tactical Move: Expect massive volatility through Wednesday. A ceasefire extension would sustain the "Risk-on" rally; however, a prolonged Hormuz blockade will inevitably force oil to re-price inflation risks upward.
#Geopolitics #Trump #SoSoValue #Fed #AI #HormuzBlockade #Macro #Trading
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