JAZ Macro

Macro trader specialising in Futures

[JAZ Macro @JAXCapital]

yes, because the other side UNDERSTANDS HOW TO DRAG OUT THE MARKET RESPONSE FOR OIL.....

[FinancialJuice @financialjuice]

US Secretary of State Rubio: It can take upward of 6 days to get response from Iran.

[JAZ Macro @JAXCapital]

lolol
are they in the room with us.....

[FinancialJuice @financialjuice]

US Secretary of State Rubio: There is a prospect that Iran has agreed to negotiate aspects of nuclear program that they previously refused to mention in dicussions.

[JAZ Macro @JAXCapital]

so when trump said "A DEAL IS IMMINENT", iran wasn't even engaging.....

yet investors just keep bidding up equities like the deal was agreed to yesterday.....

[CN Wire @Sino_Market]

Iranian media: Iran-U.S. information exchange halted for days
Fars News cites a source saying information exchanges between Iran and the U.S. have been halted for at least several days, despite Western media and officials portraying communications as normal. The exchanges, intended to produce a preliminary memorandum of understanding, have been interrupted; the source said Trump’s claim last night that negotiations are progressing rapidly contrasts with the situation, and that Iran’s last message to the U.S., concerning Lebanon, has attracted wide international attention. (https://t.co/vzesqZ97Gv)

[JAZ Macro @JAXCapital]

MAYBE do something about it.......

[*Walter Bloomberg @DeItaone]

FED'S HAMMACK: MAIN CONCERN IS INFLATION IS TOO HIGH AND IS STILL RISING

[JAZ Macro @JAXCapital]

what fkn qualifications does the HOUSING guy have to run NATIONAL INTELLIGENCE??????

[Kyle Cheney @kyledcheney]

The weirdest part of this may be treating the Director of National Intelligence as a part-time job.

[JAZ Macro @JAXCapital]

3 months in.....

spare capacity and SPRs all used up....

it's time for oil prices to go exponential!!!

[*Walter Bloomberg @DeItaone]

TRUMP PREDICTS OIL PRICES WILL FALL "LIKE A ROCK" SOON.

[JAZ Macro @JAXCapital]

suprise suprise......

[Barak Ravid @BarakRavid]

🚨🇺🇸🇱🇧🇮🇱The speaker of the Lebanese parliament, Nabih Berri, told the U.S. on Sunday that Hezbollah is ready for a full & immediate ceasefire with Israel & pledged to guarantee its implementation, Berri's top adviser Ali Hamdan told me. My story on @axios
https://t.co/9lyXLdacmb

[JAZ Macro @JAXCapital]

so much for NEVER selling.....

[zerohedge @zerohedge]

*STRATEGY SOLD 32 BITCOIN FOR $2.5M DURING MAY 26 TO MAY 31

[JAZ Macro @JAXCapital]

WHY would iran agree to give "everything" the usa wants??

[FinancialJuice @financialjuice]

i24 News' Amichai Stein:
A source familiar with the details told i24NEWS: Khamenei did not approve the agreement, and this is one of the reasons Trump did not say 'yes'ln fact,

there is an agreement here between Aragchi and Ghalibf Whitkoff and his people on the other side - but the senior Iranian leadership, the decision-maker, did not say 'yes'

[JAZ Macro @JAXCapital]

yeah, NO DEAL

WHY would iran give usa everything???

think about that, WHY?????

[*Walter Bloomberg @DeItaone]

IRAN–U.S. DEAL REPORTEDLY BLOCKED AT TOP LEVELS

A source cited by i24NEWS claims that while an agreement was reached between Iranian negotiator Araghchi and the U.S. team led by Witkoff, it has not been approved by Iran’s senior leadership.

According to the report, Mojtaba Khamenei did not give approval, which may also be a factor in why President Trump has not given final consent.

[Paulo Macro @PauloMacro]

*US, IRAN MOU TO EXTEND CEASEFIRE, LAUNCH NUCLEAR TALKS: AXIOS
*US, IRAN REACH AGREEMENT ON 60-DAY MOU TO EXTEND TRUCE: AXIOS

Second week in a row just ahead of DOE weekly barrel count. Starting to sense a trend here.

[JAZ Macro @JAXCapital]

as usual, NOT a deal

it's an agreement to keep talking....

[*Walter Bloomberg @DeItaone]

🚨 U.S.–IRAN DEAL PENDING TRUMP APPROVAL

U.S. and Iranian negotiators have agreed on a 60-day ceasefire and framework for nuclear talks, but the deal still awaits final approval from President Trump.

The memorandum would reopen negotiations on Iran’s nuclear program, ensure unrestricted shipping through the Strait of Hormuz, and include Iranian commitments on uranium enrichment, alongside possible sanctions relief discussions.

Officials say most terms are settled, but final authorization from top leadership on both sides is still pending, with Trump reportedly taking a few days to decide.

[JAZ Macro @JAXCapital]

HOW MANY TIMES do we rally on "deal"???

[Axios @axios]

🚨 SCOOP: U.S. and Iran reach deal but need Trump's final approval, officials say https://t.co/uD46gFeoB8

[JAZ Macro @JAXCapital]

how many MORE times are stupid markets going to fall for this sht???

how many???

[*Walter Bloomberg @DeItaone]

RUBIO SAYS IRAN DEAL TALKS NEED MORE TIME

Marco Rubio said negotiations with Iran to extend the ceasefire and reopen the Strait of Hormuz will take several more days due to unresolved wording in the draft agreement.

He said the U.S. insists the waterway remain fully open and toll-free, warning that President Donald Trump will not accept a “bad deal.”

[JAZ Macro @JAXCapital]

can't even agree MoU

so spinning it as "do it properly - no need to rush"

hmmm, have ONLY been ceasefire and negotiating for 6 weeks right?

no need to rush the agreement to AGREE TO FURTHER TALKS.....

[*Walter Bloomberg @DeItaone]

NO NUCLEAR IRAN

Trump called the Obama-era Iran nuclear deal “one of the worst deals ever,” saying it gave Iran a path to nuclear weapons. He said the current Trump administration talks with Iran are the “exact opposite” — slower, tougher, and more controlled.

Trump said sanctions and the blockade will stay in place until a final agreement is fully signed and verified. He stressed that Iran must never develop a nuclear weapon.

He also thanked Middle Eastern countries for supporting the negotiations and suggested Iran could eventually join the Abraham Accords.

[Aaron Rupar @atrupar]

Trump: "I hate having lunch with somebody that's really, really successful. Because he or she is bragging about how great they are stops me from talking about the fact I became president."

[JAZ Macro @JAXCapital]

if this is rubio's position....

[ignoring the BS news today, tomorrow, last week, next week, etc]

is there honestly a resolution when you're asking iran to capitulate on these red line points when you didn't win militarily???

[Barak Ravid @BarakRavid]

רוביו: "יכול להיות שיהיו חדשות (בנוגע לאיראן) בהמשך היום. יכול להיות שלא. אני מקווה שכן יהיו. אני עדיין לא בטוח. הושגה התקדמות מסוימת. אפילו בזמן שאני מדבר איתכם עכשיו נעשית עבודה מסוימת. יש סיכוי שאולי בהמשך היום, מחר, אולי בעוד כמה ימים יהיה לנו משהו לומר, אבל העניין הזה חייב להיפתר בדרך כזו או אחרת. לאיראן לעולם לא יכול להיות נשק גרעיני. המצר חייב להישאר פתוח ללא אגרות. הם צריכים למסור את האורניום המועשר שלהם. אנחנו צריכים לטפל בסוגיית ההעשרה. ההעדפה של הנשיא היא לטפל בזה בדרך דיפלומטית. זה מה שאנחנו עובדים עליו עכשיו״

[JAZ Macro @JAXCapital]

1000% what Brett’s outlined here

However, trump has 0% ability to acknowledge a loss and just walk away with his tail between his legs

Which is why I believe he will escalate for sure.

He would 1000% rather burn Iran down than walk away. He doesn’t give a fk

[Brett Erickson @BrettErickson28]

Everyone can now see the writing on the wall: Iran has won this conflict, and is now set to receive massive economic benefit as a result.

The Iran Hawks are FUMING and calling for renewed strikes.

But any strikes that may take place won’t make any difference. The United States has been woefully outplayed in this conflict.

From start to finish, we have failed. We let Iran take the Strait of Hormuz, we committed atrocities in the bombing of the school in Minab, we expedited the rally around the flag effect by threatening to wipe out their entire civilization.

And Iran? They didn’t have to do a single thing except exactly what every person would expect them to do. Rational, levelheaded, and methodical strategy.

The foolish blockade strategy taken by the United States has accomplished nothing besides allowing Iran to resupply and reposition. We wasted 39 days and counting on this pipe dream strategy, and now the Trump Administration has boxed themselves in.

The Iranian people no longer want to revolt after we attacked them, their children, and their economy.

We have no ability to overcome the asymmetric warfare threats keeping the Strait of Hormuz closed.

And the global economy is rapidly tanking.

There are no solutions left, and Iran sees the pot of gold right around the corner: Tolls on the Strait or massive sanctions relief. Either way, Iran is about to get PAID.

Economic strangulation does not work when the country being strangled knows they have an unlimited supply of oxygen on the horizon.

Continued military strikes do not work when your adversary knows they hold once in a lifetime leverage with their control over the Strait of Hormuz.

It is time for the Trump Administration, and all of their foolish Iran Hawk advisors, to accept reality. You fumbled this to a historic degree, you desecrated the American name, and now you need to come to terms with your disintegrating legacy for the betterment of the world.

Enough is enough. It’s time to clean up this mess you made.

[Brett Erickson @BrettErickson28]

Everyone can now see the writing on the wall: Iran has won this conflict, and is now set to receive massive economic benefit as a result.

The Iran Hawks are FUMING and calling for renewed strikes.

But any strikes that may take place won’t make any difference. The United States has been woefully outplayed in this conflict.

From start to finish, we have failed. We let Iran take the Strait of Hormuz, we committed atrocities in the bombing of the school in Minab, we expedited the rally around the flag effect by threatening to wipe out their entire civilization.

And Iran? They didn’t have to do a single thing except exactly what every person would expect them to do. Rational, levelheaded, and methodical strategy.

The foolish blockade strategy taken by the United States has accomplished nothing besides allowing Iran to resupply and reposition. We wasted 39 days and counting on this pipe dream strategy, and now the Trump Administration has boxed themselves in.

The Iranian people no longer want to revolt after we attacked them, their children, and their economy.

We have no ability to overcome the asymmetric warfare threats keeping the Strait of Hormuz closed.

And the global economy is rapidly tanking.

There are no solutions left, and Iran sees the pot of gold right around the corner: Tolls on the Strait or massive sanctions relief. Either way, Iran is about to get PAID.

Economic strangulation does not work when the country being strangled knows they have an unlimited supply of oxygen on the horizon.

Continued military strikes do not work when your adversary knows they hold once in a lifetime leverage with their control over the Strait of Hormuz.

It is time for the Trump Administration, and all of their foolish Iran Hawk advisors, to accept reality. You fumbled this to a historic degree, you desecrated the American name, and now you need to come to terms with your disintegrating legacy for the betterment of the world.

Enough is enough. It’s time to clean up this mess you made.