Crude up 5% this morning. Brent near $96. Headlines screaming Iran will “close Hormuz.”
Before you panic, look at two prices the news is ignoring.
A thread on signal vs noise 🧵
@icooperTrades How would the above levels change considering that very soon WTI June is tradable and not May. I stopped trading May since 2 days because it is getting tricky towards settlement day.
🚨🇺🇸🇮🇷 TRUMP'S DEADLINE IS TOMORROW. HERE'S WHY NOBODY SHOULD PANIC
Political analyst Garland Nixon says stop watching the threats, watch the track record.
"Every ultimatum Trump has ever issued from 500% tariffs to the Ukraine war to maximum force threats has ended the same way."
Trump doesn't like big risks; he got dragged into this war, he'll find a way out.
Iran already told him exactly what they'll hit if he escalates. A semi-permanent disruption to global energy.
No one wants that. Not even Trump.
@GarlandNixon
🇺🇸🇨🇳🇷🇺 Something significant just happened in the diplomatic push to end this war.
In the last 24 hours, China's foreign minister spoke to Russia's foreign minister.
Russia's foreign minister spoke to Iran's foreign minister.
All three are now actively engaged around a proposed framework called the Islamabad Accord, with Pakistan as the main go-between for the U.S. and Iran.
This is no longer a regional mediation effort. This is the U.S., China and Russia all pulling in the same direction at the same time.
Iran has publicly rejected talks repeatedly. But rejecting Pakistan is one thing.
Saying no to both Beijing and Moscow simultaneously is a much harder position to hold.
China and Russia are Iran's two most important relationships on the planet. Their trade lifelines. Their diplomatic cover at the UN Security Council.
Tehran can ignore Washington. But there are countries it can’t afford to ignore.
The framework may fail. The mistrust runs deep and the IRGC is not convinced. But for the first time since this war began, the diplomatic architecture looks serious.
Watch Islamabad very closely.
Source: @Kamran_Yousaf
@CMoffiziell@Hellmann1899 I liked Dino but when you consider that since the game away at @bayer04_es the performance of Eintracht was , with 1-2 exceptions modest, we all have to agree he was given enough time to rebalance the ship. And now when you see how Riera started we all wished he came earlier …
@CMoffiziell@11RIERA11 The man is a genius in all his actions during the past 4 games. For me is astonishing how he transformed Collins over night : playing now left defender and mastermind of the 2 goals against Freiburg. For me Collins was a lost cause since months. I still have my doubts abt Kaua…
@ChrisK22115858@icooperTrades I still hope peace will prevail. It will be a very dangerous move to start a war with all the possible implications. This clown at the White House is a disaster. A medical case