John Letzing

Editor @wef, alum @wsj and @ucbsoj.

[Jonathan Martin @jmart]

NEWS: "I've written 983 pages" - Robert Caro on his final LBJ book

Via @cspan

https://t.co/ypwwZ0IhNs

[Peter Baker @peterbakernyt]

When Trump pulled out of the international nuclear agreement with Tehran in 2018, Iran lacked even a single bomb's worth of uranium. Since then, it accumulated 22,000 pounds of enriched uranium. @BlackiLi @WilliamJBroad https://t.co/r8pPDoXqgh

[The Wall Street Journal @WSJ]

Ariane de Rothschild’s association with the sex offender tests a truce between two banks that share the dynastic name. https://t.co/f1o0SMy9Vp

[Gita Gopinath @GitaGopinath]

The UAE exploring a swap line with the US should give us pause that the consequences of the Iran conflict are far greater than what we see priced in markets. Such explorations do not arise lightly, even behind closed doors.

[Javier Blas @JavierBlas]

And 50 days later, we’re back to no-fighting, no-peace, but also no-oil.

[Yaroslav Trofimov @yarotrof]

Whoever ends up controlling the Strait of Hormuz once the guns fall silent will be the winner of the war. So far, it looks like Iran is on a path to strategic victory. My analysis (from the shores of the strait) in @WSJ

https://t.co/arRl0srX57

[Annmarie Hordern @annmarie]

Bloomberg: Trump administration officials are examining what a potential spike in oil prices as high as $200 a barrel would mean for the economy, according to people familiar with the matter, a sign senior officials are studying the possible fallout from extreme scenarios for the Iran war.
https://t.co/SaHYX5mIQe
@hlowenkron @SalehaMohsin @EMPosts

[CSPAN @cspan]

Yale Budget Lab Exec. Dir. @marthagimbel on the shrinking appeal of U.S. debt: "We are currently the boyfriend at the beginning of the Hallmark movie in the big city, where the girlfriend is still going out with him even though she knows that it's wrong."

[Yaroslav Trofimov @yarotrof]

One nightmare scenario, in particular for America’s Gulf partners now bearing the brunt of Iranian attacks, is that the U.S. and Israel would stop, then Iran would continue harassing strikes to cow these oil-rich monarchies into submission. The fear is that Tehran will try to pressure them to expel U.S. bases and sever their dependence on an America that failed to protect them.
“There are many dangers. A wounded, angry Iran is not the best-case scenario for the Gulf states. While the U.S. has to a large degree castrated Iran in terms of its ability to attack Israel, this gives Iran only one other option: to attack the Gulf states and to weaponize the Strait of Hormuz,” said Dania Thafer, executive director of the Gulf International Forum think tank. “Militarily speaking, the U.S. is on the winning side. But politically speaking, the U.S. and Israel have really gotten nowhere when it comes to Iran.” @Dr_DaniaThafer

https://t.co/0CrF3uViqv

[International Energy Agency @IEA]

The Middle East war is creating the largest supply disruption in the history of oil markets

As a result, IEA Members have agreed to release 400 million barrels of emergency oil stocks to support market stability

More in our latest Oil Market Report ➡️ https://t.co/McMLAo4Ovn

[Dean W. Ball @deanwball]

I think this one needs no further explanation.

[Javier Blas @JavierBlas]

The Chinese foreign minister has been on the phone with his Iranian counterpart.

Who buys more Qatari LNG than anyone else? China.

Who buys more Persian Gulf oil than anyone else? China.

Who buys all -- yes, all -- the Iranian oil? China

[Conner O'Malley @conner_omalley]

I’m 62 years old, I live in Tampa, I eat corn and beef everyday, I always have a titleist hat on, and Iran is the biggest threat to my freedom

[Yaroslav Trofimov @yarotrof]

Watched the German and German-led NATO troops march through Lithuania’s city of Kaunas yesterday, in a message of deterrence to Russia. (If push comes to shove, I’d run with the Norwegian unit here.)

[Karl-Anthony Towns @KarlTowns]

What is happening in the Twin Cities and the Great North Star State is heartbreaking to witness. These events have cost lives and shaken families — and we must call for accountability, transparency, and protections for all people. This moment demands that we reflect honestly on what our values truly are. My thoughts, prayers, and deepest condolences are with the families of Renée Good and Alex Pretti.

I stand with the people of Minnesota.

[Gregory Royal Pratt @royalpratt]

64 days in Chicago: The story of Operation Midway Blitz. Our team fanned out to cover the before, during and after of the federal government’s months-long raid on an American city. This is worth your time to understand the United States today
https://t.co/2y5THeJ0S7

[Yaroslav Trofimov @yarotrof]

How 🇷🇺Putin and 🇸🇦MBS got Witkoff to take the lead in 🇺🇸American diplomacy on Russia and Ukraine, and how Kellogg was pushed aside after turning down Russia’s pre-inauguration entreaty relayed via Tucker Carlson. With my amazing @WSJ colleagues. https://t.co/yrwh97wHDS

[Brian Stelter @brianstelter]

"I’m sure you’re aware of our connections with the Trump Administration and I’m sure they would be interested in this matter. I would strongly suggest dropping this story."

ProPublica obviously didn't drop it. https://t.co/3UFb30wP0q

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

This is a pretty incredible chart. In just ten years, we went from predictions of steadily rising carbon emissions to predictions of steadily falling emissions.

Climate change is beatable.

[World Economic Forum @wef]

China and the US are moving in dramatically different directions when it comes to the cost of living. Experts on each economy explain.
#ChiefEconomists25 #SDIM25

https://t.co/bZxQkpQHcY