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@CrazySmitty271 Hiking rates with a weakening labor market and the current chaos with the Yen... sure. 😅 Reality check: the Fed isn't hiking in this scenario. They will pause or cut.

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@anasalhajji Yes. You're always right.

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@EduardoSM142857 @Nanosecso Quién ha ganado un Mundial y 2 Eurocopas?

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@jose_basa Eso de “puro market timing” queda bonito, pero omite lo principal: China restringió exportaciones de destilados. Si no puedes vender diésel/gasolina/jet fuera, recortas refino y compras menos crudo.

No es magia china: es menos outlet para producto refinado.

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@JavierBlas Before calling it a supply boom: is China really buying again?

Because for two months the marginal buyer was basically missing. If those barrels need discounts to clear, that’s not strength — that’s market-share panic.

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@MBAeconomics1 A few weeks ago you said the U.S. would set a silver price floor. Now it’s “last day at legacy prices” and a revaluation? Every day it’s a different story. Make up your mind.

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@BrettErickson28 Trump hasn't even read it. He'll just make something up tomorrow.

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@elcrackdel23 Error. La inflación es por shock de oferta.

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@DarioCpx At this point, I want oil to finish dumping already so Trump’s little “peace” act falls apart and he stops laughing at everyone. Once oil is done crashing, the nonsense will be over.

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@WhaleFUD If the IRGC charges “fees,” Hormuz isn’t open — it’s being extorted.

You can’t legally pay a designated terrorist group unless the law/sanctions change.

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@WarMonitor3 https://t.co/WWLtndyHK2

[Amit Segal @AmitSegal]

EXCLUSIVE: According to a very senior official on the PM’s team on the late-night Netanyahu-Trump call, the Axios report is inaccurate. Trump did not make personal remarks about jail or claim Netanyahu is hated globally.

​Instead, the tense call focused on conflicting social media posts: Trump felt Netanyahu implied the war was continuing at full intensity, while Netanyahu felt Trump implied a total ceasefire.

​Trump did note that defending Israel’s global position is difficult and breeds hatred. Ultimately, the call ended with an understanding: Israel will hold off on striking Beirut as long as it is not attacked within its own borders.

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@rickjeff78 @bonchieredstate Maybe you’re mistaken about there being a deal. It might be worth taking another look at your reasoning and reconsidering your position.

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@lorenzoramirez https://t.co/NaNw6HkkLe

[*Walter Bloomberg @DeItaone]

IRAN'S FARS SAYS STRAIT OF HORMUZ WOULD REMAIN UNDER IRAN'S MANAGEMENT CONTRARY TO TRUMP'S ANNOUNCEMENT

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@kike_moris Puede caerte mejor o peor Shakira, pero cuando la Administración se equivoca y un juez le para los pies, eso se llama Estado de derecho.

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@AlvargonzalezV Ormuz no es el único punto de presión. Irán también puede cerrar o desestabilizar el acceso al Mar Rojo a través de Yemen cuando quiera, mediante sus aliados hutíes.

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@felixprehn Far from pulling away, this move actually leaves the UAE much more aligned with US interests, not less.

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@felixprehn Washington agreed, but with a clear condition: the UAE had to leave OPEC so they could produce at maximum capacity and drive down crude prices.

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@silvertrade BOFA is long on silver. https://t.co/qpHiELAdTu

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@_guilleonidas Los estados del Golfo están en bancarrota.