Alkind

President Trump's discussion in the Situation Room lasted nearly two hours, but he did not achieve an agreement on a new deal with Iran, according to a senior administration official who spoke on the condition of anonymity to discuss internal deliberations. - NYT
The administration feels it is near to reaching an agreement, but other issues remain unresolved, notably the unfreezing of Iranian funds, according to the official. - NYT$XTIUSD

🔴 LATEST: President Trump is headed into the SITUATION ROOM to make a final determination on Iran
The US Naval blockade in the Strait of Hormuz has been LIFTED, per President Trump

Based on Trump's statement, this is an even stronger de-escalation signal than the previous headlines because it suggests:
• Hormuz Strait fully reopened
• Naval blockade lifted
• Water mines removed
• Iran cooperating on uranium removal/destruction
• Nuclear agreement framework largely settled
• Trump discussing final approval rather than military escalation
SM MARKET DIRECTION ⚡️
⬆️US INDICES — Bullish Trend
⬇️OIL Bearish Trend
⬆️GOLD Bullish Trend
⬇️USD Bearish
⬇️TREASURY YIELDS
$XAUUSD $XTIUSD

SM MARKET REACTION ⚡️
TRUMP ON IRAN:
“I’m okay with Iran suspending its nuclear program for 20 years, but it has to be a real commitment.”
This statement is generally seen as a de-escalation / negotiation signal, because Trump is saying he is open to a long-term suspension deal if Iran gives a “real commitment.” That reduces immediate fears of direct escalation or military action.
MARKET DIRECTION ⚡️
the first market reaction would likely be:
⬆️ Indices (US30 / SPX / NASDAQ) → Bullish
• De-escalation signal supports risk appetite
⬆️ Gold → Slight Bullish / Volatile
• Current market structure s

TREASURY YIELDS EASE AS ENERGY COSTS DRIVE HOTTER U.S. INFLATION PRINT
Treasury yields fell on Thursday as investors mulled the implications of April’s hotter-than-expected producer price data for Federal Reserve interest rate policy.
💬 The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — was down over 1 basis point to 4.465%.
💬 The 2-year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, was over 1 basis point lower at 3.975%.
💬 The longer-dated 30-year Treasury bond yield was also 1 basis point lower

Hezbollah Deputy Chief: US, Israel Seek to Subjugate Lebanon
Hezbollah’s Deputy Secretary-General Sheikh Naim Qassem said the US and Israel are attempting to bring Lebanon under their control as part of a so-called "Greater Israel," vowing resistance will continue until victory.
NATO's Rutte says he is 'extremely optimistic' about the future of NATO.
🔴U.S. stock index futures edged lower on Tuesday as a rally in chip stocks lost steam and hopes for a quick resolution to the Middle East war faded, while investors looked ahead to a key inflation report.
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🟥KEY ECONOMIC NEWS & DATA TO WATCH TODAY
Stay alert! Here are the critical events and data releases that could shake the markets:
⏱15:30 | USD
CPI (MoM) (Apr)
Core CPI (MoM) (Apr)
CPI (YoY) (Apr)
__________________________________________
$XTIUSD
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US Treasury Secretary Bessent: We discussed with PM Takaichi President Trump's trip to Beijing.

🔹A year ago, U.S. President Donald Trump predicted that towering trade tariffs would bring America's main economic rival to heel.
He heads to China this week with that ambition blunted by court rulings, narrowing his goals to a ​few deals on beans, beef and Boeing , opens new tab jets, and enlisting China's help to resolve his unpopular Iran war, political analysts say.
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OIL PRICES RISE AS FRAGILE US-IRAN TALKS SUSTAIN SUPPLY WORRIES.
Oil prices rose nearly 1% on Tuesday as talks ‌to end the U.S.-Israeli war on Iran appeared fragile, with Tehran's response to a Washington proposal highlighting stark differences that have kept supply concerns alive.
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TUESDAY'S BREAKING NEWS
USD | CPI (MoM) (APR)
Time: 15:30
Effects: High
Previously: 0.9%
Forecast: 0.6%
__________
USD | CPI (YoY) (APR)
Time: 15:30
Effects: High
Previously: 3.3%
Forecast: 3.7%
__________
USD|USD | CORE CPI (MoM) (APR)
Time: 15:30
Effects: High
Previously: 0.2%
Forecast: 0.3%
__________
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Trump to Fox: Considering Renewing Project Freedom.#GateSquareMayTradingShare $XTIUSD

TRUMP: IRAN SAYS US MUST REMOVE ‘NUCLEAR DUST’ FROM DESTROYED SITES
Donald Trump said Iranian negotiators told him the US would need to retrieve radioactive material — which he called “nuclear dust” — from Iran’s destroyed nuclear facilities because Tehran lacks the technology to remove it.
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#BitcoinHoldsFirmAbove80K

HORMUZ CLOSURE COULD REMOVE 100M BARRELS WEEKLY, SAYS ARAMCO CEO
Saudi Aramco CEO Amin Nasser warned that a continued closure of the Strait of Hormuz could cut global oil supply by about 100 million barrels per week.
He said the market has already lost around 1 billion barrels due to the disruption, partly offset by alternative routes and reserves.
Nasser called it the biggest energy supply shock ever, noting the crisis could delay full market normalization until 2027 if it drags on.
Aramco is expanding non-Hormuz export routes, including its Red Sea terminal, to improve resilience as the conf