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"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month
"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month
As last week wore on, it felt increasingly like the market was transitioning from pricing inflation risk (from a 'brief' energy supply shock) to weighing a demand-shock-driven growth scare (from a longer lasting disruption) as bonds rallied in the face of higher oil and lower stocks (stagflation).
Last week saw three attempts at unilateral de-escalation (5-day delay, 'ceasefire' proposal, 10-day delay) met with even more supply as the apparent 'Trump Put' or 'TACO' trade is losing its power.
Simply put,...
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Apr 11, 2026 / Tyler Durden
'No Deal': Vance Leaves Islamabad As Iran Talks Stall Over Nukes; US Starts Mine-Clearing Hormuz
'No Deal': Vance Leaves Islamabad As Iran Talks Stall Over Nukes; US Starts Mine-Clearing Hormuz
Summary:
US-Iran peace talks have broken down over Iran's commitment to no nuclear weapons, Vance said "it's bad news for Iran, much more than for the US."
CENTCOM confirms two mine-sweepers are clearing the Strait, Iran claims it turned the warships back.
President Trump announces start of "clearing out the Strait" as a favor to the rest of the world.
Peace talks in Pakistan begin in indirect format, led by Vance and on Iran side - Ghalibaf, Arachchi - expected to...
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Apr 15, 2026 / Tyler Durden
Bessent Keeps Running Tally Of China As "Unreliable Global Partner" - Count Now Stands At Three
Bessent Keeps Running Tally Of China As "Unreliable Global Partner" - Count Now Stands At Three
Treasury Secretary Scott Bessent told reporters Tuesday that Beijing’s panic hoarding of crude and refined products, while refusing to join the rest of the world in releasing supplies to offset the Gulf energy shock, has now demonstrated for the third time in five years that China is an "unreliable global partner."
"China has been an unreliable global partner three times in the past five years; once during COVID, when they hoarded healthcare products, second on...
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Apr 14, 2026 / Tyler Durden
Treasury Rushes To Access Anthropic 'Mythos' AI After Warning It Can Hack "Every Major Operating System"
Treasury Rushes To Access Anthropic 'Mythos' AI After Warning It Can Hack "Every Major Operating System"
The US Treasury Department’s technology team is actively seeking access to Anthropic PBC’s highly restricted Mythos AI model so it can begin hunting for software vulnerabilities, according to a person familiar with the situation cited by Bloomberg.
Illustration via WIRED
Treasury Chief Information Officer Sam Corcos briefed the department’s cybersecurity team on the technology last week and has directed efforts to gain access to the model "as soon as this week."
The request comes days after Treasury Secretary...
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