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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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Mar 25, 2026 / Tyler Durden
Mediators Say Talks 'Difficult But Not Dead' After Iran Rejects US Proposed Ceasefire, Counters With 5 Conditions
Jul 23, 2026 / Tyler Durden
Trump Throws Abraham Accords Monkey Wrench Into Saudi Nuclear Deal At 11th Hour
Trump Throws Abraham Accords Monkey Wrench Into Saudi Nuclear Deal At 11th Hour
President Trump has suddenly pulled back the reins on the Saudi nuclear deal, which is likely being felt as a major shock in Riyadh, given that the deal was already signed Wednesday by Energy Secretary Chris Wright and Saudi Energy Minister Prince Abdulaziz bin Salman.
Trump in a Thursday morning Truth social post declared that the deal will only be finally approved "totally subject to Saudi Arabia joining the very respected and successful Abraham Accords."
Upon Wednesday's signing, there...
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Jun 1, 2026 / Tyler Durden
Trump Reportedly Ripped Netanyahu In Phone Call, Demanded Lebanon Truce: 'You're F**king Crazy, I'm Saving Your Ass'
Trump Reportedly Ripped Netanyahu In Phone Call, Demanded Lebanon Truce: 'You're F**king Crazy, I'm Saving Your Ass'
Summary
Axios reports angry call between Trump and Netanyahu; Trump is said to have told Netanyahu "you’re fucking crazy’" while demanding Lebanon truce: "I’m saving your ass,"
Trump has announced the "shooting will stop" in Lebanon, after phone calls with both sides. Says Iran talks back on "at rapid pace"; Lebanese presidency confirms Hezbollah agreed to US ceasefire proposal
Iran announces halt to all exchanges with US, citing Israeli aggression in Lebanon. Trump says 'haven't heard' this...
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