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B200s Or B-2s?
B200s Or B-2s?
By Bas van Geffen, senior macro strategist of Rabobank
Concerns about the Middle East continued to dictate markets yesterday. The Strait of Hormuz remains closed, and there were no signs that this will change soon. Oil prices rose further. Dated Brent jumped 5% on the day to top $111.
Alongside the rise in benchmark energy prices, yields increased too. 10y US Treasury yields closed around 5bp higher, and 10y German Bund yields rose 6bp to 3.1%, dragging broader EUR yields up. Equities struggled. European bourses closed around 1.5% lower,...
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Apr 5, 2026 / Kyle Anzalone
Iran, Oman Hold Talks on Strait of Hormuz
Iranian and Omani officials met to discuss shipping through the Strait of Hormuz. After the US and Israel attacked Iran, Tehran shut down the vital waterway to most tankers. A statement from the Omani Foreign Minister following the talks said both sides put forward proposals, but did not indicate that an agreement was reached to […]
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Mar 31, 2026 / Tyler Durden
Futures Jump On Hopes Of War De-escalation, Korea Enters Bear Market On Memory Rout
Futures Jump On Hopes Of War De-escalation, Korea Enters Bear Market On Memory Rout
Futures are higher on a WSJ report that Trump is considering exiting the middle east conflict even if the Strait of Hormuz is not reopened; but the market is deciding whether this is a genuine intent to leave or another feint given the previous US attacks during negotiations and that Trump has yet to adjust his Apr 6 deadline. As of 8:00am, S&P futures are 1.1% higher, at session after approaching correction territory yesterday. Nasdaq futures rise...
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Apr 21, 2026 / Dave DeCamp
Israeli Soldier Says an IDF Commander Spat on the Bodies of Three Children He Killed in Gaza
A report published by the Israeli newspaper Haaretz on the “moral injuries” that IDF soldiers are dealing with includes several accounts of atrocities committed against Palestinians in Gaza, including one story about an IDF commander spitting on the bodies of children. The soldier, who went by the alias Yuval, said the incident occurred in southern Gaza near […]
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