Caiman System Discussion

Israeli media outlets, including Channel 12 and Ynet, claim that Trump has extended the ceasefire with Iran until Sunday 26 April, and that the White House has already informed the Israeli side of this decision.

The White House states that Trump has not set any deadlines...

Kevin Warsh, Trump’s nominee for the post of Federal Reserve Chair, stated during his hearing before the Senate Banking Committee that he would not be Trump’s ‘puppet’, but judging by his comments, it seems he is prepared to follow all of Trump’s instructions 

TRUMP: 

We have complete control over the Strait of Hormuz. No ship can enter or leave without permission from the US Navy. It is ‘completely closed’ until Iran is able to strike a DEAL!!!

INTEL shares have risen by 275% since the government acquired a stake in the company and are now trading at record highs 

The weekend looks set to be a turbulent one: the markets are awaiting news from the Strait of Hormuz, and no one knows whether the next headline will be genuine or just another false alarm.

Iranian Foreign Minister Araghchi has confirmed that he is travelling to Islamabad, Muscat and Moscow

Araghchi: The aim of my visits is to coordinate closely with our partners on bilateral issues and to hold consultations on regional developments. Our neighbours are our priority.

S&P has affirmed Germany’s rating at AAA/A-1+; the outlook is stable 

The Q1 2026 earnings season is underway in the US

Of the companies that have already reported, 81% have beaten revenue expectations, which is higher than the five-year average of 70% and the ten-year average of 67%

84% beat EPS expectations, which is higher than the 5-year average of 78% and higher than the 10-year average of 76%

The US ‘Economic Conditions Index’ has fallen to a 70-year low

Against this backdrop, a growing number of experts expect the Fed to cut interest rates more aggressively (than the markets anticipate) over the next two years

The US Air Force has significantly stepped up the deployment of forces to the Middle East overnight. The flow of cargo and personnel to bases in the UAE and Qatar has increased substantially, according to Flightradar

Three US aircraft carriers are now already in the Middle East. This is a rare situation since the 2003 Iraq War, according to Iranian media 

CNBC: The Senate is expected to vote on the confirmation of Warsh as Chair of the Federal Reserve this Wednesday, 29 April  

The UAE HAS DECIDED TO WITHDRAW FROM OPEC AND OPEC+ FROM 1 MAY

The UAE will gradually increase oil production

Withdrawal from OPEC will help the country meet changing demand – statement 

The UAE’s energy minister told Reuters that leaving OPEC and OPEC+ gives the UAE flexibility, as it has no obligations within the group, and stated that the country did not consult directly with other countries, including Saudi Arabia, before making the decision.

Santiment reports that there is still a high level of greed among BTC traders. Many are waiting for the $90,000 mark

CryptoQuant reports that someone has heavily bought into call options on the Deribit exchange ahead of the FOMC meeting or Friday’s expiry 

 BRENT >  $122

The Fed is seeing the most significant disagreements among Board members regarding monetary policy since 1992

but with Powell’s departure, Trump will soon resolve this issue 

Trump has unveiled a new plan to reopen the Strait of Hormuz – AP News

Under the plan, the US will continue to blockade Iranian ports, coordinating its actions with allies to tighten measures against Iran’s attempts to disrupt the free flow of energy supplies

Trump may have been nominated for the Nobel Peace Prize again, according to Kristiana Berg Harpvik, secretary of the Norwegian Nobel Committee

Trump has stated that the deadline for Congress to authorise war with Iran is invalid, as hostilities have ‘ended’ 

WSJ: TRUMP TELLS CONGRESS IRAN CONFLICT IS OVER, SIDESTEPPING WAR AUTHORISATION

‘The military operations that began on 28 February 2026 have ended,’ reads a message sent by Trump to Mike Johnson, Speaker of the House of Representatives

Due to US sanctions, Iran has begun cutting oil production in order to prevent storage capacity from being exhausted