'US-Iran Deal Is Near' Narrative Returns, But Tehran Refuses To Surrender Hormuz Leverage
"Contrary to what is being circulated by Western media, Iran will not commit to relinquishing control of the Strait of Hormuz."
Zerohedge Debates
Latest: Oil Market Deep Dive
Login
or
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
ZeroHedge Reads
- Alt-Market
- AntiWar.com
- Bitcoin Magazine
- Bombthrower
- BULLIONSTAR
- Capitalist Exploits
- Christophe Barraud
- Dollar Collapse
- Dr. Housing Bubble
- Financial Revolutionist
- ForexLive
- Forum Geopolitica
- Gains Pains & Capital
- Gefira
- GMG Research
- Gold Core
- Implode-Explode
- Insider Paper
- Libertarian Institute
- Liberty Blitzkrieg
- Max Keiser
- Mises Institute
- Mish Talk
- Monetary Metals
- Newsquawk
- Of Two Minds
- Oil Price
- Open The Books
- Peter Schiff
- Portfolio Armor
- QTR’s Fringe Finance
- Safehaven
- Slope of Hope
- SpotGamma
- TF Metals Report
- The Automatic Earth
- The Burning Platform
- The Economic Populist
- Themis Trading
- Thoughtful Money
- Value Walk
- Visual Combat Banzai7
- Wolf Street
Expand
Liftoff: SpaceX Gray-Market Trading Signals 35% IPO Pop
"Odds of a big SpaceX first day gain rising sharply: now probability of a 20% gain (>$2.2TN) at 62%, up from 20% yesterday, and a 30% gain (>$2.4TN) at 46%."
Goldman Cuts 2027 Brent Price Outlook As Weak Demand Offsets Hormuz Disruption
"Nudging down 2027 forecast..."
PremiumThis Is What A Broken Market Looks Like
The VXN/VIX ratio has exploded.
The market is not simply becoming more volatile.
The market's most important narrative is becoming more volatile.
Premium
"Resetting Business": Xbox Layoffs Loom As New CEO Supercharges Overhaul
"... but our annual revenue has declined nearly half a billion during that time. Going forward, this cannot continue."
'Path Ahead Will Remain Bumpy'; Goldman's Chief US Equity Strategist Warns 'Recent Vol Is Precursor To More Ahead'
Recent volatility is a precursor to more ahead...
PremiumCrude benchmarks hit on Mehr MoU reporting, equities bid into SPCX debut - Newsquawk US Market Open
Iran's Mehr News reports that the US-Iran MoU includes the reopening of the Strait of Hormuz, lifting oil sanctions, and releasing frozen Iranian funds. The draft is still being reviewed. Brent -4.1%.
NSChina Is Learning To Use Less Oil, And That's A Bigger Deal Than It Sounds
Three months into the biggest oil supply disruption in modern history, China appears to have discovered something that should make oil bulls at least a little uncomfortable.
BofA Sees "Runaway Price Risk" In Spot Sulfur As Global Supply Chain Freezes
"The inflation is destroying demand across some industries, notably phosphates and pulp & paper, but we are not killing demand fast enough..."
TACO Thursday Trumps Hot-flation & ECB Hike, Sending Stocks & Bonds Soaring Ahead Of SPCX Launch
...ECB rate-hikes, ORCL ugly, hot PPI, Token spend drops, and yet another POTUS pivot...
PremiumTraders Are Shorting Oil As If The Hormuz Crisis Is Over
Oil traders are increasingly betting on lower prices, with short positions in Brent crude tripling since late March despite the loss of roughly 13 million bpd of supply from the Middle East...
SpaceX Prices Biggest Ever IPO At $135 Per Share
“It’s probably the most hopeful IPO"
Is long Financials the ultimate hedge for the AI trade?
What if the next outperformer isn't another AI beneficiary? Financials remain deeply unloved, cheaply valued and lightly owned despite improving fundamentals.
PremiumFrance Is Latest EU Country To Ban & Sanction Israel's Finance Minister
Israel blasts move as "disgraceful" amid already severely deteriorated relations...
CJ Hopkins: How I Learned To Stop Worrying And Love The New Normal Reich
So I am now officially a 'hate criminal' in Germany...
New Pakistani Strikes On Afghanistan Kill 13 Civilians, Taliban Says
Ceasefire shattered after weeks of relative calm along border...
Europe set for firm open with Brent below $90/bbl, SpaceX ahead - Newsquawk EU Market Open
US President Trump said we made a great settlement of war with Iran, signing will probably happen in Europe and soon; Brent -2.0% at USD 88.50/bbl.
NS'Full Force Of The Law': British PM Threatens Belfast Anti-Immigration Rioters While Lowe Says 'Millions Must Go'
In the wake of the Belfast riots, Lowe is doubling down on mass deportations...
Why China's Population Decline Is Irreversible
China’s demographic collapse is so advanced that even an immediate return to replacement-level fertility cannot prevent a massive population decline because there are simply too few women of childbearing age...
Black Activism In America Has Become Cultural Poison
Everything is justifiable in the minds of perpetual victims, including murder and the complete destruction of civilization...
The AI Boom Is Becoming A Volatility Story
The recent selloff was about more than weaker tech. Negative gamma, rising skew, poor liquidity and growing uncertainty around the ultimate scale of the AI buildout are creating a market where relatively small shocks can quickly snowball, while elevated volatility is already starting to matter for systematic investors.
The AI Proxy Nobody Realized They Owned
EEM has gone from AI darling to volatility nightmare in a matter of days. Volatility has exploded, the market is pricing nearly 3% daily moves, and investors are rediscovering that EEM has quietly become an Asian AI trade. The question now is whether panic has gone too far.
The Fragile Market
A volatility shock is rippling far beyond semiconductors. Leveraged ETF rebalancing, exploding tech fear, cracking confidence in gold, and surging emerging-market volatility are increasingly driving price action, raising concerns that markets have become a giant short-gamma ecosystem where relatively small flows can produce outsized moves.
The ETF Casino Is Running The AI Trade
The AI boom has triggered one of the sharpest upward revisions cycles in recent memory, helping fuel one of the most crowded trades in the market. Yet as leveraged ETF volumes explode and volatility takes control, semiconductor stocks are telling a far more complicated story.
Nobody In Control
Nobody is in control. Violent intraday swings, growing leverage, rising supply, and mounting warning signals are colliding with resilient demand, leaving a market where convexity works both ways and conviction remains scarce.
Today's Top Stories
Assistance and Requests: Contact Us
Tips: tips@zerohedge.com
General: info@zerohedge.com
Legal: legal@zerohedge.com
Advertising: Contact Us
Abuse/Complaints: abuse@zerohedge.com
Make sure to read our "How To [Read/Tip Off] Zero Hedge Without Attracting The Interest Of [Human Resources/The Treasury/Black Helicopters]" Guide
It would be very wise of you to study our privacy policyand our (non)policy on conflicts / full disclosure.Here's our Cookie Policy.
