🚨 U.S. Secretary of the Interior Doug Burgum: Trump will come to us with an amazing agreement on Iran!

Iran's President: Ready to Reach a "Dignified" Framework Agreement Pezeshkian stated that Iran is prepared to reach a "dignified" framework agreement to end the ongoing wars and tensions in the region.

Tucker Carlson suggests that Fox News is giving people too rich and successful picture of an outcome in the Middle East. This is why the stock market soared today. I don't know when this party sobers up, but the situation in the Gulf is really tragic, and about to get worse.

🔥 Biya Morning Brief | Key Global Market Highlights for May 26 1️⃣ Macroeconomics U.S.-Iran negotiations continue to progress, with market expectations that the Strait of Hormuz could reopen approximately 30 days after a ceasefire agreement. Reports indicate Iran will not impose tolls on the strait, and both sides may officially announce the deal today. Trump stated that negotiations with Iran are progressing well but emphasized that no agreement allowing Iran to acquire nuclear weapons will be accepted. Market risk appetite has significantly rebounded: the MSCI Global Index hit a new all-time high, and the Euro Stoxx 600 posted its sixth consecutive day of gains, with FOMO sentiment continuing to build. Today, market focus centers on U.S. data releases, including the May Conference Board Consumer Confidence Index and the Dallas Fed Business Activity Index. 2️⃣ Precious Metals Spot gold remains range-bound near $4,530–$4,580 per ounce, while silver fluctuates around $75–$78 per ounce. Declining oil prices and a weaker dollar provide support for gold and silver, but rising risk appetite limits safe-haven demand. 3️⃣ Crude Oil International oil prices plunged sharply: WTI crude fell to around $90 per barrel, while Brent crude retreated to approximately $96 per barrel. Markets are pricing in expectations of U.S.-Iran de-escalation and the reopening of the Strait of Hormuz. 4️⃣ Hong Kong Stocks Hong Kong’s three major indices opened higher, with the Hang Seng Tech Index rising nearly 2%. The semiconductor sector surged: SMIC, Hua Hong Semiconductor, and ASMPT all climbed close to 15%, while GigaDevice reached a new high. Tech stocks showed mixed performance: NetEase rose, while Tencent, Meituan, and Baidu edged lower. 5️⃣ U.S. Stocks U.S. markets were closed on Monday for Memorial Day. Interest in tech IPOs continues to grow, with heightened attention on potential offerings from SpaceX, OpenAI, and Anthropic. 6️⃣ Cryptocurrencies BTC remains range-bound near $76,000; ETH holds steady around $2,100. BTC ETFs saw net outflows, but clear inflows were observed in XRP, SOL, and HYPE, as capital continues rotating into altcoins. HYPE surged nearly 10% in 24 hours on news of its buyback program.

BTC has surged, as rumors suggest an imminent announcement of a U.S.-Iran agreement. The 60-day MOU framework between the U.S. and Iran was always uncertain, but after Trump’s unpredictable stance led to confirmation of the 60-day ceasefire framework—causing oil prices to plummet—the market has clearly shown signs of reversal. Any subsequent official news is expected to be bullish.

‼️Critical condition from Iran to the U.S.: Demanding half of $24 billion immediately A new demand has emerged in the indirect negotiations between Iran and the U.S. It is reported that the Iranian government is insisting that $12 billion of its $24 billion in frozen assets be released immediately upon the announcement of any agreement.

📊 #KeyEvents Oil prices rose amid mixed global market performance, following reports of U.S. strikes linked to Iran. The alleged defensive attacks coincided with ongoing negotiations in Doha between Iranian officials and the Prime Minister of Qatar, reigniting market concerns. • Oil trading above $100, as markets monitor any new escalation and fear pressure on equities and inflation. • Gold edged slightly lower today amid current tensions. • U.S. government borrowing costs fell to their lowest level since mid-April, as markets cling to hopes of a peace agreement. • Attention remains on upcoming U.S. inflation data (PCE) and GDP figures, which will drive the Fed, the dollar, and equities in the coming period. 🔎 Current Focus: • Oil and Iran • Inflation data • AI stocks • Upcoming interest rate expectations #WallStreet #Fed #InterestRates #Gold #Inflation #KeyEvents #Oil #Investing #Economy #MTCharts #AI #PCE

U.S. stock markets are closed on Monday. While there appear to be signs of progress in the U.S.-Iran agreement, excessive optimism is unwarranted. First, the fact that oil prices have dropped nearly 7% suggests significant progress in the negotiations. Second, however, this does not mean an agreement will be reached immediately. According to Nikkei, the ceasefire has been extended by 60 days. This doesn’t necessarily mean the agreement requires 60 days to finalize, but the probability of reaching a deal within just six days is very low. Feng has already placed a bet on Polymarket that no agreement will be reached by May 31. Current PM predictions show a 50% probability of an agreement by June 15. Third, another reason to avoid excessive optimism is oil. @rngzhwn199456 previously warned Feng that even if the Strait opens immediately, oil prices won’t plummet right away. After reviewing this insight, Feng agrees it’s accurate. Gulf nations have already entered partial production shutdowns due to the inability to import crude oil, and underground pressure conditions in oil reservoirs have changed. Meanwhile, during the U.S.-Iran hostilities, energy infrastructure in Saudi Arabia, Qatar, the UAE, and Kuwait was directly or indirectly targeted by Iranian attacks. As a result, restoring some crude production capacity will take time—minimum two months, potentially over a year. While @rngzhwn199456 anticipates a surge in crude oil purchases once capacity recovers, Feng is less convinced. But one thing is certain: after the Strait opens, oil prices are unlikely to drop rapidly back to pre-war levels, nor will they decline in a straight line. Before the Strait opens, some previously extracted crude inventories from Gulf nations will enter the market, increasing supply. However, as production capacity fails to fully recover afterward, supply will remain relatively constrained—likely resulting in a volatile, gradual decline. Oil price fluctuations will influence expectations around interest rate hikes, which in turn affect U.S. stocks and crypto markets. Yet this dynamic may also present opportunities for trading crude oil futures contracts.

A strike vote of 326 to 20 ended without a single day of action. Australia's Offshore Alliance suspended planned strikes at Inpex's Ichthys LNG plant after pay talks showed progress, removing an immediate supply disruption risk at the 9.3-million-metric-ton facility. The cancellation eases near-term upside pressure on LNG prices, though QatarEnergy's force majeure running to mid-August keeps medium-term supply concerns in place. Source: Reuters This is not investment advice. Trading involves risk and is not suitable for everyone.