*Walter Bloomberg (@DeItaone)
@DeItaone
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*TRUMP SAYS U.S. GETTING ON WITH VENEZUELA
*TRUMP SAYS U.S. GETTING ON EQUALLY WELL WITH IRAN
*TRUMP SAYS IRAN CAN NEVER HAVE NUCLEAR WEAPON
NORWAY BEAT BRAZIL 2-1 IN WORLD CUP LAST 16
MERZ AT G7: CHINA'S CURRENCY IS UNDERVALUED BY 20-30%; THIS NEEDS TO BE DISCUSSED
HORMUZ SHIPPING RESUMES GRADUALLY AS DEAL PROGRESSES
Iran says the blockade of the Strait of Hormuz has eased, with a limited number of vessels allowed through ahead of the US-Iran deal signing, according to Deputy FM Majid Takht-Ravanchi. Ship tracking and reports show several tankers and cargo vessels transiting in recent hours. US officials say the waterway is reopening under the agreement, with full normalization expected after final signing and technical implementation.
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GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030
Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.
AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.
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$TSLA - TESLA MODEL Y L US ENTRY COULD BOOST SALES
TD Cowen reiterates Buy on Tesla with a $490 target, highlighting upside if the Model Y L (long-wheelbase, 3-row SUV) enters the US.
Analyst Itay Michaeli estimates 60k–135k annual demand, ~30% above current Model Y volumes. The launch could strengthen Tesla amid EV demand recovery and pressure rivals in the $50k+ 3-row SUV segment.
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$TSLA - MUSK HAS DISCUSSED WITH COLLEAGUES THE POSSIBILITY OF FOLDING TESLA-SPACEX TOGETHER - CNBC
CHINA IS RESTRICTING OVERSEAS TRAVEL FOR TOP AI PROFESSIONALS IN PRIVATE FIRMS SUCH AS ALIBABA GROUP HOLDING AND DEEPSEEK
VANCE: I THINK IRAN WANTS TO MAKE A DEAL BUT WE WON'T KNOW UNTIL WE SIGN DEAL
MORTGAGE RATES HIT 6.75%, HIGHEST SINCE JULY
30-year mortgage rates rose to 6.75%, the highest since July, up 7 bps in a day and 33 bps over 10 days, according to Mortgage News Daily.
Rates are now 46 bps above April lows after rebounding from war-driven volatility that pushed them near 6.6% in March.
Mortgage News Daily’s Matthew Graham says bond markets are signaling pressure on policymakers to end the war or face further economic strain.
The move has lifted monthly payments by about $167 on a median-priced home, highlighting renewed pressure on housing affordability.
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*VANCE: OPTION B IS RESTART MILITARY CAMPAIGN ON IRAN
*VANCE: TRUMP DOES NOT WANT TO DO OPTION B IN IRAN
VANCE: WE'VE MADE A LOT OF PROGRESS ON IRAN
VANCE: WE CAN RESTART MILITARY CAMPAIGN
VANCE: BUT THAT'S NOT WHAT TRUMP OR IRAN WANTS
VANCE: WE CAN RESTART MILITARY CAMPAIGN
VANCE: WE'VE MADE A LOT OF PROGRESS ON IRAN
$LULU - WSJ SAYS LULULEMON-WILSON TALKS COLLAPSE
BOND YIELDS MAY TRIGGER TRUMP ACTION
Wolfe Research says rising U.S. bond yields—not stock declines—are the key trigger that could force White House action on the war.
Analyst Chris Senyek warns inflation is pushing yields higher, and policymakers are more likely to respond to bond market stress than equity weakness.
The firm also flags stretched stocks and risks from inflation, energy, AI spending, and credit stress, but sees bonds as the main pressure point.
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PENTAGON LEAVES DOOR OPEN TO RENEWED IRAN STRIKES
A senior Pentagon official declined to rule out renewed US military action or ground troop deployment in Iran, saying those decisions remain with President Trump.
The Pentagon also did not say whether the administration would seek congressional authorization if operations against Tehran resume, while noting diplomatic negotiations are still ongoing.
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UN CUTS 2026 GLOBAL ECONOMIC GROWTH FORECAST TO 2.5% FROM 2.7% ON MIDDLE EAST CONFLICT
UN RAISES 2026 GLOBAL INFLATION FORECAST TO 3.9% FROM 3.1%
UN SEES GLOBAL GROWTH SLOWING TO 2.1% IF ENERGY DISRUPTION IS MORE SEVERE
UN LOWERS 2027 GLOBAL ECONOMIC GROWTH FORECAST TO 2.8% FROM 2.9%
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TRUMP ENDORSES KEN PAXTON IN REPUBLICAN TEXAS U.S. SENATE PRIMARY
BOND SELLOFF DEEPENS AS INFLATION FEARS WEIGH ON MARKETS
US stocks fell as rising oil prices and inflation concerns extended the selloff in government bonds, pushing 10-year Treasury yields to their highest level since February 2025.
Markets remain focused on the risk of prolonged Middle East tensions driving energy costs higher, even after President Trump signaled a delay in potential military action against Iran.
Investors are also watching major earnings this week, including Nvidia, alongside the expected filing of SpaceX’s IPO prospectus.
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