News

US-Israel-Iran Conflict: ① Iran 1. Iran warns it will respond forcefully to the ongoing attacks on Lebanon. 2. The Iranian Islamic Revolutionary Guard Corps reiterates that it has not attacked any country since the ceasefire. 3. Iran: Without an agreement and if fighting resumes, it will damage US and Israeli interests in the Middle East. 4. Iranian parliamentary official: Israeli oil tankers are "absolutely prohibited" from passing through the Strait of Hormuz. 5. A senior Iranian source said that due to Iran's insistence and pressure, the Israeli military was forced to stop its attacks on Beirut. 6. Iranian Parliament Speaker: If the US attempts to use these negotiations for show, Iran is prepared to defend its rights. 7. Iranian Armed Forces: Due to repeated breaches of trust by the US and Israel in the past, the armed forces remain on full alert and are ready to open fire at any time. ②The United States 1. The US claims its diplomats were "ambushed" in Iraq on the 8th. 2. US negotiators will demand that Iran release detained US citizens. 3. White House officials say Trump is optimistic about reaching an agreement with Iran. 4. US media: With US-Iran negotiations imminent, the US military continues to increase troop deployments in the Middle East in preparation for possible subsequent military actions. 5. Trump: Besides the Strait of Hormuz, Iran has "no other bargaining chips"; the Strait of Hormuz will be open "soon". 6. Trump stated that he would escalate military strikes against Iran if no agreement is reached; the outcome of talks with Iran will be clear within 24 hours. 7. White House Economic Council Director Hassett: A backup plan for opening the Strait of Hormuz has been developed, and the strait is expected to open within two months. 8. White House officials stated that uncertainty remains within the White House, and Trump currently believes that the Strait of Hormuz is unlikely to reopen in the short term. ③Israel 1. Israeli airstrike on a government building in southern Lebanon killed 13 security personnel. 2. Israeli media quoted a senior Israeli official as saying that it is possible to dismantle Hezbollah, but it will take weeks or even months. 3. Israeli media: Israel is prepared for a possible breakdown in US-Iran negotiations and a renewed conflict between the two sides. 4. Israel Defense Forces: Since the start of operations against Hezbollah, more than 200 missile launchers have been dismantled, and hundreds of Hezbollah artillery personnel have been killed. 4. Other situations 1. Spain calls on EU member states to suspend their association agreements with Israel. 2. Britain will convene another international conference to discuss how to allow “free” passage through the Strait of Hormuz. 5. Strait of Hormuz 1. Only four ships have passed through the Strait of Hormuz in the past 24 hours. 2. Iranian officials say the Strait of Hormuz has remained closed for the past two days. 3. Ship operation data shows a Russian oil tanker successfully transited the Strait of Hormuz. 4. An Israeli intelligence official said Iran is charging ships allowed to pass through the Strait of Hormuz. 5. Shipping intelligence company Kpler: On April 9, the number of ships passing through the Strait of Hormuz increased to nine, up from five the previous day, but still far below the level of broader normalization. ⑤ Ceasefire Negotiations 1. Lebanese Presidential Palace: Lebanon and Israel agreed to discuss a ceasefire in the US on the 14th. 2. The Israeli ambassador to the US stated that he had not agreed to discuss a ceasefire with Hezbollah in Lebanon. 3. Pakistan confirmed that US-Iran talks will be held on the 11th at the Serena Hotel in Islamabad. 4. US Vice President Vance has departed for Pakistan, expecting positive progress in talks with Iran. 5. The Iranian negotiating delegation, led by Speaker of the Iranian Islamic Parliament Ghalibaf, has arrived at the Serena Hotel. 6. With negotiations imminent, the Speaker of the Iranian Islamic Parliament has put forward two conditions: a ceasefire in Lebanon and the unfreezing of frozen Iranian assets.

According to CNBC: U.S. Vice President Vance and U.S. Treasury Secretary Bessent questioned technology giants on AI security issues before Anthropic released Mytho.

Market News: Lebanon and Israel agreed to hold their first meeting at the U.S. State Department on Tuesday to discuss announcing a ceasefire and setting a date for the start of negotiations.

S&P: The stable outlook reflects market expectations that the British economy will be able to withstand the impact of rising oil, gas and other input prices related to conflicts in the Middle East.

Lebanese Presidential Palace: The United States will mediate the dispute between Lebanon and Israel.

Standard & Poor's: Confirmed the UK's "AA+/A-1+" rating; outlook stable.

The Dow Jones Index closed down 269.23 points, or 0.56%, at 47916.57 points on April 10 (Friday);The S&P 500 Index closed down 7.7 points on April 10 (Friday) 7 points, a decrease of 0.11%, to 6816.89 points;The Nasdaq Composite Index closed up 80.48 points, or 0.35%, to 22902.89 points on April 10 (Friday).

According to Iranian state media reports, an Iranian delegation led by Iranian Parliament Speaker Qalibaf has arrived in Islamabad on the eve of peace talks with the United States.

U.S. Commodity Futures Trading Commission (CFTC): In the week ended April 7, speculators increased their net short positions in CBOT U.S. 2-year Treasury futures futures by 74,691 lots to 1,712,015 lots, and net short positions in U.S. 5-year Treasury futures The number of contracts decreased by 33,911 to 1,552,929. The net short position of U.S. 10-year Treasury futures increased by 39,561 to 823,624, and the net short position of ultra-long-term Treasury futures decreased by 7,746 to 260,383.

U.S. Commodity Futures Trading Commission (CFTC): As of the week of April 7, the net long position of natural gas futures in the NYMEX and ICE markets decreased by 30,476 lots to 52,396 lots.

U.S. Commodity Futures Trading Commission (CFTC): In the week ended April 7, speculative net long positions in COMEX copper futures decreased by 489 lots to 38,804 lots.

U.S. Commodity Futures Trading Commission (CFTC): In the week ended April 7, speculative net long positions in COMEX silver futures decreased by 777 lots to 10,039 lots.

U.S. Commodity Futures Trading Commission (CFTC): In the week ended April 7, speculative net long positions in COMEX gold futures decreased by 1,760 lots to 92,113 lots.

Market News: The Bank of Canada, the country’s major banks and financial institutions held a meeting on Friday to discuss the cybersecurity risks posed by Anthropic’s latest artificial intelligence model.

According to Politico: Next week, the UK will host a meeting on reopening the Strait of Hormuz, and the talks will be at a lower level than the first round of talks on April 2.

Hassett, director of the White House National Economic Council: The impact of this incident on GDP is limited.

Hassett, director of the White House National Economic Council: Gasoline prices are currently very high.

Hassett, director of the White House National Economic Council: We are starting to see more and more ships passing through the strait.

According to the Wall Street Journal: U.S. President Trump has promised to issue mass pardons to his staff before leaving office.

Market news: Britain will hold more talks on reopening the Strait of Hormuz.