Implausible Deniability on Nostr: 🇺🇸🇮🇷 From Kobeissi Letter: Exactly 12 hours after our "warning," ...
🇺🇸🇮🇷 From Kobeissi Letter:
Exactly 12 hours after our "warning," President Trump has INTERVENED:
Yesterday, at 7:35 PM ET, we posted that "oil prices are no longer the biggest threat to markets."
We said it has become increasingly clear that "bond markets will dictate just how long President Trump can continue increase pressure in the Iran War."
At 4:30 AM ET today, we noted that bond market is now more "broken" than the energy market situation.
Then, as the 10Y Note Yield hit 4.45% last night, President Trump likely had the same conversation as he did on April 9th, 2025, when he paused tariffs for 90-days.
3 hours later, President Trump postponed all strikes on Iranian power plants for 5 days and said the US and Iran have had "productive" talks to end the war. And, the intervention becomes even more clear.
30 minutes later, Iran denied President Trump's claims and said Trump is trying to "buy time" by calming markets.
The 10Y Yield briefly collapsed before rebounding back to 4.38% now, a clear attempt by the US to contain the brewing bond market crisis.
The US simply cannot afford the 10Y Yield at 4.50%+.
Keep watching the bond market.
Published at
2026-03-23 13:24:12 UTCEvent JSON
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