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Aaron Rupar @atrupar.com · 2h
199

Zelenskyy: "Prices are rising because of the war in the Middle East, the blocking of Hormuz. Everyone understands it. If we want to speak with people fairly, if we want to be clear, if we want to speak with our nations openly, people have to hear reality. Don't play games with people."

WarTranslated (Dmitri) @wartranslated.bsky.social · 1h
12

Turns out Ukraine knows nothing about the "energy ceasefire," Financial Times reports, citing a senior official close to Zelensky who says crews are busy restoring power and water in Kyiv right now. "No one has heard of any ceasefire," the official says.

NOELREPORTS @noelreports.com · 52m
23

Trump announced an immediate “energy ceasefire” between Russia and Ukraine, claiming both sides had agreed and warning them not to break it. FT reporter Christopher Miller says the claim is false, reporting that Zelensky and his office have no info about an energy ceasefire agreed with Russia.

Texas Paul @realtexaspaul.com · 1h
12

It's confirmed that the Greek tanker Minerva Zen is NOT carrying Russian diesel to the United States (told you so). We now know the cargo and customer. YOU ARE NOT GETTING ANY RUSSIAN DIESEL! Join us on Coffee With Texas Paul. I'll lay it all out for you. We go live at 11 am Eastern.

Carl Quintanilla @carlquintanilla.bsky.social · 2h
22

BARCLAYS DESK: “.. let’s face facts; the combined disclosed lab revenues of circa $150bn .. is not going to cut it when the ecosystem needs well in excess of $1trn .. I’ve yet been presented with a credible framework as to where this money is going to come from ..”

Carl Quintanilla @carlquintanilla.bsky.social · 31m
8

GOLDMAN DESK: “.. I understand why the dark blue line makes folks uncomfortable with how top heavy S&P is. With that said, I’m still not inclined to pick a big fight with the light blue line ..” [Pasquariello]

Carl Quintanilla @carlquintanilla.bsky.social · 2h
2

BARCLAYS DESK: “.. indices still haven’t done much but there has been an abundance of market stress elsewhere with over 50% of SPX down at least 20% from all-time highs, and some of the poorest breadth divergences witnessed since data collection began in the 1990s.”

Alina Pereverzieva 🇺🇦 @perevaa.bsky.social · 1h
1

The Samara oil pumping station was hit for the 4th time in October – on Oct 2, 7, 10 and 11. So far, the strikes have damaged or destroyed: – 100% of the RVSPK-50000 tank farm – Around 40% of the RVS-20000 tank farm

NOELREPORTS @noelreports.com · 8h
22

Former Vice President Mike Pence, who served under Trump from 2017 to 2021, condemned Trump’s decision to lift sanctions on Russian fuel, calling it a lifeline for Putin’s war machine. “Putin doesn’t want peace. Putin wants Ukraine,” Pence said, urging Trump to rescind the deal. #Ukraine

Carl Quintanilla @carlquintanilla.bsky.social · 4h
16

FEDWATCH: “.. As the 10-year yield has moved above 5.25%, stock–bond correlations have ‘collapsed’ toward zero. That breakdown in co-movement is why equities are holding up even as yields keep climbing.”

Anonymous @youranoncentral.bsky.social · 15h
36

US-Russia-Israel plan was to collapse Iran to drive up oil prices, blackmail EU into pressuring Ukraine to halt refinery strikes, restore Russian oil trade, force Ukraine to surrender. Instead, Iran didn't collapse, took over Hormuz and Ukraine increased the strikes on Russian refineries.

UNITED24 Media @united24media.com · 5h
5

🔴 "This is a gift to Putin." Ukraine warned that US President Trump’s fuel deal allowing 300,000 tonnes of Russian diesel onto global markets directly finances attacks on Ukrainian cities.

Emilio Santiago Muíño @esantiago.bsky.social · 8h
2

¡Del peak oil y su colapsismo se puede salir! La clave: respetar la realidad. Se está gestando una crisis de diésel gorda. Pero su causa es geopolítica, no geológica. Que otras personas no cometan tus errores creo que merece la pena: en este error yo me empantané mucho más de lo razonable.

Carl Quintanilla @carlquintanilla.bsky.social · 2h
5

It’s early in earnings season but .. Pepsi Levi’s Delta Constellation “.. The micro is already offering a glimpse of what it takes to deliver under pressure, with early results suggesting there is more to the story than simply beating expectations.” - Morgan Stanley [Savone]

David Henig @davidheniguk.bsky.social · 9h
12

Less 'plan' more the latest publicity seeking brain fart of someone who has already shown he has no understanding of the world whatsoever. Yeah, tariffs on Afghanistan, that'll show them, except there's barely any trade.

Ukrainska Pravda 🇺🇦 @pravda.ua · 5h
13

‼️ US senators and members of the House of Representatives from both parties have opposed President Donald Trump's decision to lift sanctions against Russia, reminding him of the Graham Act, which calls for tougher restrictions on Russian energy exports. 📸: GettyImages