PAKISTANI SECURITY SOURCE: PAKISTAN ARMY CHIEF MUNIR SPOKE TO TRUMP, TOLD HIM U.S. BLOCKADE OF IRAN PORTS (NOT HORMUZ BLOCKADE) IS HURDLE TO TALKS
(@WalterBloomberg)

IRAN SIGNALS NEW TALKS IN ISLAMABAD

Iran may send a delegation to Islamabad this week for a second round of talks, according to two Pakistani officials.

Speaking anonymously, they expressed cautious optimism that both Iranian and U.S. delegations could attend. Pakistan will not
(@WalterBloomberg)

U.S. TO HOST FURTHER DISCUSSIONS AMONG G20 COUNTRIES ON FOOD AND FERTILIZER IN COMING WEEKS, STATEMENT SAYS

G20 FINANCE OFFICIALS DISCUSSED IMPACT OF MIDDLE EAST CONFLICT ON ECONOMY, FOOD SECURITY IN APRIL MEETING, ACCORDING TO CHAIR'S STATEMENT
(@WalterBloomberg)

$MSTR - STRATEGY BUYS 34,164 BITCOIN FOR AGGREGATE PURCHASE PRICE $2.54B
(@WalterBloomberg)

HASSETT: TRUMP SAID IRAN PEACE TALKS WILL HAPPEN
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TRUMP ADMINISTRATION TO BEGIN REFUNDING $166B IN TARIFFS

The U.S. government will start refunding up to $166 billion in Trump-era tariffs after the Supreme Court ruled the policy unlawful.

From April 20, businesses can file claims through a new Customs system to recover duties https://t.co/odxn7ePJgL
(@WalterBloomberg)

KUWAIT DECLARES FORCE MAJEURE ON OIL SHIPMENTS ON HORMUZ HALT
(@WalterBloomberg)

$TSLA - TESLA ROBOTAXI EXPANDS—NO DRIVER MONITORS

Morgan Stanley’s Andrew Percoco reaffirmed an Equalweight rating and $415 target on Tesla as it expands robotaxi service to Dallas and Houston.

Early reports suggest rides are operating without in-car safety monitors—a shift
(@WalterBloomberg)

$TSLA - TESLA TARGET RAISED—EXECUTION RISKS REMAIN

Jefferies analyst Philippe Houchois raised Tesla’s price target to $350 (from $300) and kept a Hold rating.

He expects Q1 to highlight a widening gap between Tesla’s ambitions and execution, with concerns over funding unless
(@WalterBloomberg)

MILITARY USE OF NATO JET FUEL PIPE DISRUPTS COMMERCIAL SUPPLY
(@WalterBloomberg)

IRAN SIGNALS TALKS BACK ON—‘REFUSAL’ WAS TACTICAL

Iran’s apparent rejection of a second round of U.S. talks was likely strategic posturing, not a breakdown in negotiations, according to Pakistani sources.

Tehran is now open to resuming discussions but has not made a final
(@WalterBloomberg)

UAE: DISMANTLED IRAN-LINKED GROUP PLANNING TO DESTABILIZE STATE
(@WalterBloomberg)

IRAN REOPENS MAIN AIRPORTS IN CAPITAL TEHRAN: AVIATION AUTHORITY
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AI BOOM WON’T AUTOMATICALLY MEAN RATE CUTS

Fed chair nominee Kevin Warsh argues an AI-driven productivity surge could allow lower interest rates without stoking inflation.

Economist Ed Yardeni disagrees. While also bullish on productivity, he says stronger growth would likely
(@WalterBloomberg)

SENIOR IRANIAN OFFICIAL TO REUTERS: POSITIVE EFFORTS ARE UNDERWAY BY PAKISTAN TO END THE U.S. BLOCKADE, ENSURE IRAN'S PARTICIPATION IN TALKS
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SENIOR IRANIAN OFFICIAL TO REUTERS: IRAN IS POSITIVELY REVIEWING PARTICIPATION IN PEACE TALKS WITH U.S., NO FINAL DECISION HAS BEEN MADE YET
(@WalterBloomberg)

U.S. ECONOMY HOLDS FIRM—BUT RISKS LOOM

The U.S. economy has largely shrugged off geopolitical tensions so far, but Barclays warns the resilience may not last.

Q1 growth is tracking around 2.3%, supported by government spending and strong AI-related investment. However, consumer
(@WalterBloomberg)

IRAN: MORE DETAILS ON PAKISTAN CALL TO BE RELEASED LATER
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SECOND ROUND OF TALKS BETWEEN ISRAEL AND LEBANON WILL TAKE PLACE ON THURSDAY IN WASHINGTON - ISRAELI MEDIA
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TRUMP REJECTS GAS PRICE WARNING

Trump says gas prices will drop as soon as the Iran war ends, dismissing Energy Secretary Chris Wright’s forecast that prices may stay above $3 until 2027.
(@WalterBloomberg)

VANCE, US DELEGATION TO LAND IN ISLAMABAD WITHIN HOURS: NYP
(@WalterBloomberg)