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
(@WalterBloomberg)

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
(@WalterBloomberg)

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
(@WalterBloomberg)

SECOND ROUND OF TALKS BETWEEN ISRAEL AND LEBANON WILL TAKE PLACE ON THURSDAY IN WASHINGTON - ISRAELI MEDIA
(@WalterBloomberg)

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)

US TEAM HEADS TO IRAN TALKS—TRUMP DEMANDS NUCLEAR END

A U.S. delegation led by JD Vance is en route to Pakistan for urgent Iran talks as the ceasefire deadline nears.

Trump says negotiations are on track and is open to meeting Iranian leaders directly—but insists Iran must https://t.co/Me9zjf7bm2
(@WalterBloomberg)

TRUMP TELLS NYPOST HE IS WILLING TO MEET WITH SENIOR IRANIAN LEADERS IF BREAKTHROUGH REACHED
(@WalterBloomberg)

LEBANESE PARLIAMENT SPEAKER BERRI SAYS THERE IS A U.S. EFFORT TO EXTEND THE CEASEFIRE BETWEEN LEBANON AND ISRAEL, ASHARQ AL-AWSAT NEWSPAPER CITES HIM AS SAYING
(@WalterBloomberg)

US OIL PARES GAINS TO HIT INTRADAY LOWS NEAR $87/BBI
(@WalterBloomberg)

IEA'S BIROL: IAE OIL RESERVES COULD BE TAPPED AGAIN IF NEEDED
(@WalterBloomberg)