🇺🇸UPDATE: #US AVERTIZEAZĂ ALLIES PRIVIND SUPORTUL ÎN CONFLICTUL DIN IRAN
Secretarul Apărării Pete Hegseth a avertizat că vor exista „consecințe” pentru aliații care nu susțin campania SUA împotriva Iranului, numind reacția NATO „inacceptabilă”.
Între timp, Președintele #TRUMP a declarat pentru Axios că SUA vor menține un blocaj naval asupra Iranului până când se va ajunge la un acord care să abordeze îngrijorările nucleare.
#CENTCOM a pregătit de asemenea planuri pentru o undă de atac „scurtă și puternică” dacă negocierile rămân blocate.
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#Jerome_Powell speaks at 2:30 PM ET in what is widely expected to be his last press conference as Fed Chair, ending an 8-year run through one of the most volatile macro cycles in modern history.
No rate cut is expected, but his remarks today could move #market sharply.
🔸 FOMC meets today at 2 PM ET, Powell's final meeting as Fed Chair. Markets price a near-certain hold at 3.50–3.75%. Focus: will the statement open the door to a June cut given oil-driven reflation? 🔸 Iran talks collapsed. Rubio rejected Tehran's Hormuz-reopening proposal; Trump is now preparing an extended naval blockade. Brent is up ~10% on the week to near $110/bbl. 🔸 Visa Q2 FY2026: revenue $11.23B (+17% YoY), non-GAAP EPS $3.31 beat the $3.09 consensus, payments volume +9%, cross-border +12%. New $20B share buyback authorized. 🔸 MSFT, GOOGL, META, and AMZN all report after close today. Bloomberg: AI capital spending is the central question; hyperscaler capex guidance will set the tone for the next growth cycle. 🔸 GDP Q1 2026 advance estimate releases tomorrow (April 30) at 8:30 ET. Reuters median forecast: 2.3% annualized. Bets on a surprise miss are rising as tariff drag and slowing consumer data cloud the print. 🔸 Gold and oil decoupled into FOMC: real yields rose, gold sold off, while Brent ripped to $110 on the Iran collapse. The split reinforced the Fed's higher-for-longer stance heading into Powell's 2 PM statement. 🪙Crypto Updates: 🔸 AG Blanche at Bitcoin 2026: DOJ fundamentally changed the rules. Developers not knowingly aiding criminal use of their code won't be investigated. Direct response to Tornado Cash and Samourai Wallet. 🔸 CLARITY Act Senate markup pushed to May. Lummis at Bitcoin 2026: April deadline missed. Open issues: stablecoin yield, DeFi provisions, Republican votes. Galaxy Research: 50% enactment odds by year-end. 🔸 MARA launched the MARA Foundation at Bitcoin 2026: network security, quantum resistance research, open-source dev, and self-custody tools. CEO Fred Thiel says miners have responsibilities beyond hashing. 🔸 A coalition including Block, Coinbase, and Bitcoin Policy Institute proposed at Bitcoin 2026: exempt BTC transactions under $600, up to $20K annually, from capital gains reporting to make everyday payments practical. 🔸 Czech National Bank governor Aleš Michl announced a 1% Bitcoin allocation from its $180B reserves at Bitcoin 2026 Day 2. CNB research: Bitcoin raises expected returns without increasing overall portfolio risk. 🔸 Saylor at Bitcoin 2026 Day 2: $10M long-term BTC target plus a digital credit pitch. STRC, his BTC-backed preferred stock, framed as the largest preferred float globally in 8 months at 11% tax-deferred yields.