![](\"https:\/\/fortune.com\/img-assets\/wp-content\/uploads\/2026\/04\/GettyImages-2270167901.jpg?w=2048\")
<\/p>\n<\/p>\n
Oil rose marginally to $97 per barrel this morning. S&P 500 futures were flat before the open in New York. The index closed up 0.62% yesterday. Asia was up strongly today: Japan\u2019s Nikkei 225 rose 1.84%, China\u2019s CSI 300 gained 1.54%, and South Korea\u2019s KOSPI added 1.40%. The optimism spread to Europe, too. The Stoxx 600 climbed 0.35% and the U.K.\u2019s FTSE 100 put on 0.21% before lunch.<\/p>\n
New inflation number incoming: The U.S. Bureau of Labor Statistics will publish the Consumer Price Index for March\u2014the first full month of the war\u2014later today. The expectation is that it rose one percentage point to 3.4%, per ING.<\/p>\n
Get ready for oil hoarding<\/p>\n
Oil prices will stay \u201chigh for longer\u201d even if the U.S. and Iran can make a peace agreement because governments don\u2019t believe the peace will last, according to Macquarie analysts Thierry Wizman and Gareth Berry. Even if the Strait of Hormuz is reopened, nations will start hoarding it in fear of a resumption of hostilities, they advised clients:<\/p>\n
\u201cIt’s the risk of renewed disruption (or control of the Strait by Iran) that will make crude oil appear scarce, and why the industrialized countries will want to hoard supplies immediately. That will push the spot and futures prices higher than they would otherwise be without the tension. And hoarding of crude oil could be just as inflationary as a shut-in of crude oil.\u201d<\/p>\n
\u201cDated Brent\u201d is becoming a problem: There are already signs of stress in the oil market, according to CNBC. The price of \u201cdated Brent,\u201d which reflects cargoes at sea due for delivery between 10 days and a month from now, was at $131.97 per barrel on Thursday.<\/p>\n
ONE BIG THINGEXCLUSIVE: Has Anthropic built something too dangerous and too expensive to commercialize at scale?<\/p>\n
Anthropic says its new AI model, \u201cMythos,\u201d is too dangerous to be released because it can be used by hackers to find cyber security vulnerabilities that humans don\u2019t even know exist. That\u2019s an unusual stance for a company valued at around $380 billion and preparing for an IPO, according to Fortune\u2019s Bea Nolan. The company is rolling out Mythos via an invitation-only initiative restricted to organizations focused on security risks, such as Amazon, Apple, Microsoft, and Cisco. That looks like pretty great brand-building, according to Paulo Shakarian, a professor of artificial intelligence at Syracuse University. It \u201cplays really well with the chief security officers of the world,\u201d he said. <\/p>\n
But it may also be the case that Mythos is so large, and requires so much computing power, that the company cannot afford to support its release to the general public. \u201cI think it is likely that they simply do not have the GPU and other compute resources available to serve it at scale,\u201d says Richard Whaling, lead researcher of cybersecurity startup Charlemagne Labs.<\/p>\n
IRANU.S.-Iran peace talks begin as the White House goes to war against the media, insider traders, and the Vatican\u00a0<\/p>\n
Peace talks between Iran and the U.S. are scheduled to start today in Islamabad, Pakistan. Conflict between Israel and Hezbollah, Iran\u2019s proxy terror group in Lebanon, continued overnight and this morning. Live coverage from the BBC here.<\/p>\n
President Trump accused Iran of violating the ceasefire agreement: \u201cIran is doing a very poor job, dishonorable some would say, of allowing Oil to go through the Strait of Hormuz. That is not the agreement we have!\u201d he said on Truth Social.<\/p>\n
Only 12 ships have passed through the strait in the last 24 hours, according to this live monitoring site. That\u2019s up from seven ships the previous day. Normally, 130-plus ships navigate the gap.<\/p>\n
Inside the White House, staffers were formally warned to stop placing insider bets on commodity indexes and prediction markets like Kalshi and Polymarket. Fifteen minutes before Trump announced there would be peace talks with Iran, $760 million of oil futures contracts changed hands \u201cin less than two minutes,\u201d the Wall Street Journal reports. On Polymarket, three accounts earned $600,000 by correctly predicting the exact time of the Iranian ceasefire.<\/p>\n
Trump was angry at the Wall Street Journal last night: \u201cThe Wall Street Journal, one of the worst and most inaccurate \u2018Editorial Boards\u2019 in the World, stated that I \u2018declared premature victory in Iran.\u2019 Actually, it is a Victory, and there\u2019s nothing \u2018premature\u2019 about it! Because of me, IRAN WILL NEVER HAVE A NUCLEAR WEAPON and, very quickly, you\u2019ll see Oil start flowing, with or without the help of Iran and, to me, it makes no difference, either way. The Wall Street Journal will, as usual, live to eat their words. They are always quick to criticize, but never to admit when they\u2019re wrong, which is most of the time!\u201d<\/p>\n
He also slammed former allies Tucker Carlson, Megyn Kelly, Candace Owens, Alex Jones, and Marjorie Taylor Greene. See the tirade here.<\/p>\n
Must-read story on the Trump Administration denying reports that one of its officials threatened to set up a rival papacy if the Pope didn’t tone down his criticisms of the war, via the FT.<\/p>\n
MORE FROM FORTUNE<\/p>\n
Schools across America are quietly admitting that screens in classrooms made students worse off and are reversing years of tech-first policies – Marco Quiroz-Gutierrez<\/p>\n
EXCLUSIVE: Eva Longoria says she refused to be a \u2018struggling actor\u2019\u2014so she worked part time as a headhunter, closing deals from her soap opera dressing room – Orianna Rosa Royle<\/p>\n
\u2018We owe it to the next generation\u2019 to get national debt under control, says think-tank boss, as U.S. borrowing hits $1.2 trillion in just six months – Eleanor Pringle<\/p>\n
\u2018Good for Russia, good for China, bad for America\u2019: how the Iran war is reshaping global economies and power – Nick Lichtenberg<\/p>\n
The world\u2019s 500 richest people made more than a quarter trillion yesterday as volatile markets react to fragile Iran war ceasefire – Jacqueline Munis<\/p>\n
CHART OF THE DAYOil shocks can cause \u201cstagflation\u201d \u2014\u00a0but it\u2019s temporary\u00a0<\/p>\n
The long view of what historic oil crises do to GDP growth shows that \u2026 it\u2019s not terrible, J.P. Morgan\u2019s Bruce Kasman argues. \u201cLarge energy supply shocks weigh on global growth and raise consumer price inflation. However, the magnitude and duration of this \u2018stagflationary\u2019 tilt varies greatly. Energy shocks in the 1970s were associated with global recessions and persistent inflationary pressures. The stagflationary tilt in subsequent episodes was more modest and transitory. Global recessions were avoided amidst highly differentiated outcomes across regions,\u201d he said in a research note seen by Fortune.<\/p>\n
NUMBER OF THE DAY30%<\/p>\n
The share of renewable energy among European countries\u2019 various energy sources. Non-carbon energy is now Europe\u2019s largest supply source, according to data gathered by ING\u2019s Gerben Hieminga and Nad\u00e8ge Tillier. Renewables were 20% of supply before Russia invaded Ukraine in 2022, pinching Europe\u2019s gas supplies. Gas consumption fell 20% across the continent since then, and now forms only 19% of European energy supplies. Hydro power is 21%, nuclear is 15%, and coal is 8%. <\/p>\n
THE FRONT PAGES TODAY<\/p>\n
Melania Trump says she’s “never been friends with Epstein” in rare address – Axios<\/p>\n
When Bill Ackman Vented Over $2 Million, Fellow Billionaires Rushed to Commiserate – WSJ\u00a0<\/p>\n
UBS Won\u2019t Release Nazi Accounts Settlement Files Sought by Investigator After Court Setback – Bloomberg<\/p>\n
Afrika Bambaataa, Often Called the \u2018Godfather of Hip-Hop,\u2019 Is Dead – NYT<\/p>\n
ONE MORE THINGWithout immigrants the U.S will need robots, Pimco says<\/p>\n
The U.S. labor force has stopped growing and may be about to shrink, according to a note from Pimco economist Tiffany Wilding. Declining immigration is mostly to blame. Without a supply of new workers, employers will be forced to turn to AI to find gains in productivity, she argues.<\/p>\n
\u201cMore restrictive U.S. immigration policies along with long-running demographic trends are reducing labor supply growth and employment trends essentially to zero. This means that the U.S. economy now relies solely on real productivity growth to maintain its 1.5% to 2% trend in overall GDP growth \u2013 an unprecedented dynamic.\u201d<\/p>\n
\u201cEconomic growth may largely depend on how quickly and effectively AI implementation can contribute to sustainably higher productivity growth,\u201d she said. \u201cWithout a significant boost from AI, stagnant labor force trends could eventually lead to lower investment, slower growth, and lower rates.\u201d<\/p>\n
#U.S #Iran #peace #talks #Trump #war #media #insider #traders<\/p>\n","protected":false},"excerpt":{"rendered":"
Oil rose marginally to $97 per barrel this morning. S&P 500 futures were flat before…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[245],"tags":[1003,6691,376,166,397,1087,1602,3741,2274,721,722,684],"_links":{"self":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/3548"}],"collection":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3548"}],"version-history":[{"count":0,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/3548\/revisions"}],"wp:attachment":[{"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3548"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3548"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3548"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}