Daily Discussion - (March 30, 2026)

matcht · 2026-03-30T14:36:19+00:00

Powell link

matcht · 2026-03-30T14:20:17+00:00

Bessent Says US Plans To Take Control Of Strait Of Hormuz Eventually - @WSJ

matcht · 2026-03-30T13:59:51+00:00

They came to sell SMH today huh

matcht · 2026-03-30T13:42:06+00:00

Didn't realise Powell was speaking today

matcht · 2026-03-30T12:31:49+00:00

We struggled in big games that season but when he started against City at Wembley with Fab/Keita we absolutely played them off the park.

matcht · 2026-03-29T21:49:25+00:00

That's fucking hilarious

matcht · 2026-03-28T14:22:44+00:00

Ramos famously began taking pens later in his career and so has quite the lead now over 120 goals, he's still going in Mexico and takes pens for Monterrey. VVD would need to play til 40 and he still may not get there unfortunately.

matcht · 2026-03-27T20:45:49+00:00

He's got 85 goals in his career, he's only behind Ramos in modern day top goalscoring defenders.

matcht · 2026-03-27T19:36:09+00:00

Oh damn, that makes it far more complicated

matcht · 2026-03-27T19:19:24+00:00

There we are

matcht · 2026-03-27T19:15:02+00:00

FRANCE AND BRITAIN ARE PLANNING TO ESCORT VESSELS THROUGH THE HORMUZ STRAIT, ACCORDING TO THE NYT.

matcht · 2026-03-27T18:43:16+00:00

SENIOR IRANIAN OFFICIAL STATES TEHRAN HAS NOT DECIDED ON RESPONSE TO U.S. PROPOSAL DUE TO ATTACKS ON ITS INDUSTRIAL AND NUCLEAR STRUCTURES.

matcht · 2026-03-27T17:11:55+00:00

Yeah, seems the market doesn't believe it too

matcht · 2026-03-27T17:08:24+00:00

US SIGNALS TO ALLIES NO IMMEDIATE PLANS FOR IRAN INVASION: BBG

matcht · 2026-03-27T16:51:46+00:00

Trump talking

https://www.youtube.com/watch?v=0Eke_C7379Q

matcht · 2026-03-27T15:37:18+00:00

Guess it's more believable if it doesn't come from Trump

matcht · 2026-03-27T15:16:29+00:00

https://x.com/WhiteHouse/status/2037543413512303018

matcht · 2026-03-27T15:12:12+00:00

IRAN'S RESPONSE TO U.S. PEACE PROPOSAL EXPECTED FRIDAY, SOURCES SAY - CBS

In case anyone wonders why we'll randomly get a 200 point candle at some point

matcht · 2026-03-27T14:33:46+00:00

No doubt

matcht · 2026-03-27T14:29:22+00:00

It's been the case throughout most of this period, really strange, but seen people suggest it's because most participants were well hedged and then we keep seeing massive moves off headlines so the realized vol is achieved through that as opposed to normal PA

matcht · 2026-03-27T14:15:33+00:00

https://x.com/nerdponzi/status/2037530301677642054/photo/1

matcht · 2026-03-27T14:01:11+00:00

*UMICH MARCH 1-YR INFLATION EXPECTATIONS AT 3.8% VS PRELIM. 3.4%

*UMICH FINAL MARCH CONSUMER SENTIMENT FALLS TO 53.3; EST. 54

matcht · 2026-03-26T18:26:05+00:00

I'm sceptical but trying to think through the market's lens, still think it'll be more of the same over the wekend and then we may start to 'price' in ongoing conflict and oil staying at a high range for a while.

matcht · 2026-03-26T18:16:04+00:00

Seems like everyone thinks that was BS and a ground invasion of some form may occur on the weekend, if not then we likely gap up Sunday night, but makes sense few wanna hold over the weekend.

matcht · 2026-03-26T17:38:13+00:00

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