Iran says the US is lying about negotiations to manipulate the oil price. Everyone knows what’s going on but the algos still trade on every fake headline.
IRAN DENIES REPORTS OF US-IRAN TALKS, CALLS THEM MARKET MANAGEMENT – FARS
— First Squawk (@FirstSquawk) September 25, 2026
Oil Manipulation has been non-stop this week.
1. The Saudi E/W pipeline to open on Tuesday
2. A diesel export ban to be implemented
3. Hormuz to be open in 7 days
4. Iran and US were talking in person in NYAll were false
Oil took it on the chin, and is holding $90+— Nicholas James (@avionsunantiqu1) September 25, 2026
THIS IS PROBABLY THE BIGGEST MYSTERY IN MARKETS RIGHT NOW.
US long-term yields are hitting multi-decade highs.
Oil is at $100.
DXY is climbing back up.And yet VIX is at the yearly low, indicating there’s absolutely no fear in the market.
Either the investors think all these… pic.twitter.com/cyRed5uheE
— The Macro Paper (@macropaperr) September 25, 2026
It’s official.
As the bond market “meltdown” accelerates, the average interest rate on a 30Y mortgage in the US is up to 7.45%.
That’s up +150 basis points in 6 months and the highest since 2023, when inflation was at 6.4%+.
What is happening? Let us explain.
(a thread) pic.twitter.com/xAWnxSbifp
— The Kobeissi Letter (@KobeissiLetter) September 24, 2026
How “investment grade” corporate bonds trade.
After hours Oracle bond dump. You think Trump is unpopular now? Wait until he illegally uses taxpayer money to bail out Oracle.
Someone just dumped Thousands of $ORCL bonds afters hours. About to hit 8.5% yield 😳 https://t.co/Fklvxj5fF5 pic.twitter.com/3SLsnAa4XN
— Roger (@rdd147) September 25, 2026
Grok: Prepayments: True that Q1 FY27 showed $11.4B in customer prepayments with significant financing component (nearly half of $23.1B OCF), disclosed as financing at Oracle’s borrowing rate. Similar to Enron-style prepays inflating OCF.
Anthropic and OpenAi now have $2.5 trillion of off balance sheet debt.
7% of the National Debt
Roughly as much as $GOOG $META $AMZN $MSFT and $ORCL combined https://t.co/rEqbF0HlFV pic.twitter.com/Nf2wt7ScxL
— Roger (@rdd147) September 25, 2026
Meta data center bond getting crushed.
🇺🇸🤖 A monster built on decades of looting the world is now at its most savage, and nearing its end.
Trillions in debt!
Creditors at the door. Japan’s reserves are just one of them 🙂 pic.twitter.com/2oc78HoCTC— Explosive Media (@ExplosiveMediaa) September 25, 2026
Jew AI crack-dealers with trillions in debt for American taxpayers to bail out. A trillion here, a trillion there, … no respect, I tell ya’ cant’t get no respect.. what a world! what a world!