Tuesday, 28 April 2026

Iran, Trump Humiliated, Germany. More Trumpflation.

Baltic Dry Index. 2666 +01     Brent Crude 109.87

Spot Gold  4661                           Spot Silver 73.80

US 2 Year Yield 3.78  unch.

US Federal Debt. 39.173 trillion

US GDP 31.366 trillion.

'Emergencies' have always been the pretext on which the safeguards of individual liberty have been eroded.

Friedrich August von Hayek

More stock casino disconnect. More rigging? 

On a global fiat currency system trapped in an Israeli/US war crashing global supply chains, have the central banks taken to propping up global stock casinos and if so, how does that end?

Look away from that oil price now.

CNBC Daily Open: Investors look past warning signs to send stock markets soaring

Published Mon, Apr 27 2026 9:27 PM EDT

Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.

From stagflation warnings and stalled Iran talks to rising oil prices, red flags are everywhere. 

But investors continue to push markets in the U.S. (and some in Asia) to new highs — is that misplaced optimism or the AI-driven tech gains are going to sustain this rally amid geopolitical worries?  

What you need to know today

Warning signs are flashing for the Trump administration like red lights on a stalled F1 driver’s car.

There’s geopolitical strain from stalled Iran peace talks, growing worries of an extended Mideast conflict, and billionaire investor Ray Dalio has warned the U.S. economy was in a “stagflationary period.”

That’s the kind of scenario that usually spooks investors as it usually means that central banks cannot cut or raise rates to combat inflation or stimulate growth. 

But not this time around. The S&P 500 and the Nasdaq Composite rose to fresh highs overnight, clearly underlining that investors are looking past the warning signs. While Asia markets opened mixed Tuesday, South Korea’s Kospi briefly touched a new record high.

Dalio also said that it would be a mistake for the potential Federal Reserve chair successor Kevin Warsh to lower interest rates, a key demand of U.S. President Donald Trump. 

Oil prices continued to rise as Iran-U.S. peace talks stalled, further stoking energy supply worries, with global Brent futures advancing 2.75% to close at $108.23 a barrel and West Texas Intermediate futures up 0.39% to trade at $96.77 per barrel. They were trading higher during early Asia hours Tuesday.

Iran has reportedly offered a new proposal to the U.S. for reopening the Strait of Hormuz and ending the war while suggesting that nuclear talks be deferred. White House press secretary Karoline Leavitt confirmed Monday that Trump and his national security team discussed Iran’s proposal.

Meanwhile, just weeks ahead planned talks between Trump and Chinese President Xi Jinping, Beijing has moved to block Meta’s $2 billion acquisition of Manus, a Singaporean artificial intelligence startup with Chinese roots. The acquisition was completed last December and Meta said in March “the transaction complied fully with applicable law.”

Looking ahead, Asian investors will be watching the Hong Kong market debut of Chinese optical-computing provider Lightelligence, after it raised 2.5 billion Hong Kong dollars ($323 million) in its IPO.

CNBC Daily Open: Investors look past warning signs to send stock markets soaring

Stock futures little changed after the S&P 500 posts another record, Wall Street awaits earnings: Live updates

Updated Tue, Apr 28 2026 1:23 AM EDT

U.S. stock futures were little changed early Tuesday after the S&P 500 and Nasdaq Composite closed the regular session with new records.

S&P 500 futures and Nasdaq Composite futures remained flat. Futures tied to the Dow Jones Industrial Average gained 64 points, or 0.13%.

During the day’s regular trading, both the S&P 500 and tech-heavy Nasdaq hit new intraday and closing highs. The broad market index rose 0.12%, while the Nasdaq added 0.20%. The Dow Jones Industrial Average lagged behind, slipping 62.92 points, or 0.13%.

The market’s gains were kept in check as peace talks between the U.S. and Iran appeared to come to a standstill.

Over the weekend, President Donald Trump canceled plans to send U.S. special envoy Steve Witkoff and Jared Kushner to Pakistan to discuss the ceasefire in Iran. In a Truth Social post, the president said that negotiations could happen over the phone. Esmaeil Baqaei, Iran’s Foreign Ministry spokesperson, said that no meetings are currently planned between Tehran and Washington.

In a bit of positive news, White House press secretary Karoline Leavitt confirmed on Monday that Trump and his national security team have discussed Iran’s offer to reopen the Strait of Hormuz if the war ends and the U.S. lifts its blockade.

The news comes during a major earnings week for the stock market, with five of the “Magnificent Seven” tech titans slated to report. Alphabet, Amazon, Meta Platforms and Microsoft are due Wednesday, while Apple’s results are set for Thursday.

“I do think some strength in the first quarter has been pre-traded,” said John Belton, growth equities portfolio manager at Gabelli Funds on CNBC’s “Closing Bell: Overtime” on Monday afternoon. “But these are strong fundamentals, high expectations — hard to say how stocks respond on day of earnings against that setup. Still, looking longer term, I think these are pretty interesting.”

Wednesday will also be the conclusion of what could be current Fed Chair Jerome Powell’s final Federal Reserve meeting. Policymakers will roll out their rate decision that afternoon.

UPSGeneral MotorsCoca-ColaHilton WorldwideJetBlue and Corning are just some of the companies on the docket to report earnings Tuesday before the bell. Traders will also watch for April’s consumer confidence reading.

Stock market today: Live updates

Up next, what most Brits, Europeans and most of the world are thinking. Trump was sucker punched by Netanyahu to doing Israel’s dirty work in Iran. Is there any exit short of unthinkable nuclear war?

Germany's Merz says Iran is humiliating US as talks stall

27 April 2026

BERLIN, April 27 (Reuters) - German Chancellor Friedrich Merz said on Monday Iran's leadership was humiliating the United States and getting U.S. officials to travel to Pakistan and then leave without results, in an unusually abrupt rebuke over the conflict.

Merz also said he not see what exit strategy the U.S. was pursuing in the Iran war - comments that underlined deep divisions between Washington and its European NATO allies, which had already been festering over Ukraine and other issues.

"The Iranians are obviously very skilled at negotiating, or rather, very skilful at not negotiating, letting the Americans travel to Islamabad and then leave again without any result," he said during a talk to students in the town of Marsberg.

"An entire nation is being humiliated by the Iranian leadership, especially by these so-called Revolutionary Guards. And so I hope that this ends as quickly as possible," he added at the venue in the state of North Rhine-Westphalia.

U.S. President Donald Trump has harshly criticized NATO allies for not sending their navies to help open the Strait of Hormuz during the conflict. The waterway has remained virtually shut, causing market turmoil and unprecedented disruption in energy supplies.

Merz reiterated that Germans and Europeans were not consulted before the U.S. and Israel started attacking Iran on February 28, and that he had conveyed his scepticism directly to Trump afterwards.

"If I had known that it would continue like this for five or six weeks and get progressively worse, I would have told him even more emphatically," Merz said, comparing it to previous U.S. wars in Iraq and Afghanistan.

Hopes of reviving peace efforts have receded since Trump scrapped a visit on Saturday by his envoys Steve Witkoff and Jared Kushner to Islamabad, the Pakistani capital.

Iranian Foreign Minister Abbas Araqchi travelled to Russia on Monday after failed talks in Pakistan and Oman.

Merz said it was evident the Strait of Hormuz had been at least partially mined. "We have offered, also as Europeans, to send German minesweepers to clear the strait, which has obviously been mined in part," he said.

He said the conflict was costing Germany "a lot of money, a lot of taxpayers' money and a lot of economic strength."

Germany's Merz says Iran is humiliating US as talks stall

Israel’s President, Putting Off Decision on Pardon for Netanyahu, Will Push for Plea Deal

President Isaac Herzog of Israel has decided not to issue a pardon to Prime Minister Benjamin Netanyahu in his corruption case at this time, and instead will seek mediation, officials say.

April 26, 2026

For months, President Isaac Herzog of Israel has deliberated over the politically fraught question of whether to grant Prime Minister Benjamin Netanyahu a pardon in his long-running corruption trial. It’s a highly contentious issue that has divided Israelis and drawn pressure from President Trump, who has aggressively intervened on Mr. Netanyahu’s behalf.

But Mr. Herzog does not plan to give Mr. Netanyahu a pardon anytime soon. Instead he will first try to initiate a mediation process to reach a plea deal, according to two senior Israeli officials with direct knowledge of Mr. Herzog’s thinking.

Mr. Herzog, the officials said, believes that there are many options beyond the binary pardon-or-no-pardon choice, and that the main role of Israel’s president is to foster unity. So he does not plan to say yes or no to Mr. Netanyahu’s request for a pardon at this stage, the officials said, preferring to try to resolve the issue through negotiations.

The officials spoke on the condition of anonymity because the issue is so politically sensitive.

More

Israel’s President, Putting Off Decision on Pardon for Netanyahu, Will Push for Plea Deal - The New York Times

In other news.

Renewable energy will boost national security and protect UK from sabotage, minister says

Widely dispersed wind farms and solar panels are harder to target than fossil fuel power stations, Michael Shanks says

Mon 27 Apr 2026 00.01 BST

Renewable energy will boost the UK’s national security and make the country more resilient against potential aggression or sabotage, the government’s energy minister has said.

Michael Shanks said widely dispersed wind farms and solar panels were much harder to target than large-scale fossil fuel power stations. They are also not vulnerable to supply shocks, such as the current oil crisis caused by the US-Israel war on Iran and the soaring gas prices that followed Russia’s invasion of Ukraine in 2022.

“We are dealing with a far more complex threat landscape than we’ve ever dealt with before. That’s true in the UK, it’s true across Europe,” Shanks said. “Building a decentralised power system with a whole series of assets is less of a risk of physical attack than large-scale power stations. Moving towards clean power is the best way to deliver our energy security in an increasingly uncertain world.”

The Conservatives and Reform UK have pushed for more drilling in the North Sea, rather than renewables. But those arguments received a heavy blow last week when the Guardian revealed that Fatih Birol, the executive director of the International Energy Agency and the world’s leading energy economist, advised against new exploration licences on a commercial basis and said potential new fields already within the licensing system, such as Rosebank and Jackdaw, would make little difference to the UK’s energy security or energy prices.

Military experts have also called for investment in wind farms and solar panels to bolster the UK’s national security against potential aggression or sabotage. Several former military chiefs have written to governments to urge them to pursue renewables. Retired Lt Gen Richard Nugee has previously said investing in renewable energy would make the UK more resilient. “To have a strong military deterrence, we need a resilient homeland. If we want to build a resilient country, low-carbon energy is a very important component,” he said.

More

Renewable energy will boost national security and protect UK from sabotage, minister says | Renewable energy | The Guardian

Global Inflation/Stagflation/Recession Watch.

Given our Magic Money Tree central banksters and our spendthrift politicians.

The $50 Movie Ticket Has Arrived

Theaters raising prices for most avid moviegoers despite complaints from Hollywood studios

April 27, 2026 5:30 am ET

One of the best selling points of a night out at the movies has long been how cheap it was for two hours-plus of entertainment. Not so much when it costs $50 a ticket.

That is how much Regal Cinemas recently charged for opening night seats in the best theaters to see December’s “Dune: Part Three.”

Eye-popping prices for the most in-demand movies on the best screens are becoming increasingly common as the cinema industry copies the audience-segmentation playbooks of airlines and hotels. Theaters are getting people who love movies and have discretionary income to pay substantially more.

Some 17% of film tickets sold last year were for premium-format theaters with bigger screens and better sound, compared with 13% in 2021. They cost an average of $18 nationally, according to research firm EntTelligence, and as much as $30 in big cities such as New York and Los Angeles.

Welcome to the new box office reality. Die-hards are paying top dollar while the rest of the country rarely goes to the theater and gets most of their entertainment from Netflix, YouTube and TikTok. Despite recent hits such as “Michael,” “Project Hail Mary” and “The Super Mario Galaxy Movie,” the annual number of tickets sold is down more than one-third from before the pandemic.

More

The $50 Movie Ticket Has Arrived - WSJ

UK retail sales tumble by most in over 40 years, CBI survey shows

27 April 2026

LONDON, April 27 (Reuters) - British retailers reported the sharpest year-on-year decline in sales in more than 40 years as the Iran war raised households' inflation fears, a survey from the Confederation of British Industry showed on Monday.

The CBI's monthly retail sales volume measure dropped to -68 in April from -52 in March, its lowest reading since the series started in 1983.

Expectations for May also darkened, dropping to -60 from -49, the gloomiest outlook since March 2021 during the COVID-19 pandemic.

"With the economic impact of the Iran conflict becoming clearer, firms will be looking to government to recognise that easing cost of living pressures depends on tackling the cost of doing business," CBI economist Martin Sartorius said.

The CBI called on the government to stop new employee rights legislation from boosting employers' costs too much, reduce their property taxes and lower electricity bills.

"Some retailers reported that weak consumer confidence was weighing on spending in April," the employer organisation added.

The survey was based on response from 61 retail chains collected between March 26 and April 14.

UK retail sales tumble by most in over 40 years, CBI survey shows

Price hikes due to Iran war will be felt for at least eight months after conflict ends, minister warns

Mon, 27 April 2026 at 5:47 am BST

Price hikes as a result of the Iran war will be felt for at least eight months after the conflict ends, a government minister has warned.

The chief secretary to the prime minister, Darren Jones, warned people will see higher energy, food and flight prices “as a consequence of what Donald Trump has done in the Middle East” and said there will be a “long tail from this”.

The government has stepped up planning for how to offset potential shortages sparked by the conflict, following the closure of the Strait of Hormuz, a key shipping lane crucial for the supply of a fifth of global oil and gas, which sent oil prices soaring.

Meanwhile, peace talks planned for this weekend have stalled, with Iran insisting no direct talks would take place and Donald Trump calling off a trip for US negotiators to visit mediators in Pakistan.

The prime minister will chair another meeting of the Cabinet committee set up to deal with the fallout on Tuesday, after the so-called Middle East Response Committee met last week.

Meanwhile, a contingency planning group of ministers led by Mr Jones is meeting twice a week. They are focusing on live monitoring of stock levels and seeing what plans are in place to address supply chain disruption.

But Mr Jones told the BBC that consumers are more likely to see prices go up rather than gaps on supermarket shelves as a consequence of the conflict.

“Quite frankly, that's probably going to come online, not just in the next few weeks, but the next few months. There's going to be a long tail from this”, he said.

Pressed on how long people will see economic disruption, Mr Jones said: "I think our best guess is eight-plus months from the point of resolution that you'll see economic impacts coming through the system.

"So people will see higher energy prices, food prices and those types of issues, flight ticket prices, as a consequence of what Donald Trump has done in the Middle East.

“The government here in the UK, the work that I'm doing with the prime minister is looking at all of those things and saying, ‘what can we do within our power to help people to get through those difficult times?’”

More

Price hikes due to Iran war will be felt for at least eight months after conflict ends, minister warns - Yahoo News UK

Brits given supermarket price rise warning as horror 'Trumpflation' to hit 4 crucial foods

27 April 2026

Experts have warned the price of four fresh foods could be hardest hit by the war in the Middle East as energy costs skyrocket. The price of tomatoes, cucumbers, lettuce and asparagus are tipped to soar in the coming weeks.

This is reportedly because they are grown in heated greenhouses and have small supply chains. The Iran war has sent economic shockwaves across the world, with surging prices associated with the conflict dubbed 'Trumpinflation'. Sir Keir Starmer is set to chair a meeting of the emergency Cobra committee on Tuesday, as he warned the impact of the war could continue "for some time"

Oil prices hit a near three-week high on Monday as progress on US-Iran peace talks hit another set back after Donald Trump cancelled plans to send a negotiating team to Pakistan.

Karen Betts, the Food & Drink Federation (FDF)'s chief executive, told The Times "anything grown in a greenhouse" would be among the first products to see price rises.

More

Brits given supermarket price rise warning as horror 'Trumpflation' to hit 4 crucial foods

Technology Update.

With events happening fast in the development of solar power and graphene, among other things, I’ve added this section Updates as they get reported.

Fire officials offer safety tips after several lithium-ion battery fires in NH

April 27, 2026

Several fires have broken out across New Hampshire in the past week after lithium-ion battery malfunctions.

Lithium-ion battery fires typically burn hotter and longer than standard fires. Fire crews often place burning batteries into a barrel and pack them with a granular material to neutralize them.

The latest incident occurred at a Manchester apartment, where investigators said an electric scooter plugged into a wall caught fire while charging.

"You want to make sure you use the charger that's supplied with the device. You want to make sure you're present when you're charging. You don't want to charge overnight. We don't recommend charging them in your home," said Gary Ducharme, assistant fire marshal with the Manchester Fire Department.

A lithium-ion battery-powered portable jump starter was also blamed for a fire that destroyed a mobile home in Littleton on Friday.

The batteries come in many shapes and sizes and are found in e-bikes, electric tools and everyday electronics.

Fire officials say lithium-ion batteries should be treated like a burning candle, with constant supervision.

Anyone who smells an odor or sees smoke coming from a battery should take it as a sign that it may be failing.

"Unplug your device, get it outside, away from the home or business or whatever you're at, and then call, obviously call 911," Ducharme said.

Officials said problems can stem from improper storage, extreme temperature changes or improper charging equipment.

Lithium-ion batteries should never be thrown in the trash or placed with recyclables. Instead, contact a local transfer station for proper disposal.

Fire officials offer safety tips after several lithium-ion battery fires in NH

Months of bin disruption after battery fire to end

27 April 2026

Months of disruption caused by a fire at a waste transfer station likely started by an electric battery is set to come to an end.

The Veolia site in Worksop has been out of use since August, which has delayed bin collections and contributed to problems at tips, according to local authorities.

Veolia said it will fully reopen the site on Friday after months of rebuilding.

Darrell Pulk, the councillor responsible for waste collection on Bassetlaw District Council, said it will then take time for them to clear the backlog and get fully back to normal, but they will make it happen "as soon as possible".

More than 165 firefighters took two days to bring the blaze at the Veolia site off Claylands Avenue under control after being called just before 01:00 BST on 20 August.

The fire service deemed it an accident and Veolia said it had been "almost definitely" caused by a lithium-ion battery, because of the speed it spread and the heat of the flames.

More

Months of bin disruption after battery fire to end - BBC News

Next, the world global debt clock. Nations debts to GDP compared.

World Debt Clocks (usdebtclock.org) 

If socialists understood economics, they wouldn't be socialist.

Friedrich August von Hayek


Monday, 27 April 2026

Stocks, More Disconnect. Graphene Fights Bacteria Breakthrough.

Baltic Dry Index. 2665 -08      Brent Crude 106.61

Spot Gold  4743                           Spot Silver 76.51

US 2 Year Yield 3.78 -0.05

US Federal Debt. 39.169 trillion

US GDP 31.363 trillion.

"Never interrupt your enemy when he is making a mistake" 

President Xi Napoleon (attributed.)

For the good news about graphene scroll down to the last section.

More war is good for stocks, who knew? China, please invade Taiwan? Russia Estonia.  America Cuba. Mexico America.

But wait, maybe it’s just that on a fiat currency global system, governments can simply print up currency to rig stock casinos higher.

Japan, South Korea stocks hit record high as investors shrug off stalled U.S.-Iran negotiations

Published Sun, Apr 26 2026 7:46 PM EDT

Asia-Pacific markets were mostly higher Monday as investors looked past diplomatic setbacks between the U.S. and Iran, even as escalating tensions in the Middle East kept oil prices elevated.

Japan’s Nikkei 225 added 1.4% to hit a record high, while South Korea’s Kospi jumped 1.83%, also scaling a new peak.

In Australia, the S&P/ASX 200 slid 0.54%.

Hong Kong Hang Seng index slid 0.17%, while mainland China’s CSI 300 added 0.25% after China’s industrial profits jumped 15.8% from a year earlier in March, accelerating from the 15.2% surge in the first two months of this year.

Sentiment held up despite U.S. President Donald Trump on Saturday scrapping plans to send U.S. envoy Steve Witkoff and Jared Kushner to Islamabad, Pakistan for negotiations with Iran.

“Too much time wasted on traveling, too much work! Besides which, there is tremendous infighting and confusion within their ‘leadership,’” Trump wrote in a post on Truth Social.

Oil prices jumped about 2% after plans for a second round of peace negotiations between the U.S. and Iran unraveled again.

International benchmark Brent oil futures rose more than 2% to $107.49 per barrel by 7:35 p.m. ET, while U.S. crude oil also jumped 1.79% to $96.19.

Tensions in the Strait of Hormuz remain high after Iran’s Revolutionary Guard reportedly boarded two cargo ships near the strategic sea lane.

U.S. futures edged lower, with Dow Jones Industrial Average futures declining 0.2%, or 130 points. S&P 500 futures lost 0.3%, while Nasdaq 100 futures slipped 0.3%.

Last Friday in the U.S., the S&P 500 and Nasdaq Composite closed at record levels. The broad market index finished up 0.8% at 7,165.08, while the tech-heavy Nasdaq added 1.63% to settle at 24,836.60. Both indexes also scored fresh all-time intraday highs. However, the Dow Jones Industrial Average fell 79.61 points, or 0.16%, to end at 49,230.71.

Asia-Pacific markets: Nikkei 225, Kospi, Hang Seng Index

Stock futures fall as Iran peace talks stall, oil rises: Live updates

Updated Mon, Apr 27 2026 9:44 PM EDT

Stock futures fell in overnight trading Sunday as stalled Iran peace talks and a fresh escalation in the Strait of Hormuz pushed oil prices higher, keeping geopolitical tensions front and center heading into a pivotal week.

Futures tied to the Dow Jones Industrial Average fell 0.2%, or 130 points. S&P 500 futures declined 0.3%, while Nasdaq 100 futures slipped 0.3%.

President Donald Trump on Saturday scrapped plans to send U.S. special envoy Steve Witkoff and Jared Kushner to Pakistan for ceasefire talks related to Iran, noting the negotiations could happen by phone.

“Too much time wasted on traveling, too much work!” the president wrote in a post on Truth Social. “Nobody knows who is in charge, including them. Also, we have all the cards; they have none! If they want to talk, all they have to do is call!!!”

Iran’s Foreign Ministry spokesman Esmaeil Baqaei said no meeting between Tehran and Washington is currently planned.

Tensions escalated near the Strait of Hormuz after Iran’s Islamic Revolutionary Guard Corps boarded two container ships near the vital shipping lane, a key artery for global crude flows. West Texas Intermediate futures rose about 2% to above $96 a barrel, while international benchmark Brent oil futures rose about 2% to top $107 per barrel.

“While this is a modest negative, we continue to think the conflict remains on a path of de-escalation,” said Adam Crisafulli of Vital Knowledge in a note.

On the corporate front, five of the “Magnificent Seven” companies are set to report results in the final week of April, raising the stakes for a market already priced for strong growth.

Attention will also turn to the Federal Reserve’s policy decision on Wednesday, which could mark Jerome Powell’s final meeting as chair before Kevin Warsh is expected to take over in May. The Department of Justice decided to drop its criminal probe into Powell on Friday, causing Sen. Thom Tillis to end his block of Warsh’s confirmation.

The S&P 500 and Nasdaq Composite ended last week at fresh all-time highs, extending a powerful rally despite tensions in the Middle East and doubts about record artificial intelligence spending. April is shaping up to be a strong rebound month for equities. The S&P 500 is up more than 9%, while the Nasdaq has surged over 15%. The blue-chip Dow has gained more than 6% month to date.

Stock market news for April 27, 2026

20,000 job cuts at Meta, Microsoft raise concern that AI-driven labor crisis is here

Published Fri, Apr 24 2026 12:55 PM EDT Updated Fri, Apr 24 2026 2:46 PM EDT

The more than 20,000 potential job cuts Meta and Microsoft revealed on Thursday, months after Amazon announced its most widespread layoffs ever, may only be the beginning.

The same companies that are collectively spending hundreds of billions of dollars a year to build out artificial intelligence infrastructure to meet soaring demand for AI services are seeking efficiencies from AI by slashing head count. They’re also still trying to rightsize from the pandemic-fueled overhiring.

Many economists and industry experts are fearful that a labor crisis may be upon us today — not coming sometime in the future — given how quickly AI is sweeping across corporate America. As of this week, over 92,000 tech workers have been laid off so far in 2026, according to Layoffs.fyi, bringing the total to almost 900,000 since 2020

“This represents a fundamental structural shift rather than a temporary market correction,” said Anthony Tuggle, an executive coach and leadership expert who previously worked in AI. “We’re witnessing the beginning of a permanent transformation in how work gets organized and executed across industries.”

Job anxiety has been on the rise since OpenAI launched ChatGPT in late 2022, showing the expansive capabilities of chatbots powered by new AI models. Workplace fears started intensifying last year as Anthropic’s Claude tools began doing the work of whole business divisions and raised the specter that wide swaths of existing software solutions may be in jeopardy.

Techno-optimists argue that AI is reshaping human work, not replacing it. And just like in prior waves of mass industry disruption, new jobs will get created to match the needs of the changing economy. Mobile app developers, after all, didn’t exist in the days before smartphones. And what use were IT administrators before we created servers?

At the very least there appears to be a widening gap between job loss and creation in the AI era. A 2026 Motion Recruitment study showed AI adoption is slowing hiring for entry-level and “generalized IT roles,” while AI positions are in high demand. Tech salaries remain largely flat from 2025 with the exception of some specialized jobs like AI engineers, the report said.

Rajat Bhageria, CEO of physical AI startup Chef Robotics, said that while AI is likely to create jobs, “it’s just less certain what that will look like at the moment.”

“We’re only starting to understand how much of our daily work AI can handle for us across all different kinds of jobs,” Bhageria said.

Meta only hinted at AI in its announcement on Thursday. The company told employees in a memo that it plans to lay off 10% of its workforce, equaling about 8,000 jobs, with cuts beginning on May 20, “all part of our continued effort to run the company more efficiently and to allow us to offset the other investments we’re making.” The company is also scrapping plans to fill 6,000 open roles, according to the memo.

Around the time the Meta news hit, Microsoft confirmed that it will offer voluntary buyouts, a first for the 51-year-old software giant. About 7% of U.S. employees are eligible, according to a person familiar with the plans who asked not to be named because the number isn’t being made public. With about 125,000 U.S. employees, that could add up to 8,750 cuts.

Nike too?

Tech jobs aren’t only at risk in the tech industry.

Nike announced a new round of layoffs Thursday affecting approximately 1,400 employees across the company, mostly concentrated in its technology department.

“These reductions are very hard for the teammates directly affected and for the teams around them, too,” Chief Operating Officer Venkatesh Alagirisamy told employees.

Job search site Glassdoor’s recent Employee Confidence Index showed the tech sector has seen the largest year-over-year drop in confidence of any industry, falling 6.8 percentage points in March from a year earlier to 47.2%.

Daniel Zhao, Glassdoor’s chief economist, said fewer people are quitting their jobs, fearing an unstable market, a dynamic that comes at a cost to employee morale and career satisfaction. It also means even more job cuts.

More

20k job cuts at Meta, Microsoft raise concern of AI labor crisis

Finally, the insane folly of Trump’s Gulf war. Supply disruption in oil, LNG, LPG, Aluminium, Fertiliser, Helium, Diesel, Jet Fuel. Dollar velocity disruption. How long before the next Lehman? Approx. 29 minutes.

“You know it's serious when Pablo Escobar says we're living on borrowed time.”

Why Can't the Stock Market See This Coming?

Why Can't the Stock Market See This Coming?

In other news.

US Wheat Crops Wither, Herds Thin as Spring Drought Deepens

April 25, 2026 at 2:00 PM UTC

Farmers across the Great Plains are confronting an intense drought that threatens winter wheat harvests and is pushing cattle producers toward costly feed purchases, prompting some to abandon plans to expand their herds.

The dryness is expected to persist through spring after weeks of scant rainfall and a late-winter heat spell that fueled massive pasture fires across the nation's breadbasket. Drought now covers nearly 90% of Nebraska and Oklahoma, with 
more than half of Nebraska in "extreme" drought. Such conditions have historically driven cattle producers to sell off animals and forced farmers to drill new irrigation wells as rivers run dry.

The coming weeks are critical for growers in the Plains, as winter wheat begins to mature ahead of the summer harvest and before other crops are planted. Without sufficient moisture from rainfall or irrigation, wheat shoots struggle to fill out and produce grain. Some farmers will allow cattle to graze fields instead of attempting to harvest grain.

“We’ve got a lot of modern precedent for these very rough conditions heading into the spring growing season, but this certainly ranks up there with some of the worst we’ve seen,” said 
Brad Rippey, a meteorologist for the US Department of Agriculture.

Though periodic rains have rolled through parts of the Plains this spring, the region as a whole remains unusually dry after a La Niña winter, marked by low snow and record-breaking warm temperatures, 
stripped moisture from the soil.

The impact is already showing. Just 30% of the US winter wheat crop was rated good to excellent as of Sunday in USDA data, the lowest rating since 2023. Roughly half of the crop in Colorado, Nebraska, Oklahoma and Texas — the region’s largest producers — is categorized as poor to very poor, Rippey said, indicating a high risk of yield losses.

The drought is also colliding with higher input costs. Fertilizer prices have soared following attacks on Iran by the US and Israel, prompting some farmers to cut back on applications. US Representative Frank Lucas, a Republican from Oklahoma, said he chose not to purchase nitrogen fertilizer for his wheat fields in the western part of the state.

“I didn’t have enough moisture — it wouldn’t have done any good,’’ Lucas said. “Number two, I’m not even sure what the cost would be.”

Farmers were under economic pressure even before the drought threatened yields. Still, ample grain supplies elsewhere in the world could limit any price gains. In the Plains, “moisture is desperately needed,” Rippey said, adding that rainfall in the coming weeks will likely determine whether the winter wheat crop will be “made or broken for 2026.” The drought, while unlikely to impact meat prices, will also lend little reprieve to record beef costs if it stalls the rebuilding of the US cattle herd.

Relief may not arrive soon enough. Although the drying La Niña pattern has ended, heavy rains may not return to the central US until its warming counterpart, El Niño, develops later this summer. By then, the winter wheat harvest and planting window could be closing.

More

US Wheat Crops Wither, Herds Thin as Spring Drought Deepens - Bloomberg

Only five ships pass through Strait of Hormuz in 24 hours

24 April 2026

LONDON, April 24 (Reuters) - Only five ships, including one Iranian oil products tanker, have passed through the Strait of Hormuz in the past 24 hours, Friday shipping data showed, after Iran seized two container ships this week and the U.S. continues to blockade Iranian ports.

Shipping traffic passing through the crucial waterway at the entrance to the Gulf during an uneasy ceasefire between Washington and Tehran represents a fraction of the average 140 daily passages before the Iran war began on February 28.

"For most shipping companies, they will need a stable ceasefire and assurances from both sides of the conflict that the Strait of Hormuz is safe to transit," said Jakob Larsen, chief safety and security officer at shipping association BIMCO.

"In the meantime, shipping will be restricted to using routes close to Iran and Oman. Due to their confined nature, these routes cannot safely accommodate the normal volumes of shipping through the Strait of Hormuz," Larsen added.

The Iranian-flagged oil products tanker Niki, which is subject to U.S. sanctions, was among the few vessels that sailed out of the strait with no destination listed, Kpler analysis and tracking data on the MarineTraffic platform showed on Friday.  

----Container shipping group Hapag-Lloyd said on Friday that one of its ships has crossed the strait but did not provide any information on the circumstances or timing.     

The Comoros-flagged supertanker Helga arrived at an offshore oil loading terminal in Iraq's southern Basra port on Friday, the second vessel to reach Iraq since the strait's closure.    

Iran's use of a swarm of small, fast boats to seize two container ships near the strait on Wednesday has heightened concerns among many shipping and oil companies. 

"The latest seizures make clear, even an 'open' Strait of Hormuz is not a safe Strait of Hormuz for seafarers, ships and cargo," Peter Sand, chief analyst with ocean and air freight intelligence platform Xeneta, said in a note.

Between April 22 and early April 23, seven vessels transited the strait, six of which were involved in Iran-related trade, analysis from Lloyd's List Intelligence showed.

The closure of the strait has disrupted a fifth of the world's oil and liquefied natural gas (LNG) supplies and triggered a global energy crisis.

Hundreds of ships and 20,000 seafarers remained stranded inside the Gulf with war risk insurers and oil companies watching for any sign that the risks may have eased so they can prepare to sail through. 

Only five ships pass through Strait of Hormuz in 24 hours

Genius sometimes consists of knowing when to stop.

Charles de Gaulle

Global Inflation/Stagflation/Recession Watch.

Given our Magic Money Tree central banksters and our spendthrift politicians.

Consumer sentiment at record low as Americans feel impact of war in Iran

April 24, 2026

US consumer sentiment showed some improvement amid a two-week ceasefire between the US and Iran, but it's still at record lows, according to new data from the University of Michigan.

The Index of Consumer Sentiment showed consumer sentiment ended April with a final reading of 49.8, above the 48.5 reading economists expected but marking the lowest level on record — below readings taken during the financial crisis, the COVID-19 pandemic, and when inflation spiked following Russia's invasion of Ukraine. 

Overall, consumer sentiment fell 6.6% from last month and 4.6% from a year ago.

The ceasefire in the Middle East made Americans feel a bit better about the shock to gas prices and other prices, Joanne Hsu, the survey's director, said in the release. The record low in sentiment also comes as stock have hit record highs this week.

"In contrast, military and diplomatic developments that do not lift supply constraints or lower energy prices are unlikely to buoy consumers," she added.

Gas prices have increased by more than $1 on average since the beginning of the war, according to AAA

Friday's reading from the University of Michigan also showed year-ahead inflation forecasts rising to 4.7% in April from 3.8% in March. That was the largest one-month increase since April 2025, when President Trump announced sweeping global tariffs that shocked markets.

Current inflation expectations also remain well above the 2.3% to 3% range seen in the two years before the pandemic.

Long-term inflation expectations climbed to 3.5% in April, the highest level since last October, as Americans expected inflation to stick around. That was higher than the 3.2% to 3.3% range inflation expectations have hovered around for the past four months. In 2019 and 2020, it was consistently below 2.8%.

Consumer sentiment fell across all ages, incomes, education levels, and political parties, Hsu said in the release.

Consumer sentiment at record low as Americans feel impact of war in Iran

Borrowing costs jump at fastest pace since start of Iran war

24 April 2026

The cost of government borrowing has jumped at its fastest pace since the start of the Iran war this week as Sir Keir Starmer faces pressure to resign.

UK bond yields – the return offered to buyers of government debt – have risen sharply as traders brace for turmoil for the British economy.

The yield on 10-year gilts, as UK bonds are known, has climbed around 0.2 percentage points since Monday as the Prime Minister is at risk of a leadership challenge.

It came within touching distance of 5pc again on Friday, a level which had not been since 2008 before the Iran war pushed up oil prices.

It has pushed the difference in the cost of borrowing for the UK and US governments to its widest point in nearly a year as investors brace for a potential lurch to the Left in the Labour party.

The gap between British and American bond yields was on Friday at its most stark since June last year as the economy also faces pressure from rising inflation and the potential for higher interest rates.

The yield on 10-year gilts, as UK bonds are known, rose to as high as 4.99pc, while the equivalent US Treasury bond yield only went as high as 4.34pc.

At their widest point, the gap between yields measured 0.65 percentage points, having risen for five consecutive days, according to Bloomberg.

Bond market traders warned the gap in borrowing costs was widening over concerns the Prime Minister would be replaced by a candidate more likely to raise spending and borrowing.

Former deputy prime minister Angela Rayner is the bookies’ favourite to succeed him.

Mark Dowding of RBC BlueBay Asset Management, said: “It seems very likely that Prime Minister Starmer will be ousted after the UK local government elections in May.

“Angela Rayner is his most likely successor, and she will have a job allaying bond market concerns with respect to a more left-wing Labour Party agenda.

“In many respects, the gilt market may give Rayner very little room for policy manoeuvre, much to the frustration of the party base.”

Borrowing costs jump at fastest pace since start of Iran war

Technology Update.

With events happening fast in the development of solar power and graphene, among other things, I’ve added this section Updates as they get reported.

Graphene kills harmful bacteria “superbugs” but spares human cells

Date:  April 26, 2026

Source:  The Korea Advanced Institute of Science and Technology (KAIST)

Summary:  Scientists have uncovered how graphene oxide pulls off a remarkable trick: it hunts down and destroys harmful bacteria while leaving human cells completely unharmed. By targeting a molecule found only in bacterial membranes, this ultra-thin carbon-based material acts with laser-like precision—offering a powerful new alternative to traditional antibiotics. Even more exciting, it works against drug-resistant “superbugs,” promotes faster wound healing, and keeps its antibacterial strength even after repeated washing.

Hygiene is essential for everyday items that come into close contact with the body, including clothing, masks, and toothbrushes. Scientists have now uncovered how graphene can selectively eliminate bacteria while leaving human cells unharmed. This discovery points to a new class of antibacterial materials that could be both safe for people and capable of reducing reliance on traditional antibiotics.

Recently, KAIST announced that a collaborative research team led by Professor Sang Ouk Kim from the Department of Materials Science and Engineering and Professor Hyun Jung Chung from the Department of Biological Sciences identified the mechanism behind the antibacterial properties of Graphene Oxide (GO). This material consists of a single atomic layer of carbon with oxygen groups attached, giving it the ability to disperse well in water and perform a range of functions.

Until now, scientists did not fully understand how graphene achieved its antibacterial effects. This study provides clear molecular-level evidence explaining how the material works.

Selective Antibacterial Action Explained

The researchers found that graphene oxide carries out what they describe as "selective antibacterial action." It attaches to and disrupts the membranes of bacteria while leaving human cells unaffected. The process is similar to how a magnet only sticks to certain metals.

This selectivity comes from oxygen-containing groups on the surface of graphene oxide. These groups bind specifically to a molecule called POPG, which is found in bacterial cell membranes but not in human cells. In simple terms, graphene oxide identifies a unique feature of bacteria, attaches to it, and breaks down the cell structure. Phospholipids make up the membrane surrounding cells, and POPG is a type mainly present in bacteria.

Effective Against Superbugs and Promotes Healing

When applied in nanofiber form, this material was able to stop the growth of a wide range of harmful bacteria, including antibiotic-resistant superbugs. Tests in animals also showed that it helped wounds heal more quickly without causing inflammation.

Another advantage is durability. Fibers made with graphene oxide retained their antibacterial properties even after repeated washing, suggesting strong potential for use in clothing, medical fabrics, and other practical applications.

More

Graphene kills harmful bacteria “superbugs” but spares human cells | ScienceDaily

Next, the world global debt clock. Nations debts to GDP compared.

World Debt Clocks (usdebtclock.org) 

No country without an atom bomb could properly consider itself independent.

Charles de Gaulle