March NFP just printed into closed equity markets. Consensus: +57K. ADP: 62K. TD Securities projected only 30K. All equity repricing deferred to Monday April 6. Same session that inherits the Hormuz protocol, IRGC tech threats, Trump's 2–3 week war timeline, and the quiet expiry of the April 6 Iran deadline. One bell, everything at once.

🔗 https://premarketdaily.com/march-nfp-lands-on-good-friday-into-closed-equity-markets-consensus-57k-adp-62k-and-the-ism-services-pmi-that-prints-at-10-am-a-complete-guide-to-the-data-that-will-define-mondays-open/

#NFP #JobsReport #GoodFriday #StockMarket #FederalReserve #MacroWatch #IranWar

Iran is drafting a bilateral protocol with Oman to institutionalise governance over the Strait of Hormuz. Iran's parliament passed legislation for up to $2M per vessel in transit tolls — ~$100B annually at pre-war volumes. Eurasia Group calls it a "colossal win" for Tehran. Oil markets haven't priced this yet.

🔗 https://premarketdaily.com/iran-claims-permanent-control-of-the-strait-of-hormuz-the-iran-oman-transit-protocol-is-the-wars-most-consequential-geopolitical-development-and-oil-markets-havent-priced-it-yet/

#IranWar #StraitOfHormuz #OilPrices #BrentCrude #EnergyStocks #MacroWatch #Geopolitics