Ceasefire

• I mercati asiatici hanno aperto in ribasso ma hanno recuperato in gran parte il 13 maggio; le azioni MSCI Asia-Pacific escluso il Giappone hanno rimbalzato con un guadagno dello 0,3% dopo un calo iniziale dell'1%, con l'ottimismo per l'AI che ha compensato l'inflazione statunitense e il rallentamento dei colloqui tra USA e Iran. • Il Nikkei 225 del Giappone è salito dello 0,8% arrivando a circa 62.774, il Kospi della Corea del Sud è balzato del 2,6% raggiungendo il record di 7.708-7.844 dopo un calo del 3,2% dovuto al fallimento dell'accordo salariale del sindacato di Samsung Electronics, mentre l'S&P/ASX 200 dell'Australia è sceso dello 0,3% a 8.645. • Il Brent è sceso dell'1,4% a 106,32 dollari e il greggio USA a 101,60 dollari in mezzo alle tensioni in Medio Oriente; il rendimento dei Treasury USA a 10 anni è sceso al 4,459% e il dollaro è rimasto stabile a 98,369 rispetto alle altre valute.

• I mercati azionari globali, tra cui Nasdaq 100, S&P 500, Nikkei 225 e KOSPI, hanno raggiunto nuovi record, spinti da un ottimismo verso l'IA che ha prevalso sulle tensioni legate al cessate il fuoco tra USA e Iran. • L'aumento dei prezzi del petrolio, le maggiori aspettative di inflazione e la retorica hawkish della Fed hanno spinto al rialzo i rendimenti dei Treasury USA, rafforzando la prospettiva di tassi d'interesse "higher-for-longer" e la forza del USD. • Il Presidente Trump si recherà in Cina per un vertice con Xi Jinping su Iran, questioni nucleari, commercio e IA, accompagnato da dirigenti di Tesla, Apple e BlackRock.

Il presidente degli Stati Uniti definisce la proposta di pace di Teheran 'totalmente inaccettabile' e 'un pezzo di spazzatura'

Il presidente degli Stati Uniti dichiara di stare considerando il ripristino delle scorte navali nello stretto di Hormuz nel tentativo di porre fine al blocco iraniano.

President’s remarks came as Benjamin Netanyahu said the war was ‘not over’. Plus, American passengers of the hantavirus-stricken cruise ship travel to NebraskaGood morning.Donald Trump has condemned an Iranian response to a US peace proposal as “totally unacceptable” as the month-old ceasefire appeared to be wearing thin.What is the US position on Iranian nuclear facilities? The US parameters for nuclear talks reportedly included a moratorium on Iranian nuclear enrichment for up to 20 years; the transfer overseas, possibly to the US, of Iran’s stockpile of highly enriched uranium (HEU), and the dismantling of Iranian nuclear facilities.What is the sticking point? According to the Wall Street Journal, the Iranian counter-proposal suggested a shorter moratorium, the export of part of the highly enriched uranium stockpile and the dilution of the rest, and refusal to accept the dismantling of facilities.How have markets reacted? After Trump rejected the counter-proposal on his Truth Social platform, there was a 4% jump in Brent crude on Monday to $105.50 a barrel, before it settled at $103.50.Follow our liveblog for the latest updates.What measures are being taken to control the spread? As well as one who tested positive, another passenger has mild symptoms of hantavirus, the US health and human services department confirmed. These passengers were travelling in the plane’s biocontainment units, it added.Is the World Health Organization mandating a quarantine? No – it has recommended, but not mandated, a 42-day quarantine once passengers have landed in their home countries. As some countries enforce stricter rules than others, here is how the responses vary. Continue reading...

• Qatar's Prime Minister Sheikh Mohammed bin Abdulrahman bin Jassim Al-Thani departed Miami on Sunday morning after meetings with Trump envoy Steve Witkoff and Secretary of State Marco Rubio focused on ending the Iran war. • The delegation discussed latest regional developments and Pakistani mediation efforts aimed at deescalation, while the month-long ceasefire between the U.S. and Iran remains fragile but intact. • President Trump stated Saturday he "expects to hear very soon" from Iranian officials regarding the latest U.S. peace proposal, with negotiations ongoing.

State media says Tehran’s response to peace plan passed to Pakistan as drone strikes or incursions reported in UAE, Kuwait, Qatar and IraqIran has said it has replied to a US peace proposal, on a day when a month-old ceasefire showed signs of fraying, with drone strikes reported around the region.Iranian state media reported that the Iranian response had been passed to Pakistani mediators, without giving further details. The announcement came a week after the US presented a peace proposal, which was reported to consist of a one-page 14-point memorandum of understanding that would reopen the strait of Hormuz while setting a framework for further talks on Iran’s nuclear programme. Continue reading...