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1 May 2018
US secretary of state Mike Pompeo: US is to work diligently to "fix" Iran nuclear deal
Following today's Iran noise where the price of oil caught a bid as tensions ramp up over the Iran nuclear deal, comments by US secretary of state Mike Pompeo have crossed the wires as follows:
- US has known about Iran nuclear material obtained by Israel for a while
- Iran documents are authentic
- Iran's Amad nuclear program is known, but there are "thousands of new documents" and new information found
- New information will spell out scope and scale of the Amad program
- It will make clear the Iranians lied to their own people
- Documents will "belie any notion that there wasn't a program like this"
- Information on Iran is still only "scratching the surface"
- It is now evident Iran continued to store material for some purpose and kept documents for a reason
Fundamental/political wrap: reflation trade under pressure, dollar goes bid