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10's UST 4.74% again, JGB 30y 4.13%, where is 10y China yield ?... / Diesel vs Crude spread, highest in history / #QQQ risk

  • sc0172
  • 10 minutes ago
  • 2 min read

  • Markets : While global yields are surging... China’s are plunging, 10 year yields in China now 1.67 % !!.., U.S. interest payments are now 3.3% of GDP, the highest level in history (chart available), US diesel crack, the gap between diesel and crude, has just hit a record $102.20 for the first time in history (Thread), 18days since the U.S Treasury JPY intervention and back tosquare one >>> starting to feel like we’re reaching peak AI bubble, ALWAYS hard to call such things but the drumbeat is growing louder, after the recent short-covering, might well be time to 're-hedge' a bit of QQQ risk from here

  • Trump approval falls to 33%, lowest of his presidency. An overwhelming majority of Americans are concerned the U.S. war with Iran will last a long time, according to a Reuters/Ipsos poll, Trump says Iran won't make deal he thinks is needed, threatens to bomb Oman, Iran was “not showing any interest in doing something that makes sense for us”, US special envoy Jared Kushner told Fox News. “They have to be willing to make a real deal.”

  • Iran threatens new offensive while US rules out extending ceasefire deal. Outward progress towards peace talks and a resumption of oil tanker traffic through the strategic Strait of Hormuz has ground to a halt

  • Morgan Stanley sends a blunt Tesla message to investors

  • China Equities: Early-cycle, under-owned & still hated (opportunity..)

  • BHP’s copper profits outstrip iron ore for first time

  • Stellantis is recalling almost 1 million vehicles

  • Foreign holdings of US Treasuries fall in June, led by Japan, UK, China, data shows






>>> 'tokenisation' has really got them worried, gotta 'HYPE' it all further...


















 
 
 

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