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Iran update : The US is at odds with European allies, which are skeptical about Donald Trump’s promise that the Strait of Hormuz will reopen by Friday. Trump will release the text of the MOU on Friday, JD Vance told Fox News, Trump also secretly approved a Qatar-Iran cash deal >>> The markets celebrated the moment Hormuz reopened toll-free, but the agreement behind that headline may be far weaker than anyone wants to admit... Markets : so after all the experts said what they had to say...the world's largest ever oil supply disruption failed to create a major energy crisis..., Trump threatens 100% tariff on French wine over U.S tax issue, BoJ hikes and would you believe to the highest level since 1995 (JPY unch, JGB's softer again..), China retail sales down 0.6% YoY, The IEA said 2026 shock was worst than 1973, 1979 and 2022 together. And yet, the cost of oil, natural gas, electricity and coal never surpassed the previous peaks Carney: The new world order will be built from Europe. Canada is the most European of non-European countries, and we are transforming our cooperation with the EU ... In a more dangerous and divided world, Canada has chosen to build and work in partnership with Europe Crimea : A Sevastopol real estate agent says that property prices have already collapsed -40%, Russian leaving Boris and Farage should “hang their heads in shame” for the damage they caused to Britain by leading the campaign that saw it leave the EU Trump threatened to set a 100 percent tariff on French wine and champagne unless Paris removes a digital services tax on technology firms, The New York Post reported Monday China's gasoline demand just fell more than 20% in a single year. EVs are now 60%+ of all new car sales in China Kevin Warsh faces rate hike pressure at first FOMC meeting G7 summit: Ukraine and Iran head agenda Trump secretly approved Qatar-Iran cash deal This was a deliberate and conscious course of action by the US administration, which allowed its navy to turn a blind eye to the arrangement, in complete contradiction of its declared policy. The move was intended to ease the crisis in global energy markets and curb rising oil prices. The bombshell behind the deal: Trump's own CIA director doubts Iran will keep its word... CIA Director John Ratcliffe told Trump and senior officials that U.S. intelligence raised serious doubts about Iran's willingness to make the nuclear concessions the deal seeks. Mario Nawfal on X: "🚨🇺🇸🇮🇷 The markets celebrated the moment Hormuz reopened toll-free, but the agreement behind that headline may be far weaker than anyone wants to admit... The MOU that supposedly ended the standoff was reportedly signed without Israel or the Gulf states agreeing to the terms, https://t.co/A6SVZZWw2Q" / X Trump threatens 100% tariff on French wine over tax on US tech giants Apple, Amazon, Facebook - France 24 Chinese economy stalls with investment, consumption in big slump consumption and investment sinking...while Industrial Production increases which they then dump on RoW Australia central bank warns hikes are not off the table as it keeps rates steady at 4.35% Bank of Japan hikes rate to 31-year high Russian navy officers and their families reportedly fleeing Crimea A Sevastopol real estate agent says that property prices have already collapsed -40%. Strait of Hormuz shipping flow will take ‘weeks’ to resume after US-Iran deal, warns Mitsui OSK Lines CEO Jotaro Tamura Heseltine: It’s time to reverse Boris Johnson and Nigel Farage’s ‘heinous crime’ of Brexit | The Independent Mark Carney: Canadian prime minister begins two-day visit to Ireland

Iran final update ? : after 40 ''deals'', the real deal seems to have arrived, signature a the G7 maybe ?.. though Ben-Gvir seems to say the agreement does not bind Israel..some confusion still as to what was actually agreed..markets don't care !...The US and Iran said they have reached an interim accord to halt the war and reopen the Strait of Hormuz, paving the way for talks on Tehran’s nuclear program. Officials from both sides will meet in Switzerland on Friday to sign an agreement. No text has been released by either country, Shipowners remain wary of how the deal will pan out after months of false starts, with nearly 600 vessels primed for exit from the Persian Gulf, ''Trump got outplayed, no matter how you slice it, Iran in a stronger position, they will get billions from the US govt to end this absolutely disaster of U.S foreign policy.. and keep control of Hormuz, well played!'' Markets : Bank of America confirmed the shift, hyperscalers have doubled the non-dollar share of their bond funding to 30% of total issuance in 2026 (thread), U.S froze Anthropic's advances Ai models, markets rally hard on 'the Iran deal', FOMC expected to hold at Warsh's first meeting, drop the dot plot and probably a little hawkish are the expectations, PM's rally as yields drop, bonds rally on lower crude prices, 160+ USDJPY still though, a delayed reaction to lower oil prices and JPY rallies again ? Japan to rebuild 14 nuclear reactors by 2050 The FOMC meeting, retail sales data, Kroger earnings, and more to watch this week U.S. and Iran reach peace deal to end the Mideast war, with agreement set to be signed Friday Visioner on X: "🇺🇸🇮🇷🇨🇭 BIG | Iranian Parliament Speaker Mohammed Bagher (the lead negotiator) and Foreign Minister Abbas Araghchi will travel to Geneva to sign the agreement alongside U.S. Vice President JD Vance. The meeting will mark the highest-level direct engagement between Tehran and https://t.co/EbjSVgokvb" / X , Ukraine is winning the drone war. Now it needs to win over Trump. Anthropic disables access to Fable 5 and Mythos 5 to comply with government directive Milk Road AI on X: "This is WILD! Something very large is happening in global bond markets, and most people are completely missing it (Save this). The hyperscalers, Amazon, Google, Microsoft, and Meta have collectively committed $725 billion in capital expenditure for 2026 alone, up 77% from the https://t.co/hi61C2wgzh" / X UK Stock Market News: Big Yellow, Renewables Infrastructure, Frasers UK forces board sanctioned Russian shadow fleet oil tanker Keir Starmer poised to backtrack on electric vehicle targets Swiss voters reject proposal to cap population at ten million - SWI swissinfo.ch Madness Geneva closes most of border with France for G7 summit - SWI swissinfo.ch Helvetia-Baloise „killt“ nach Jobs auch Mieten – Inside Paradeplatz Daniel on X: "Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. https://t.co/ljZBEZ20nY" / X Japan to rebuild 14 nuclear reactors by 2050 | New Civil Engineer

SpaceX is expected begin trading on the Nasdaq today after raising $75 billion in the biggest-ever IPO and putting Elon Musk on the verge of becoming the first trillionaire. Shadow markets are pricing in a jump of at least 35% on its debut...bring it on ! Iran war updates : Trump was going to bomb the hell out of Iran, and on same day claimed the war is over, deal to be signed this weekend..Per Axios, Trump agreed that one option for resolving the enriched uranium standoff is down-blending the stockpile inside Iran under UN inspector supervision..Trump folding.. Markets : Stocks extended gains and oil slipped after Trump claimed, for the 28th time.. (amazing algo's love the news still), “we ended the war with Iran” and a deal may be signed as soon as this weekend. Global equity futures rose. The two sides agreed on an MoU, which still needs a final sign-off, to extend the truce for 60 days, ECB hiked as priced and expected. The UST Long Bond at or near 5% will be the tell going forward, as usual 10's UST finds some bond buyers above 4.5% yields., China's oil imports are COLLAPSING (thread) OpenAI weighs major pricing shake-up to counter Anthropic as both companies eye trillion-dollar IPO dreams: Report, and pricing war starting !.. The drop in nitrogen fertilizer prices ..!.. India has received offers for its latest urea tender at an average price of $530 per tonne, down ~44% from $947 per tonne in April China warns EU on new sanctions over Ukraine war, The EU needs to grasp a basic point: China is not a minor state waiting for lectures from Brussels... WSJ - Inside the White House Freakout Over the Epstein Files...The president’s top advisers gathered in a series of Situation Room meetings as they struggled to contain a scandal engulfing Donald Trump himself So Christine finally hiked from 2 to 2.25%, with headline inflation at 3.2%, major energy shock mentioned, that same ECB (and others) that saw inflation as transitory in 2022..., then they lowered 2026 and 2027's GDP forecasts by 0.1% to 0.8% and 1.2% respectively..not very consistent nor credible really, luckily many other CB's aren't either, FOMC and BoJ next week + SNB Biggest news so far this week ! The AI bubble bursting SoftBank tried to borrow $6B against its OpenAI stake — then shares plunged 9.7%. Is the AI boom running into reality? The banks don’t believe OpenAI is worth $850 bn then ? and thus other Ai valuation.. The same OpenAI lost $14 billion in 2026 (lost about 10bn last year)...which just filed for a $1 trillion IPO, looks totally normal ?.. SoftBank needed the loan to keep funding OpenAI., to fund the company they already own 13% of, with money borrowed against the stake they already own. Masayoshi Son previously lost $70 billion on WeWork, he called it, at some point, the most valuable company in the world.... can only guess that the banks remembered WeWork............ fascinating times that for sure! OpenAI weighs major pricing shake-up to counter Anthropic as both companies eye trillion-dollar IPO dreams: Report Prices coming DOWN ! ...after all that Capex spending on higher debt! ECB hikes interest rates for first time since 2023 as Iran war ramps up energy costs Trump says he has canceled strikes on Iran, signals move toward deal China warns EU on new sanctions over Ukraine war The EU needs to grasp a basic point: China is not a minor state waiting for lectures from Brussels. If Europe sanctions Chinese, Turkish, Indian or other firms for not following its Russia policy, it should not be surprised when Beijing hits back. Unilateral, extra‑legal sanctions are not “rules‑based order,” they are raw power politics. And China is not a soft target: its industrial base, market size and control over key supply chains mean any escalation will hurt both sides. Europe still behaves as if it runs the world economy. It doesn’t. If Brussels normalises sanctions, China can just as easily normalise counter‑measures. Do not pick a fight with the factory of the world and then complain when the factory starts stress‑testing your supply chain. Huge too, no wonder Trump is unhinged ... Inside Trump’s White House, the Epstein Files Caused a Freakout - The New York Times Collusion, breaking the law, evading subpoenas—it’s all in there: - Trump quashing the files - The VP, COS, DOJ, FBI, and others colluding in the Situation Room to stop their release and compliance - Officials lying to the public - Admin in-fighting and exits - Officials who appeared in front of Congress during this time UK.. plenty of troubles out there.. Channel Tunnel owner threatens legal action over UK’s tripling of business rates Keir Starmer faces fresh blow after resignations by Al Carns and John Healey over defence spending - live updates - BBC News Global Markets Investor on X: "⚠️China's oil imports are COLLAPSING: Chinese crude imports fell to 7.8 million barrels per day in May, the lowest since October 2017. This marks a decline of -3.8 million barrels per day, or -33%, from the 2025 average of ~11.6 million barrels per day. The drop reflects https://t.co/VLjYuHJpvZ" / X

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