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Iran updates : wasn't this over ? The US said it completed fresh strikes against Iran, hitting some 90 military targets along the coastline. Iran launched missiles and drones at US bases in Kuwait and Bahrain, state-run Press TV reported, Hormuz Traffic Grinds to a Near Halt as Ceasefire Under Threat Markets : something we been talking about for a while...MAG7 are now burning cash relative to the Chipmakers (Thread), SpaceX below IPO level (coming back to earth!..), FED official split over direction of interest rates (minutes), Japan considers policy wording change as BOJ independence fears roil bonds >>> FX szteady to boring still !, rates steadily higher still !, plenty of rotation within equity markets, overall valuation still too high, energy, oil related names beginnign to look interesting MSFT just betrayed OpenAI and Anthropic, the two companies it helped build / Thread Trump said Spain agreed to pay more after he threatened a trade embargo during the NATO summit. Meanwhile, Switzerland believes there’s a “good chance” of securing a lasting deal with the US at 15% tariff rates Bank of England Governor Andrew Bailey confirms that Reform leader Nigel Farage “made his views… very clear” on cryptocurrencies and the development of a digital pound in a private meeting at the Bank last September….(no impact on their decision) and Farage’s £5m gift reported to UK crime agency over money laundering concerns (hence why Coutts closed his account..) China consumer price growth weakens in June while producer inflation rises to near 4-year high MAG7 cash burn worrying !!... (9) Post | LinkedIn It is now happening fast , the likes of Apollo and others been on this for a while 062826-Mag7.pdf Fed minutes June 2026: officials split on rates NATO chief tells BBC that Trump comments are like 'family argument' Japan considers policy wording change as BOJ independence fears roil bonds | Reuters China consumer price growth weakens in June, producer inflation quickens Hormuz Traffic Grinds to a Near Halt as Ceasefire Under Threat Iran war updates: Explosions as US forces carry out ‘additional strikes’ | US-Israel war on Iran News | Al Jazeera Trump Orders U.S. to Cut All Trade With Spain as Feud Escalates at NATO Summit Meta to Build First Data Center in Canada, Expanding Global Fleet | Financial Post Ricardo on X: "Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI https://t.co/Wh4BLDMbPV" / X Bank of England Confirms Farage's Crypto Lobbying Had No Impact on CBDC Strategy - Blockonomi Revealed: Farage’s £5m gift reported to UK crime agency over money laundering concerns | Nigel Farage | The Guardian Microsoft to Lay Off 4,800 Employees Amid Massive AI Investment | Times Now Cant' make this up.. Fox News on X: "President Trump switches planes in the U.K. on his return to Washington after the NATO Summit, disembarking the older Air Force One and boarding the newer Boeing 747 gifted by Qatar and refurbished for presidential use. In a Truth Social post, Trump said he initially flew the https://t.co/cXsuhWyCLK" / X

Iran war updates : US bases targeted by Iran after fresh strikes, Trump renews Greenland threats at NATO summit, says U.S. could remove troops from Europe Markets : JP Morgan just released their Q3 Guide to the Markets (Thread-charts), Russian bonds imploding (10y yields 16.60+) , #JPY carry trade ? ahead of BoJ hike, RBNZ lifts rates to 2.5%, #JPY this will soon start to matter .. Japan’s borrowing costs soar to 30-year high on debt fears (JP30Y: Japan 30 Year Treasury - Stock Price, Quote and News - CNBC) techs/AI struggling (massive spending & monetization of it all + big funding costs..beginning to matter!), USD stable to stronger, UST yields back near HIGHS, 10y 4.56%... with all these mountains of debts to toll ahead of us.. >>> overall plenty of risk out there still, many parts of Eq markets look mispriced given yields.. Worries over long-term spending plans help push bond yields to highest since 1996 Political survivor Le Pen makes her boldest gamble yet for France's presidency Chanos : ''the AI trick: in a spending boom, one dollar gets counted twice. booked as profit by the company selling the gear - quietly depreciated by the one buying it. earnings look unstoppable… until the spending stops China's Real Estate market has erased all gains from the last 20 years. Housing prices are expected to fall even further, in line with the Chinese policy that "houses are for living, not for speculation" What a complete farce this is, Farage only cares about himself, other parties refuse to run in Farage by-election, he ma<y well have lost it already #miscalculated it ! Swiss Bank J. Safra Sarasin to Buy Remaining Stake in Saxo Bank - MarketWatch Fantastic news for our clients NATO Summit 2026 Live Updates: Trump, Macron, Meloni, Others Reach Turkey For Key Summit As Russia-Ukraine War Escalates | Times Now Japan’s borrowing costs soar to 30-year high on debt fears Russia 10-Year Government Bond Yield - Quote - Chart - Historical Data - News Tuesday, July 7. Russia’s War On Ukraine: News And Information From Ukraine US bases targeted by Iran after fresh strikes: Live Trump talks Greenland at NATO, says U.S. could pull troops from Europe Le Pen says she'll run for French presidency next year despite court-ordered monitor : NPR Robert Peston on X: "It was supposed to be a by-election with the purpose for Nigel Farage of clearing his name in the court of public opinion, or at least in a people’s court consisting of Clacton-on-Sea’s voters. He may have gambled and lost already. The point is that the Tories were the only" / X #JPY EndGame Macro on X: "The Yen Shock That Could Put Markets on Life Support The scary part here is that Japan may be forced to save itself in a way that hurts everyone else. For decades, Japan was the world’s cheap funding source. Near zero rates let investors borrow yen, sell yen, buy higher https://t.co/5yTyM5ni1I" / X Just looking at 'double bookings' 0xDipper on X: "Jim Chanos called Enron before it collapsed - by reading the one page everyone skipped. now he says the same trick is hiding in plain sight again. the trick: in a spending boom, one dollar gets counted twice. booked as profit by the company selling the gear - quietly https://t.co/fkGG0jqtV0" / X Dividendology on X: "JP Morgan just released their Q3 Guide to the Markets. It's over 71 pages of institutional-grade research with hundreds of charts and data points. I just went through the entire document and compiled the 16 most important charts: 🧵👇" / X

China's Real Estate Market has erased all gains from the last 20 years/Chart >>> '''This is brilliant and should be studied by central bankers everywhere! Peoples Bank of China was the first to deflate a massive, leveraged housing bubble without a single quarter of economic contraction or loss of growth momentum in the real economy. A success for the history books''' >> remember how everyone back in 2020-21 talked about a China Lehman moment, here we are, real estate bubble deflated and there was NO crash Markets : Techs underperforming, DAX new ATH's (most of Europe in fact), crude stays sub $70, PM's recover/well-off lows-base in place-possible turn on the weaker than expected NFP last Thursday, though yields haven't backed off much at all (supply incoming etc), USD stays firm, no JPY turn without interventions! UBS dollar scandal: Seven subordinates punished alone. Instead of heads rolling at the top, there are only scapegoats: an internal investigation with eleven hours of interrogations. Finma lets the bank continue... Peruvian and Colombian presidential elections: Expatriate vote helps far right clinch victory The new UBS Global Wealth Report 2026 is out, The US ranks #2 when you look at average (mean) wealth per adult, but drops to #28 when you look at the median UBS-Dollar-Skandal: Sieben Subalterne allein bestraft – Inside Paradeplatz 'Swiss Elon Musk' jailed for fraud - SWI swissinfo.ch US job creation cools in June with payrolls growth of just 57,000; unemployment rate at 4.2% Silver's retreat looks more like a pause than a reversal – The Armchair Trader Global Wealth Report 2026 The US likes to proclaim its extraordinary wealth, yet much of that wealth is concentrated in the hands of a small group of oligarchs. Their extreme fortunes push up average figures and create the impression that typical Americans are very wealthy. In reality, median wealth in the US is lower than in Slovenia and Portugal, and roughly half the level found in Italy. Peruvian and Colombian presidential elections: Expatriate vote helps far right clinch victory China test-launches a ballistic missile in the South Pacific | AP News ITV and Sky reshape British TV landscape with $2.1 billion deal | Reuters EasyJet shares soar 10% as budget airline agrees $7.3 billion Castlelake takeover The betting markets suggest Farage could quit. Without him, Reform are nothing | The Independent Hedgeye on X: "China's Real Estate Market has erased all gains from the last 20 years https://t.co/97B9OuBZie" / X

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