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Iran updates : Key parts of the oil market are suddenly awash in supply, as a stream of cargoes out of the Strait of Hormuz accelerates after the US-Iran agreement to open the waterway. Even before the deal, a combination of strategic inventory releases, a collapse in demand from top buyer China, and a substantial number of tankers sneaking “dark” out of the Persian Gulf had contributed to a small oversupply in some key markets, traders say Markets : MICRON smashed earnings and lifted overnight futures, ''rate hikes needed every few months, hawkish BOJ board member says'' (JPY stays weak though..), crude back to pre war levels almost, FED's preferred inflation gauge to accelerate in May, Junk bonds are flashing a warning signal (thread-chart), USD looks set to stay firm although beware month-quarter-end rebalancing flows now, real rates doing the damage for PM's at the moment, and supporting USdollar (deflationary vibes came from hawkish FED and lower oil..) There is every indication the war has reached a major turning point in Ukraine’s favor. Drone attacks have wiped out 50% oil supplies in Moscow, Russians are abandoning Crimea, Ukraine forces are pushing back Russian troops in eastern Ukraine, Russia economy collapsing (as per few various sources) "In Albania, the situation has completely spiraled out of control. The Albanian people are calling on all celebrities to speak out publicly about them. Amplify our voice to the world. We will not accept the occupation of our land by the United States and Israel." July 1, 2026, is not just another date on the calendar for the cryptocurrency sector in Europe: it marks the definitive end of the longest period of regulatory adaptation this market has ever experienced #BTC Brexit : ''the biggest mistake wasn’t Brexit, it was the referendum'' / Thread (indeed.. said it time and time again back then, a referendum is a consultation on what the folks think, not law..quite why Cameron made it law is beyond.... >>> 10 years on, the UK is still counting the cost of Brexit. Economists agree the economy is 4–6% smaller (some say up to 8%) than if we’d stayed due to trade barriers, lower investment and missed opportunities. Exports to the EU down, food/agriculture hammered, business investment lagging. The bill keeps growing. The regret is growing too. UK Stock Market News: easyJet, Serco, Moonpig Scott Bessent outlines 5 principles for Trump economic statecraft plan | Fox Business Micron (MU) earnings report Q3 2026 US-Iran War Live Updates Today: Pezeshkian Says Iran Now Recognised As 'Powerful, Dignified' Nation - News18 Putin's system is in a state of slow implosion - Archynewsy Ukraine to conduct preemptive attacks on facilities Russia uses for war, Zelenskiy says - AOL Federal Reserve stress test: U.S. banks can withstand $708B in losses The Fed's Preferred Inflation Gauge Reports on Thursday. It Could Send Stocks Lower. | The Motley Fool Elliott Wave International on X: "Junk bonds are flashing a warning signal. While the S&P 500 pushes toward new highs, CCC-rated junk bond spreads are moving in the opposite direction. When the trend between the two sectors diverge, it is almost always meaningful. This is just one of several warning signs https://t.co/yoH0hq5QsA" / X JPY EXCLUSIVE: Japan's government blueprint nudges BOJ to fuel demand, clouding rates path | Reuters Rate hikes needed every few months, hawkish BOJ board member says - The Japan Times Albania protests sparked by Jared Kushner-backed luxury resort plans snowball into anti-corruption movement - CBS News No fuel for sale as Ukraine's blockade of Russian-occupied Crimea takes effect MiCA comes into force in July: key implications for the sector Pretty bad outcome for crypto lovers Binance Withdraws Licensing Applications from Greece, Eyes France Amid Regulatory Hurdles Ed Miliband derailed plan to use North Sea oil to fund defence Better late than never.. The £5m question: Farage, Harborne, crypto policy and a timeline that raises very serious questions Liz Webster on X: "‼️ @hugorifkind says the biggest mistake wasn’t Brexit, it was the referendum. That rigid “will of the people” trap has delivered a decade of damage: lagging growth, weaker pound, falling exports, and lost opportunities. Electoral mandates shouldn’t be suicide pacts. Brexit https://t.co/K01L14Tvg7" / X

crude 4months lows... - Iran update : US Senate joins House in voting to halt Iran war, rebuking Trump. The Senate voted 50-48 in favor of the war powers resolution, which passed the House early this month, reflecting growing concern even among some of Trump's Republicans, Trump to Big Oil: lower your prices or the DOJ starts looking into you. The same guy who spent years promising to get government out of the way now wants it to enforce price movement on his timeline. The invisible hand just got a visible assist. Markets : tech struggling/momentum broken/back from space !, nothing too dramatic, yet anyway, beware markets may well have overheated already!, USDollar continues it's march/grind higher, remain bullish overall-stay behind momentum, big break sub 1.14 EURUSD (surprise 1.08 move ?..) and 0.8100+ USDCHF looks bullish, should take EURCHF and GBPCHF with it Trump has turned the White House into a 24/7 corruption operation. This is a national crisis / Thread from Senator Chris Murphy Asian stocks and US futures fluctuated after a global tech-led selloff revived concerns that the AI-driven equity rally had gone too far(BBG), BOJ June summary of opinions shows support for continued rate hikes SpaceX raised $25 billion in its debut US high-grade bond sale, though the wider spread on its 2036 notes underscored investor caution! Race for robotaxi market arrives in London UK politics, all change, Farage looks done too The Dutch government has agreed to work with the EU to change rules that have led to domestic funds dominating the country’s workplace retirement system >>> Dutch pensions alone represent a €1.5tn market. Across Europe, households and pension funds hold enormous pools of savings, but too much of it remains fragmented by national rules, domestic mandates and shallow capital markets, capital markets Union matters going forward...EURO savings to be turned into EUR investments at scale.. and Germany is also preparing the biggest pension reform in its recent history US: Senate vote calls for an end to Trump's Iran war in rare bipartisan rebuke BOJ June summary of opinions shows support for continued rate hikes EXCLUSIVE: Japan plans to better manage war chest for yen intervention, draft shows | Reuters SpaceX raises $25 billion in debt sale less than two weeks after IPO To repay crappy loans in othe companies.. Interest rate hikes remain on cards as Australia’s underlying inflation climbs, economists warn | Interest rates | The Guardian Netherlands plans to open workplace pensions market to foreign EU providers Marcos Agustín on X: "🇩🇪 Germany is preparing the biggest pension reform in its recent history. The reform would shift part of the pension system toward long-term capital-market investment, with proposals to invest around 2% of wages into productive assets This is positive for two reasons. 1." / X This is positive for two reasons. 1. First, it is economically sustainable and avoids locking the country's future into ever-rising pension spending as the population ages. 2. Second, it redirects capital into productive European assets, companies, infrastructure and innovation instead of using almost all pension contributions to finance current public spending What’s next for the UK's financial markets? – The Armchair Trader Andy Burnham plans cabinet reshuffle, Rachel Reeves set for reduced Treasury role He screwed up big time Is Nigel Farage's Ukraine gaffe the first mistake of his election campaign? | Politics News | Sky News Farage's £5m problem: do any of his defences hold up? Chris Murphy 🟧 on X: "Trump has turned the White House into a 24/7 corruption operation. This is a national crisis. Trump thinks the public will stop paying attention. So I went to the Senate floor to call his bluff. I told the ENTIRE STORY of his 500 days of corruption. 1/ Here it is - in one🧵 https://t.co/TA179vTprs" / X MSCI keeps South Korea as emerging market, delays Indonesia review amid downgrade risk Alphabet added to Dow Jones Industrial Average, replacing Verizon Germany news: Pistorius set to scrap warship project — media Race for robotaxi market arrives in London

It's been 10years, all those promises.. net results anything from 3-8pct lower GDP, and the global equity market rally that passed the U.K by, and now the country changes PM's all too often, many things have become ungovernable ! it was all pretty clear this was coming... Iran updates : The U.S waived sanctions on Iran for 60 days from Monday after the first talks under a nascent ​peace deal, while officials reported a sustained lull in fighting in Lebanon under the agreement aimed at ending hostilities across the region, crude low 70's, ''almost'' back to where it was pre war, Markets : UST yields decoupling (inflation, hawkish FED, large corp and govt issuance..!) from lower crude prices (same as JPY - no recovery so far with lower crude prices), Japan's Katayama held talks with US Treasury's Bessent on financial markets #JPY >>> HUGE IPO's have a tendency to arrive at/near peak of the markets ! #SpaceX , as discussed lately, should be no surprise to anyone if Techs, big Techs, QQQ peak around now...a reminder that SpaceX still trades near 100x sales, which is completely nuts.., momentum can change very rapidly.., >>> ''Dot-com was an equity bubble. AI is becoming an infrastructure debt bubble'' The U.K. economy has largely failed to experience a post-Brexit boost after upending ties with its largest trading partner. While shocks such as the coronavirus pandemic in 2020 and Russia’s invasion of Ukraine in 2022 hit growth globally, Stanford professor Nicholas Bloom estimates that by 2025, Brexit had reduced the U.K.’s GDP by 6-8%. OIL : The reduction in Chinese oil imports is one of the most important reasons oil prices are not going through the roof right now Saudi Arabia just dropped a bombshell: “We can no longer stand side by side with Trump. Let him save himself first, then save us.” SpaceX sheds $400bn in market value as debut rally hits reverse. Shares in Elon Musk’s AI and rockets group tumble more than 16% following fresh rise in US bond yields >> back down to earth ! Meta said on Monday it will pause ‌an internal program that tracks employee mouse movements and digital activity for ‌AI training as the social media giant investigates data security concerns Oracle's total workforce declined 13%, 21,000 employees, in fiscal 2026, AI adoption BofA now expects the Fed to hike rates three times this year, reversing its prior view of no changes. The firm sees 25 bps hikes in September, October, and December, taking the Fed funds range to 4.25%–4.5% by year-end. BofA now expects the first Fed rate cuts to come in 2028 10 years on: 'What Brexit changed for us' Brexit 10 years later: UK economy and politics in charts Japan's Katayama held talks with US Treasury's Bessent on financial markets - CNA Goolsbee sees 'note of unease' as Fed looks to next interest rate move Mike McGlone on X: "Crude, Gold, Commodities May Be No Match for T-Bonds in 2026 Gold, crude oil and the broader commodities complex are showing signs of peaking vs. US Treasury bonds. Surging commodity volatility stands in stark contrast to subdued Treasury-bond risk metrics. My analysis https://t.co/TjI7hjyhkW" / X Apollo Debt Solutions flagship fund hit by 17pc redemption requests US authorizes Iranian oil sales amid talks on final peace deal | Reuters Mark Leonard on X: "1/Ten years ago, Britain voted for Brexit. New ECFR/Mandate polling out this morning reveals something Westminster hasn't noticed: the country has quietly changed its mind — and not in the way you'd expect. The Leave/Remain divide is dead. Here's what replaced it. 🧵" / X China Moves the Price of Oil, Even When It Buys Less - The New York Times WAR on X: "🇸🇦🇺🇸MASSIVE U-TURN ALERT! Saudi Arabia just dropped a bombshell: “We can no longer stand side by side with Trump. Let him save himself first, then save us.” Saudi Arabia’s major announcement — for the first time in over 80 years, the Saudis are saying NO to the United https://t.co/Axm38GVNEX" / X Meta to pause internal mouse-tracking tech while examining data security issues Oracle workforce shrinks by about 21,000 employees

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