The dollar is retreating in global foreign-exchange reserves but not collapsing. More importantly, no other currency is really taking its place.

Since the early 2000s, the dollar’s share of global foreign-exchange reserves has fallen from around 70% to roughly 55% today. A… pic.twitter.com/J5xweukKtc

— Christophe Barraud (@C_Barraud) July 1, 2026

AI Bubble hits same concentration level that resulted in the bursting of previous bubbles, including the Dot Com pic.twitter.com/RF3PCuUJcA

— Barchart (@Barchart) July 1, 2026

US tech volatility is flashing a rare warning signal:

The difference between the Nasdaq 100 and S&P 500 3-month volatility is up to ~11 points, the highest on record.

This reading is over 100% above the 5-year average of ~5.1.

In other words, investors are pricing in WAY… pic.twitter.com/kkFhyNFGaE

— Global Markets Investor (@GlobalMktObserv) July 1, 2026

MarketWatch: The first half of the year was dominated by a handful of fast-moving equity trades, led by the PHLX Semiconductor Index, which climbed 102% in U.S. dollar terms, according to a Deutsche Bank chart citing data from the bank and Bloomberg Finance. South Korea’s Kospi… pic.twitter.com/xI6xr32FHy

— Neil Sethi NEW account, please refollow (@neilsethinew) July 1, 2026

Meta is building a cloud business to sell excess AI computing capacity to outside customers essentially turning Meta's $125–$145 billion capex spend into a direct revenue line for the first time (Save this).

Meta has been the only major US hyperscaler without a cloud business,… https://t.co/zbdCyh32rW pic.twitter.com/MFKp7bjA1a

— Milk Road AI (@MilkRoadAI) July 1, 2026

Right on cue https://t.co/4yytimxksH pic.twitter.com/0zE5paOCmQ

— zerohedge (@zerohedge) July 1, 2026

Apple seeks to buy China-made memory chips with lobbying push https://t.co/lLt3ewW6z9

— The Straits Times (@straits_times) July 2, 2026

Apple Readies New iPad Pro, Redesigned Entry MacBook Pro For 2027 – BBGhttps://t.co/vLQor99DJT

— LiveSquawk (@LiveSquawk) July 1, 2026

OpenAI proposes handing Trump administration 5% stake – FThttps://t.co/f8NxlK30yl

— Christophe Barraud (@C_Barraud) July 2, 2026

US manufacturing activity expanded for a sixth straight month in June as a war-driven surge in input costs eased https://t.co/UrcAnEF67v

— Bloomberg (@business) July 1, 2026

The automotive affordability crisis is deepening as average monthly car payments reached a record $777 in the second quarter, with nearly a quarter of US car buyers taking out loans of seven years or more. https://t.co/KrqbJ2nnZK

— Bloomberg (@business) July 1, 2026

#AI Productivity Hopes Collide With Job and Market Worries – Bloomberghttps://t.co/hwuEFOxjgf pic.twitter.com/jzhzNr3V9M

— Christophe Barraud (@C_Barraud) July 2, 2026

PREVIEW | June US Nonfarm Payrolls Expected At 115K; Unemployment Rate Seen Steady at 4.3%#NFP $GBPUSD $EURUSD pic.twitter.com/Yfe3ZvmnL9

— LiveSquawk (@LiveSquawk) July 1, 2026

Construction spending in May was +0.1% M/M and -1.5% Y/Y; much of the spending boom of the last several years wasn't truly private b/c it was funded w/ gov't-sponsored loans – when that ended, so did the spending; the Iran war and tariffs have been a significant drag this year: pic.twitter.com/jegASV9lAr

— E.J. Antoni, Ph.D. (@RealEJAntoni) July 1, 2026

Warsh’s speech yesterday was more important than it looked as it clearly felt like an attempt to take back control of the narrative around the Fed.

What struck me most is that he clearly wanted to kill the idea that his arrival would automatically mean rapid rate cuts. His… pic.twitter.com/HH6ZoyMCUC

— Christophe Barraud (@C_Barraud) July 2, 2026

US Fed chair Warsh says inflation risks are down, vows price stability https://t.co/oWXkzBfXAP

— The Straits Times (@straits_times) July 1, 2026

Warsh reiterated his preference for the US central bank to scale back its bond portfolio, while highlighting that any such step will only be made after extensive public preparation. https://t.co/GQg9lV0oPn

— Bloomberg (@business) July 1, 2026

The reason for the strong USD in one chart.

The Fed turned hawkish, when inflation rolled over. pic.twitter.com/19owiFHFRn

— Andreas Steno Larsen (@AndreasSteno) July 1, 2026

The US decided against renewing its trade deal with Canada and Mexico, US Trade Representative Jamieson Greer said, choosing instead to conduct annual reviews of the pact. https://t.co/sZ8vKQxB7p

— Bloomberg (@business) July 1, 2026

Trump says the US will not let China take over Panama Canal https://t.co/Q8dB9JJNzY https://t.co/Q8dB9JJNzY

— Reuters (@Reuters) July 1, 2026

President Trump Delivers Remarks, Jul. 1, 2026 https://t.co/wAbKWaqgMy

— The White House (@WhiteHouse) July 1, 2026

Trump upbeat as US, Iran hold indirect talks in Qatar https://t.co/8SLBulJHrS

— The Straits Times (@straits_times) July 1, 2026

US Tries To Talk Iran Out Of Tolls As Talks Resume In Doha – @Axioshttps://t.co/H7SVtjzJMA

— LiveSquawk (@LiveSquawk) July 1, 2026

Commercial shipping through the Strait of Hormuz has surged over the past few weeks, with American military support helping boost oil flows to more than 10 million barrels per day, a US official said https://t.co/aVzv1yxvzy

— Bloomberg (@business) July 1, 2026

#Japan Retail Investors Bought Record Stocks Last Week in Selloff – Bloomberghttps://t.co/RRv8RElFBy pic.twitter.com/ZE0qRipuqQ

— Christophe Barraud (@C_Barraud) July 2, 2026

South Korean stocks slumped as Meta’s plan to sell computing power raised questions over excess in AI capacity, driving a selloff in chipmakers https://t.co/ifUEq0VPGy

— Bloomberg (@business) July 2, 2026

Traders Plot Worst-Case Scenario for #Yen If Crisis Hits – Bloomberghttps://t.co/6uPRvC3mFl pic.twitter.com/ucJM8gEIeq

— Christophe Barraud (@C_Barraud) July 2, 2026

The yen strengthened slightly against the dollar Thursday amid speculation that further intervention by Japan to bolster the currency may come without warning from officials https://t.co/JdRuj1wEqD

— Bloomberg (@business) July 2, 2026

Chinese electric vehicle maker BYD posted a second consecutive month of global sales growth in June, as a surge in exports helped offset weak demand in its home market https://t.co/JQ854wPqz0 pic.twitter.com/xBjivLt8mz

— Reuters (@Reuters) July 1, 2026

(3rd LD) Consumer prices rise to highest in 30 months in June on Middle East war impact https://t.co/nDQaWRVWmp

— Yonhap News Agency (@YonhapNews) July 2, 2026

South Korea’s consumer inflation accelerated to its fastest pace since December 2023 in June, matching economists’ estimates and reinforcing expectations that the central bank will keep a close watch on underlying price pressures https://t.co/4SzjYVTA24

— Bloomberg (@business) July 1, 2026

Australia Trade Balance May: -A$3018M (est A$2175M; prev A$1791M)

– Exports (M/M): -6.9% (prev 7.2%) 
– Imports (M/M): 2.6% (prev 0.8%)

— LiveSquawk (@LiveSquawk) July 2, 2026

Japan Shifts To Ambush Intervention Tactics Against Yen Short Sellers – RTRShttps://t.co/53IlT301Fm

— LiveSquawk (@LiveSquawk) July 2, 2026

Japan’s ‘Mr Yen’ keeps market guessing on currency intervention https://t.co/nJzZOGKxXj

— Financial Times (@FT) July 1, 2026

#Japan’s Tax Revenue Rose to Another Record in Latest Fiscal Year – Bloomberghttps://t.co/RRv8RElFBy pic.twitter.com/xbCXEwxinF

— Christophe Barraud (@C_Barraud) July 2, 2026

Taiwan ships should ignore boarding requests by China coast guard, Taipei says https://t.co/1I1XqSoJNH

— The Straits Times (@straits_times) July 1, 2026

China urges US to handle Taiwan issue 'with utmost caution' https://t.co/Lw5KGmgtS1 https://t.co/Lw5KGmgtS1

— Reuters (@Reuters) July 1, 2026

Quantum Systems has raised $1.2 billion in a funding round, more than doubling the German drone startup’s valuation to about $8 billion post-money, in the latest example of investors’ enthusiasm for defense-related bets. https://t.co/7tlRWfu4Ry

— Bloomberg (@business) July 2, 2026

As I expected

Euro-Zone #Inflation Slows More Than Expected as Oil Retreats – Bloomberghttps://t.co/6lGDXwlMLhhttps://t.co/XD5TEhhzMy pic.twitter.com/IqsLZrvWZU

— Christophe Barraud (@C_Barraud) July 1, 2026

Eurozone Unemployment Rate May: 6.2% (est 6.3%; prev 6.3%)

— LiveSquawk (@LiveSquawk) July 2, 2026

French natural gas consumers are set to pay more for network maintenance over the coming decades https://t.co/sxiKKvZ10Y

— Bloomberg (@business) July 1, 2026

#Switzerland’s #Inflation Slows for First Time in Eight Months – Bloomberghttps://t.co/vFnnwu8T4t pic.twitter.com/eoHR6VIhgV

— Christophe Barraud (@C_Barraud) July 2, 2026

UK diesel costs tumbled by the most on record in June, the latest sign the inflationary shock delivered by the Iran war is rapidly unwinding https://t.co/lueNcUtahO via @tomelleryrees pic.twitter.com/NesWVlhUap

— Zoe Schneeweiss (@ZSchneeweiss) July 2, 2026

ECB views on its next rate move are splintering as inflation sinks with oil https://t.co/GCAuCj6rcM via @weberalexander @jrandow pic.twitter.com/OXD8jASA0Y

— Zoe Schneeweiss (@ZSchneeweiss) July 1, 2026

ECB’s Stournaras Sees Smaller Likelihood Of Further Rate Hike – BBGhttps://t.co/lYKn2ZNJNh

— LiveSquawk (@LiveSquawk) July 1, 2026

Bailey says BOE rate cuts are still off the table https://t.co/qpC01RVAnD via @tomelleryrees pic.twitter.com/6kpoKK1nNt

— Zoe Schneeweiss (@ZSchneeweiss) July 1, 2026

Merz’s coalition reaches an agreement on its German reform oackage https://t.co/Ky9EinkkBI via @KowalczeKamil @ArneDelfs pic.twitter.com/l8RnqujaEj

— Zoe Schneeweiss (@ZSchneeweiss) July 2, 2026

Germany’s central bank is well positioned to oversee the country’s planned state-backed pension fund if it’s asked to do so, according to President Joachim Nagel https://t.co/yjdrrkcTYd

— Bloomberg (@business) July 1, 2026

EU flinches in China trade reset, fearing painful retaliation https://t.co/B1GZyKl1vZ via @AlbertoNardelli pic.twitter.com/tEtRCa3fJ0

— Zoe Schneeweiss (@ZSchneeweiss) July 2, 2026

Germany's top diplomat says EU-Mercosur deal still has issues to resolve https://t.co/dNxB6wP55y https://t.co/dNxB6wP55y

— Reuters Politics (@ReutersPolitics) July 1, 2026

Germany rejects Trump’s demands for NATO loyalty to Washington https://t.co/0OREFbPlFW via @mcnienaber pic.twitter.com/zlDGNrGGVu

— Zoe Schneeweiss (@ZSchneeweiss) July 2, 2026

The Labour Party has once again failed to tap a woman for the highest office. Will Andy Burnham do better when it comes to his Cabinet, asks @RosaFPrince https://t.co/RIykO8ZTvF via @opinion pic.twitter.com/0CVNhiTGDw

— Zoe Schneeweiss (@ZSchneeweiss) July 2, 2026

https://twitter.com/C_Barraud/status/2071155688668053798

S&P 500, Nasdaq register best quarter since 2020 despite Iran war https://t.co/H17QEZCHlg

— The Straits Times (@straits_times) June 30, 2026

https://twitter.com/MikeZaccardi/status/2072041797371498582

Microsoft To Cut Under 2.5% Of Workforce In Latest Layoffs, BI Reports – RTRShttps://t.co/OxsJVA76vX

— LiveSquawk (@LiveSquawk) July 1, 2026

Nike forecasts surprise fall in full-year revenue, shares tumble 4% https://t.co/ZufAhSx9cq https://t.co/ZufAhSx9cq

— Reuters (@Reuters) June 30, 2026

*US JUNE CONSUMER CONFIDENCE 91.2; EST. 94.4 – BBG
– Prior month revised to 90.6 from 93.1
– Present situation confidence fell to 116.4 from 119.4
– Consumer confidence expectations rose to 74.4 from 71.4
– Median inflation expectations at 5.0% following 5.2% the prior month

— Christophe Barraud (@C_Barraud) June 30, 2026

https://twitter.com/C_Barraud/status/2071957308804936169

For private-sector jobs in May, the vacancy rate held steady at 4.8%, a two-year high. It was as low as 4.1% in December.

Hiring and layoff rates have moved sideways at cyclically low levels. pic.twitter.com/m0001GtmeE

— Nick Timiraos (@NickTimiraos) June 30, 2026

Canada’s GDP rebounds in April, posts 0.5% growth on monthly basis https://t.co/Hh4EDE8jzA

— The Globe and Mail (@globeandmail) June 30, 2026

Cleveland Fed President Hammack sees AI fueling inflation, says rate hikes may be necessary https://t.co/LVGmNt0Ai2

— CNBC (@CNBC) June 30, 2026

With independent agencies imperiled, Fed may face further pressure despite Cook win – https://t.co/rgJovoC2sf

— Shehzad Younis شہزاد یونس (@shehzadyounis) June 30, 2026

US expected to not extend USMCA, starting a decade-long countdown for trade pact https://t.co/VvNftwwomR

— The Straits Times (@straits_times) June 30, 2026

US negotiators Jared Kushner and Steve Witkoff had positive discussions with regional leaders in Qatar and technical talks with Iran are moving ahead, according to a senior administration official. https://t.co/jZyuOTDVq4

— Bloomberg (@business) July 1, 2026

Iran's Ghalibaf: Iran Missile Power, Resistance Groups Not Negotiablehttps://t.co/l3OCdxUYnt pic.twitter.com/jLEfheNtuC

— LiveSquawk (@LiveSquawk) June 30, 2026

'Israeli' Prime Minister Benjamin Netanyahu visits troops in southern Lebanon and vows that his country's forces would stay in the area as long as Hezbollah remained a "threat". pic.twitter.com/qodOPTVbKK

— Roya News English (@RoyaNewsEnglish) June 30, 2026

Yen stumbles to 40-year low as clock ticks on intervention https://t.co/5nK5Bou1tu https://t.co/5nK5Bou1tu

— Reuters (@Reuters) June 30, 2026

https://twitter.com/C_Barraud/status/2072188841910211020

Japan Tankan Large All Industry CapEx Q2: 11.5% (est 11.0%; prev 3.3%)

– Large Manufacturers Index: 22 (est 16; prev 17) 
– Large Manufacturing Outlook: 17 (est 13; prev 14) 
– Large Non-Manufacturing Index: 37 (est 36; prev 36)
– Large Non-Manufacturing Outlook: 28 (est 29;…

— LiveSquawk (@LiveSquawk) June 30, 2026

Japan PM Takaichi Sets Target For Nominal GDP Of $6.8T In 2040 – BBGhttps://t.co/ayqaocWAIc

— LiveSquawk (@LiveSquawk) June 30, 2026

South Korea’s Exports Surge Again as AI Fuels Chip Demand – Bloomberghttps://t.co/Xj5yfdcD7o pic.twitter.com/wYkwgIK5ng

— Christophe Barraud (@C_Barraud) July 1, 2026

https://twitter.com/C_Barraud/status/2071868581277561176

BOJ's slow, dovish revamp casts doubt over long-term rate-hike plans https://t.co/tFXCNG7ZxY https://t.co/tFXCNG7ZxY

— Reuters (@Reuters) June 30, 2026

Japan’s FX Chief Says Past Yen Intervention Has Shown Impact – BBGhttps://t.co/KcdPjLB7I8

— LiveSquawk (@LiveSquawk) July 1, 2026

New Zealand’s central bank should raise interest rates toward a neutral level this year to keep inflation risks at bay, the IMF said in a staff report https://t.co/Nn732X0XAA

— Bloomberg (@business) June 30, 2026

https://twitter.com/C_Barraud/status/2071862487184523308

World Bank to phase out China lending https://t.co/Tt9qSl1LfD

— Financial Times (@FT) June 30, 2026

Japanese Prime Minister Sanae Takaichi is heading to India for a three-day trip starting Wednesday to bolster economic ties and align on security cooperation https://t.co/TxrXHuajTJ

— Bloomberg (@business) July 1, 2026

China Increases Military and Economic Pressure on Japan https://t.co/KHf9kcmK0A #News

— The Right News, Right Now. (@BradPorcellato) June 30, 2026

Here’s the latest news and analysis on the oil market https://t.co/kbdY0NlnWH

— Bloomberg (@business) June 30, 2026

My proxies and regional surveys suggest #Eurozone CPI (June) will surprise downward.

*Bloomberg consensus:
+3.0%e v +3.2% prior

The slowdown could be explained by 3 main factors:

1⃣ The decline of energy prices (gasoline prices)

2⃣ Calendar effect normalization (post… pic.twitter.com/BU9lTa1cdo

— Christophe Barraud (@C_Barraud) July 1, 2026

Eurozone inflation is tracking to fall below 3% in June plus inflation expectations starting to come down should guarantee a hold by the ECB in July. Then let's see what happens over the summer and then on to a really interesting September meeting. pic.twitter.com/uRbsamhUvh

— Ángel Talavera (@atalaveraEcon) June 30, 2026

Surprisingly quick oil price retreat eases urgency for #ECB to act, sources say – Reutershttps://t.co/d0iY7XzYmR

— Christophe Barraud (@C_Barraud) July 1, 2026

ECB's inflation fears linger despite oil price retreat https://t.co/GyIJU1NDxN https://t.co/GyIJU1NDxN

— Reuters Business (@ReutersBiz) June 30, 2026

BoE's Bailey sees no rush to act on interest rates https://t.co/Tg9AdQLLqq https://t.co/Tg9AdQLLqq

— Reuters (@Reuters) June 30, 2026

EXCLUSIVE: Germany demands $450 billion cut to 'unaffordable' EU budget, document shows https://t.co/bPXWkf5AiQ https://t.co/bPXWkf5AiQ

— Reuters Business (@ReutersBiz) June 30, 2026

UK defense plan leaves a £5 billion hole in Andy Burnham’s first budget https://t.co/Om3iRotdso via @EllenAMilligan pic.twitter.com/khsQyttfHB

— Zoe Schneeweiss (@ZSchneeweiss) June 30, 2026

UK grid operator lifts post-2030 investment need to £89 billion https://t.co/1gl2wLiK1S via @EamonFarhat pic.twitter.com/0MJB9DRUEQ

— Zoe Schneeweiss (@ZSchneeweiss) June 30, 2026

EU Slaps €3 Fee On E-Commerce Parcels In Blow To Shein, Temu, AliExpress – BBGhttps://t.co/fc727m9uIi

— LiveSquawk (@LiveSquawk) July 1, 2026

Keir Starmer says defense plan allows Andy Burnham to counter UK threats https://t.co/iWJAMU33SN via @AlexJFMorales @EllenAMilligan @ChaplainChloe pic.twitter.com/tF4l663X1z

— Zoe Schneeweiss (@ZSchneeweiss) June 30, 2026

France’s far right is promising air conditioners now, rather than climate solutions for later, to try and sway voters as Europe bakes under record temperatures https://t.co/htIUJe3hLm via @Newsbaum_ pic.twitter.com/EWRGNXtHZ8

— Zoe Schneeweiss (@ZSchneeweiss) June 30, 2026

https://twitter.com/C_Barraud/status/2071155688668053798

Futures Rise As Dip-Buyers Lift Tech Stocks https://t.co/9gwN9EltTr

— zerohedge (@zerohedge) June 29, 2026

Leverage That Fueled US Stock Rally Becomes a Growing Concern – Bloomberghttps://t.co/DqWva3A8e4 pic.twitter.com/vpolSwqHQY

— Christophe Barraud (@C_Barraud) June 30, 2026

https://twitter.com/C_Barraud/status/2071829377638125854

https://twitter.com/C_Barraud/status/2071582316002976227

$AMZN | Amazon Could Pay More For Anthropic Technology Under New Deal – @theinformation https://t.co/oIcG3oGv34

— LiveSquawk (@LiveSquawk) June 29, 2026

https://twitter.com/MikeZaccardi/status/2071202201460973752

Trump urges gasoline retailers to lower prices, warns of 'big problems' if they don'thttps://t.co/ErnO8p4PaO

— Economic Times (@EconomicTimes) June 30, 2026

Investors are underestimating Fed Chairman Kevin Warsh’s determination to return inflation to 2% and the resulting drag on risk assets, Citadel says https://t.co/LcuoS1SH7Z

— Bloomberg (@business) June 29, 2026

The Supreme Court rejected Trump’s bid to remove the Fed’s Lisa Cook for now but expanded his power over other agencies. Hear what the rulings mean for the Fed’s future on the Big Take podcast. https://t.co/HNzHg8TwXD

— Bloomberg (@business) June 29, 2026

The Supreme Court blocked Trump’s bid to remove the Fed’s Lisa Cook for now but expanded his power over other agencies. Hear what the rulings mean for the Fed’s future on the Big Take podcast. https://t.co/0mq8v3MwUr pic.twitter.com/lx8euMgJkl

— Bloomberg (@business) June 29, 2026

Justices rule that Trump cannot fire Fed Governor Lisa Cook https://t.co/ygeQQbFDQy

— Bloomberg (@business) June 29, 2026

Trump’s tariffs aren’t saving jobs at Whirlpool’s Iowa refrigerator plant https://t.co/1WhOAaPPa0 https://t.co/1WhOAaPPa0

— Reuters (@Reuters) June 29, 2026

US retailers have brought forward orders from China by four-to-six weeks to secure their inventories for Black Friday and Christmas holiday sales before expected tariff hikes later this year, shipping executives said https://t.co/yw8WVngArJ

— Reuters (@Reuters) June 30, 2026

Trump says U.S. and Iran will meet to negotiate after days of strikes https://t.co/ZKZjIFlYgC #News #Pennsylvania

— The Right News, Right Now. (@BradPorcellato) June 29, 2026

A top Iranian official reiterated the country’s determination to maintain control over maritime traffic moving through the Strait of Hormuz, raising the stakes ahead of fresh negotiations with the US on ending their war for good. https://t.co/NoLYXzWNk0

— Bloomberg (@business) June 30, 2026

How US-Iran conflict devastated infrastructure in the Middle East https://t.co/jeOUXSLin1

— Nikkei Asia (@NikkeiAsia) June 29, 2026

Iran resumed scheduled flights to Dubai for the first time since the start of the war with the US and Israel in late February, after both sides agreed to halt a series of attacks over the Strait of Hormuz https://t.co/Sgu9gEagYc

— Bloomberg (@business) June 29, 2026

Asian stocks wobbled toward the end of a sparkling quarter on Tuesday, while a resurgent dollar pushed the yen to a four-decade low and was headed for a fourth straight quarterly rise. https://t.co/QUbjOeb9Nd

— Reuters Africa (@ReutersAfrica) June 30, 2026

https://twitter.com/C_Barraud/status/2071840695967510682

https://twitter.com/Barchart/status/2071693193234542912

https://twitter.com/C_Barraud/status/2071812735436837291

Japan industrial output in May rises 0.5% on month https://t.co/XHVu430nvm

— The Mainichi (Japan Daily News) (@themainichi) June 30, 2026

India within ‘striking distance’ of 8% growth, says top Modi aide https://t.co/6eluhQApzy

— FT India News (@ftindianews) June 29, 2026

https://twitter.com/C_Barraud/status/2071818951227506932

#China | #PBOC’s Overnight Repo Signals Stronger Liquidity Support – China Securities Journal

The PBOC’s debut overnight reverse repo underscores a more proactive approach to short-term liquidity management, helping smooth quarter-end funding conditions while enhancing…

— Christophe Barraud (@C_Barraud) June 30, 2026

The Bank of Japan will probably raise interest rates earlier than most expect as it moves to normalize still excessively accommodative financial conditions, according to the bank’s former Executive Director Kenzo Yamamoto https://t.co/Rad3li5Ar8

— Bloomberg (@business) June 30, 2026

Prime Minister Sanae Takaichi is staking her legacy as Japan’s first female premier on an unprecedented plan to reshape the country’s industrial base for decades to come https://t.co/hnluNJ0hOg

— Bloomberg (@business) June 29, 2026

Samsung and SK Hynix will build two chip plants each in a $518 billion plan aimed at cementing South Korea’s status as a global AI powerhouse.

Follow our live blog for the latest https://t.co/B2VpPdO3SD

— Bloomberg (@business) June 29, 2026

China restricts exports to Mitsubishi, Hitachi, Komatsu units https://t.co/R38Ydkf6vU

— Nikkei Asia (@NikkeiAsia) June 29, 2026

https://twitter.com/C_Barraud/status/2071529081867301285

Pakistan said it carried out an intelligence-based ground operation and “precision” airstrikes along its border with Afghanistan, killing 29 militants in response to earlier deadly attacks https://t.co/Hjo71PKVR1

— Bloomberg (@business) June 29, 2026

China conducts patrols around Scarborough Shoal in disputed South China Sea https://t.co/VkogXm45wQ https://t.co/VkogXm45wQ

— Reuters (@Reuters) June 30, 2026

J.P. Morgan Lifts European Equity Targets, Citing Earnings and Geopolitical Stability

J.P. Morgan has raised its year-end targets for European equity indexes, including the STOXX 600 and MSCI Eurozone, citing strong corporate earnings and an improving geopolitical climate. The…

— PiQ (@PiQMarkets) June 29, 2026

https://twitter.com/C_Barraud/status/2071850635767509132

Spanish inflation unexpectedly remains far above the ECB’s 2% target in the first reading since the US-Iran peace deal https://t.co/X2TLCXH3Q4

— Bloomberg (@business) June 29, 2026

Spain lifts 2026 economic-growth forecast despite Iran war https://t.co/sP2S4GvkiH via @basteiro pic.twitter.com/nRhad8FPiW

— Zoe Schneeweiss (@ZSchneeweiss) June 29, 2026

Germany Retail Sales (M/M) May: 1.1% (est 0.0% prev 0.0%)
-Germany Retail Sales (Y/Y): 1.8% (prev -2.3%)

— LiveSquawk (@LiveSquawk) June 30, 2026

Germany Import Price Index (M/M) May: 0.7% (est 0.4%; prev 1.2%)
– Import Price Index (Y/Y): 6.8% (est 6.5%; prev 5.3%)

— LiveSquawk (@LiveSquawk) June 30, 2026

UK Food Inflation Drops To 15-Month Low, Retailers’ Survey Says – BBGhttps://t.co/RCsGhjfA29

— LiveSquawk (@LiveSquawk) June 29, 2026

https://twitter.com/C_Barraud/status/2071841328871219326

https://twitter.com/C_Barraud/status/2071852328374735130

Europe is becoming less vulnerable to outside shocks thanks to a better financial framework and progress on the green transition, ECB chief Christine Lagarde says https://t.co/P2gukQifIJ

— Bloomberg (@business) June 29, 2026

ECB’s Kazaks Says No Need for Multiple Hikes in Rushed Way https://t.co/f71pvfuJ3w

— Bloomberg (@business) June 29, 2026

Orbán hid half of Hungary’s budget deficit, new PM says https://t.co/FMxUdfzkMn

— Financial Times (@FT) June 29, 2026

https://twitter.com/C_Barraud/status/2071463602083467431

The Spanish government will scrap one of its main electricity taxes to help lower energy bills for households and businesses, while encouraging the shift from fossil fuels to clean power https://t.co/cqFqqPYsL2

— Bloomberg (@business) June 29, 2026

https://twitter.com/C_Barraud/status/2071821760794669201

EU's trade chief wants results on trade talks with China by October https://t.co/NMvXZnHMGU https://t.co/NMvXZnHMGU

— Reuters (@Reuters) June 29, 2026

Germany should end a boycott of Russian oil and gas to bolster its flagging economy, the leader of the far-right Alternative for Germany, Alice Weidel, told Reuters as she outlined the party's ambitions to lead a national government https://t.co/KHvb7nbF3s

— Reuters (@Reuters) June 30, 2026

https://twitter.com/C_Barraud/status/2071155688668053798

https://twitter.com/C_Barraud/status/2071470937438925085

Global trade braces for another period of policy uncertainty https://t.co/PmXeTupeJ2 via @b_muzz pic.twitter.com/jZSVHd3e87

— Zoe Schneeweiss (@ZSchneeweiss) June 30, 2026

Christophe Barraud, le prévisionniste le plus écouté de la macroéconomie

Par @philippinerbt https://t.co/ErJqAkVQDQ

— Le Point (@LePoint) June 24, 2026

https://twitter.com/C_Barraud/status/2070743843402559535

https://twitter.com/C_Barraud/status/2070742687712477523

SpaceX set to join Nasdaq 100, paving way for wave of passive buying https://t.co/EejAm1m4vJ

— The Straits Times (@straits_times) June 27, 2026

DB: At the end of May, we argued that the setup pointed to a slower choppier grind up or even a pause along with a rotation into sectors and regions that have lagged, as the demand-supply backdrop for equities remained favorable but large-cap Tech positioning was clearly… pic.twitter.com/tpByB9LHmj

— Neil Sethi NEW account, please refollow (@neilsethinew) June 27, 2026

From @jimwpaulsen (link to Substack at the bottom):

The defensive composition of the S&P 500 index has seldom been lower than it is today.

Chart 1 shows the percent of the S&P 500’s overall market capitalization accounted for by its defensive sectors which include the… pic.twitter.com/Sxog5tIO5K

— Neil Sethi NEW account, please refollow (@neilsethinew) June 27, 2026

https://twitter.com/C_Barraud/status/2071114398802792739

The AI spending boom is consuming hyperscaler cash flows at an unprecedented rate:

The quarterly free cash flow differential between hyperscalers, including Amazon, Google, Meta, Microsoft, and Oracle, and chip suppliers Micron and Nvidia has collapsed to a record -$60… pic.twitter.com/jDB97s1Q1o

— Global Markets Investor (@GlobalMktObserv) June 26, 2026

AI is super exciting, but there’s still a whole market out there that’s getting less attention because of it.

We took a detour from bottlenecks and data centers to find the best setups that have nothing to do with artificial intelligence:https://t.co/TdXJYQ6dDF

— Citrini (@citrini) June 26, 2026

Bond investors are looking on with trepidation as tech companies rush to sell stock to finance artificial intelligence infrastructure and other growth plans https://t.co/5uYPZAG23s

— Bloomberg (@business) June 27, 2026

US consumer sentiment rose in June as lower gasoline prices provided some relief for Americans grappling with high inflation. https://t.co/nIWwV1qqq0

— Bloomberg (@business) June 26, 2026

BBG article on this:

Goods trade deficit (which is 70% of US trade) widens to largest since last March as imports rose to the highest since then while exports fell back, all more than expectations.

The report showed large declines in exports of both the volatile consumer goods… https://t.co/gcYlVuc71W pic.twitter.com/SaA0AjuDGx

— Neil Sethi NEW account, please refollow (@neilsethinew) June 26, 2026

Economists raised their forecasts for a key gauge of US inflation this year and boosted estimates for job creation, scrapping the chance of a Federal Reserve interest-rate cut until well into 2027 https://t.co/bAxEK7r74K

— Bloomberg (@business) June 26, 2026

A surprise economic slump to start the year prompted forecasters to slash their expectations for Canada’s growth for 2026. https://t.co/TkuaHMImuF

— Bloomberg (@business) June 26, 2026

Young Americans Expect To Buy A Home Later In Life (Or Not At All) https://t.co/WJ0ty1Kbiz

— zerohedge (@zerohedge) June 28, 2026

Federal Reserve Bank of Minneapolis President Neel Kashkari said inflation is being driven by supply dynamics and not the labor market https://t.co/0GuzvsJNRq pic.twitter.com/w5enCITeT7

— Bloomberg TV (@BloombergTV) June 26, 2026

The Richmond Fed chief was heartened by a rapid decline in gasoline prices in his district as the price of oil fell following a recent ceasefire agreement between the US and Iran https://t.co/wtnNq0CrPE

— Bloomberg (@business) June 28, 2026

The Atlanta Fed's search for a new president has grown complicated. Finalists interviewed in April did not advance to the next stage in Washington, and some people familiar with the process say the search is rebooting. https://t.co/1yi914PesY

— Nick Timiraos (@NickTimiraos) June 26, 2026

Fed Chairman Kevin Warsh has tapped two longtime staff economists, Daniel Covitz and Eric Engstrom, to advise him https://t.co/wpda5defcx

— Nick Timiraos (@NickTimiraos) June 26, 2026

https://twitter.com/C_Barraud/status/2071311058598265162

https://twitter.com/C_Barraud/status/2071123552036675967

Some folks mistakenly thought for about two weeks that California may not, in fact, be a socialist paradise. Today that reversed. https://t.co/ykXipecaOK pic.twitter.com/cIUSL8WmO6

— zerohedge (@zerohedge) June 27, 2026

https://twitter.com/C_Barraud/status/2071135842622435385

https://twitter.com/C_Barraud/status/2071135584161046860

Trump threatened to impose 100% tariffs on goods imported from countries that impose digital services taxes, escalating pressure on European nations that just ratified a trade pact with the US https://t.co/nTRoEIAI4x via @jendlouhyhc pic.twitter.com/471rXPeGNS

— Zoe Schneeweiss (@ZSchneeweiss) June 27, 2026

DOJ Asks Supreme Court To Approve No-Bond Immigration Detention Policy https://t.co/pFZJ1iOQcw

— zerohedge (@zerohedge) June 28, 2026

https://twitter.com/C_Barraud/status/2071446931306434942

https://twitter.com/C_Barraud/status/2071112913125883928

Tehran Retaliates Against Bahrain, Kuwait After US Bombing Campaign Along Iranian Coast https://t.co/GtenkJF0Oe

— zerohedge (@zerohedge) June 28, 2026

The US and Iran are expected to resume peace talks on Monday https://t.co/FcygKYrfxa

— Bloomberg (@business) June 27, 2026

Israel destroys Hezbollah underground infrastructure in southern Lebanon https://t.co/oq0v8k6xJh https://t.co/oq0v8k6xJh

— Reuters (@Reuters) June 28, 2026

South Korean investors have never borrowed this much to buy equities:

Margin loans in South Korea are up to a record ~$26 billion, DOUBLING since the start of 2025.

However, as a % of Korea's free float, the portion of the market value available for public trading, margin loans… pic.twitter.com/3va2F9BhpI

— The Kobeissi Letter (@KobeissiLetter) June 27, 2026

https://twitter.com/C_Barraud/status/2070439448924373423

https://twitter.com/C_Barraud/status/2071454335897043382

'Slipped Through The Cracks': Goldman Partner Sees Something Big Happening In Little China https://t.co/gWZNd4s3g4

— zerohedge (@zerohedge) June 27, 2026

Japan’s retail sales rose in May for a third month, powered by strong wage gains and government subsidies to ease the cost of living https://t.co/E1FpmN0AsZ

— Bloomberg (@business) June 29, 2026

#Japan targets more than doubling real growth to over 1% in economic blueprint – Reutershttps://t.co/aQpDUauOrS

— Christophe Barraud (@C_Barraud) June 29, 2026

https://twitter.com/C_Barraud/status/2070744607206285555

https://twitter.com/C_Barraud/status/2071447464813469859

https://twitter.com/C_Barraud/status/2071453300717768723

https://twitter.com/C_Barraud/status/2071452069832073367

South Korean president to unveil massive AI and chip investment drive https://t.co/DzYJHIi5eI https://t.co/DzYJHIi5eI

— Reuters (@Reuters) June 29, 2026

https://twitter.com/C_Barraud/status/2070463819114029179

https://twitter.com/C_Barraud/status/2070397071891333536

https://twitter.com/C_Barraud/status/2071310215383798171

https://twitter.com/C_Barraud/status/2071137221998973274

https://twitter.com/C_Barraud/status/2071446652850692250

https://twitter.com/C_Barraud/status/2071136230671077587

https://twitter.com/C_Barraud/status/2071463602083467431

https://twitter.com/C_Barraud/status/2071127376558161981

Europe’s heat wave raises the cost of waiting to adapt https://t.co/DMdKbCpgiK via @joewertz pic.twitter.com/gjdPr2U88b

— Zoe Schneeweiss (@ZSchneeweiss) June 27, 2026

#France Has 1,000 Excess Deaths as Heat Wave Sweeps Across Europe – Bloomberg
*Direct link: https://t.co/iN6eCkm6Hrhttps://t.co/cXG2NKVHxM

— Christophe Barraud (@C_Barraud) June 28, 2026

The euro zone’s first signs of respite in inflation since the outbreak of the Iran war are forecast for data next week that will reflect the impact of subsiding energy costs https://t.co/cj0NU29Ipz

— Bloomberg (@business) June 26, 2026

https://twitter.com/business/status/2070816945767657593

Europe has exacerbated its exposure to jet fuel by closing refineries in recent years like the Lindsey plant — which supplied a UK storage terminal linked to Heathrow, the country’s biggest airport https://t.co/FjIrrbNNxn via @JWittels @TomFevrier @hellococomo pic.twitter.com/QoozHeSyDs

— Zoe Schneeweiss (@ZSchneeweiss) June 27, 2026

ECB’s Schnabel sees upside inflation risks despite US-Iran peace deal https://t.co/bpUmWL8Adx via @LibbyCherry98 pic.twitter.com/jy1NFkjEJY

— Zoe Schneeweiss (@ZSchneeweiss) June 27, 2026

Hungarian Prime Minister Peter Magyar said his country could meet the European Union’s economic criteria for adopting the euro by 2030, setting out the clearest timetable yet for a path toward the common currency. https://t.co/euk5ntM7bH

— Bloomberg (@business) June 26, 2026

What happened when the European Union splurged €800 billion on its economy? Take a look at Naples https://t.co/ikHGAmLPNv

— Bloomberg (@business) June 26, 2026

"Je préfère que la France ait un budget, quitte à ce que je tombe": Roland Lescure plaide pour un compromis avec le Parlement mais maintient son objectif de 5% de déficithttps://t.co/SHTn7WcrpO

— BFM Business (@bfmbusiness) June 26, 2026

https://twitter.com/C_Barraud/status/2071448926947885341

German Chancellor Friedrich Merz’s coalition is negotiating as much as €20 billion ($22.8 billion) in income-tax relief as it taps momentum for its broader reform agenda, though the parties remain divided on how to pay for the cuts. https://t.co/fYB10XSEN2

— Bloomberg (@business) June 26, 2026

UK prioritizes high-speed boats, drones in defense funding shift https://t.co/Jov3bvb2Jr pic.twitter.com/i9QE3jXB84

— Zoe Schneeweiss (@ZSchneeweiss) June 28, 2026

Burnham’s rise revives talk of war bonds to fund the UK military https://t.co/k4Z2WZTsOA via @PhilAldrick @LucyGJWhite pic.twitter.com/YuHQOSc3P6

— Zoe Schneeweiss (@ZSchneeweiss) June 28, 2026

US troop withdrawal leaves Germany’s base towns in limbo https://t.co/xtM7bpQlOI via @NickHeubeck pic.twitter.com/eCFiQOIbhf

— Zoe Schneeweiss (@ZSchneeweiss) June 27, 2026

Putin says Russia faces fuel shortages as Ukrainian drones strike refineries https://t.co/4yWwHYnAt1

— Financial Times (@FT) June 28, 2026

The Kremlin expects US negotiators Steve Witkoff and Jared Kushner to travel to Moscow to continue talks on ending the war in Ukraine once Washington is no longer preoccupied with the conflict with Iran https://t.co/6lhQjKSAAR

— Bloomberg (@business) June 28, 2026

Austria lobbies the EU to host Anthropic after US access curbs https://t.co/iGSo6VlMwB via @martoneder pic.twitter.com/EydjpS2Bim

— Zoe Schneeweiss (@ZSchneeweiss) June 28, 2026

https://twitter.com/C_Barraud/status/2071155688668053798

https://twitter.com/C_Barraud/status/2070746993337512225

https://twitter.com/C_Barraud/status/2071112413777154496

https://twitter.com/C_Barraud/status/2071450831921025437

#earnings for the week of June 29, 2026https://t.co/hLn2sKQhEY$NKE $AVAV $STZ $GIS $FDS $BSET $CNXC $FC $UNF $MSM $PRGS $GBX $LNN pic.twitter.com/qBHlNzR0VL

— Earnings Whispers (@eWhispers) June 26, 2026

https://twitter.com/C_Barraud/status/2071114398802792739

https://twitter.com/C_Barraud/status/2071116938944659696

US dominates news as 250th anniversary celebrations approach https://t.co/CRj7iDyrGh

— FT Economics (@fteconomics) June 28, 2026

https://twitter.com/C_Barraud/status/2071116959333191783

Takaichi visits India, Nadiem verdict, South Korea megaprojects https://t.co/e5nXYMx7Mk

— Nikkei Asia (@NikkeiAsia) June 28, 2026

🇨🇳 🇪🇺 Exclusive: China, EU hold intensive trade talks; EU lacks sincerity, raising concerns of bilateral ties falling to freezing point: source – Global Timeshttps://t.co/4CkR82z6OK

— Christophe Barraud🛢🐳 (@C_Barraud) June 26, 2026

https://twitter.com/C_Barraud/status/2071143606275002431

https://twitter.com/C_Barraud/status/2071140823140302848

https://twitter.com/C_Barraud/status/2071141027579035807

The euro zone’s first signs of respite in inflation since the outbreak of the Iran war are forecast for data next week that will reflect the impact of subsiding energy costs https://t.co/cj0NU29Ipz

— Bloomberg (@business) June 26, 2026

https://twitter.com/C_Barraud/status/2071139400671469942

Wall Street’s week ahead: Jobs data, rate bets in focus as U.S. stocks close solid first half https://t.co/jj28WqmHM2

— The Globe and Mail (@globeandmail) June 26, 2026

The approach of the new Federal Reserve head might not always align with the standard his predecessor set. https://t.co/aXdaxnucLN

— The Wall Street Journal (@WSJ) June 28, 2026

https://twitter.com/C_Barraud/status/2070746993337512225

🌎 Charting the Global Economy: US Spending Rises, Weather Looms – Bloomberghttps://t.co/G2Aaarwriu pic.twitter.com/GfjYP1kTON

— Christophe Barraud🛢🐳 (@C_Barraud) June 28, 2026

https://twitter.com/C_Barraud/status/2070743843402559535

As always a ton of good posts in the morning brief from @C_Barraud. One I hadn't realized was that in addition to IPOs picking up, M&A over the past four quarters has jumped to a record high.

49% has been via equity, most since Q2 2001. https://t.co/KupkiZgGjh pic.twitter.com/HPIjaEa7Fb

— Neil Sethi NEW account, please refollow (@neilsethinew) June 26, 2026

https://twitter.com/C_Barraud/status/2070417070873800941

Hyperscalers vs Chips pic.twitter.com/qtYEDM8lQ7

— zerohedge (@zerohedge) June 25, 2026

https://twitter.com/C_Barraud/status/2069343064695464131

https://twitter.com/C_Barraud/status/2070035198960345300

https://twitter.com/C_Barraud/status/2070124915328454757

https://twitter.com/C_Barraud/status/2070041752837177405

https://twitter.com/C_Barraud/status/2069331436151169127

https://twitter.com/C_Barraud/status/2070397071891333536

https://twitter.com/C_Barraud/status/2070131850043965598

https://twitter.com/C_Barraud/status/2070417070873800941

https://twitter.com/C_Barraud/status/2070251852734607581

https://twitter.com/C_Barraud/status/2070252120490577950

https://twitter.com/C_Barraud/status/2070144551495291177

https://twitter.com/C_Barraud/status/2070195153747186100

Watch for the July update: MLCCs about to go 5-10x https://t.co/EfDkinboZb pic.twitter.com/oGoVRGOX2E

— zerohedge (@zerohedge) June 26, 2026

US corporate dealmaking is booming:

US M&A deal value hit a record $1.89 trillion over the last 4 quarters.

This figure has nearly TRIPLED since Q2 2023.

This also exceeds the previous peaks seen in 2021 and during the 2000 Dot-Com Bubble at $1.72 trillion and $1.54 trillion,… pic.twitter.com/1M1ldKLBTr

— The Kobeissi Letter (@KobeissiLetter) June 25, 2026

JPM: RETAIL DELEVERAGING COULD HIT TECH STOCKS

JPMorgan warns that retail investors are reducing leverage in options and margin accounts after reaching extreme levels. Similar peaks in 2018 and 2021 were followed by multi-month tech stock corrections. While corporate and…

— *Walter Bloomberg (@DeItaone) June 25, 2026

https://twitter.com/C_Barraud/status/2070124915328454757

75% Of US GDP Growth In The First Quarter Was Due To AI https://t.co/o7nt8rNzg9

— zerohedge (@zerohedge) June 25, 2026

One Columbia economist estimates that spending on the AI build-out through 2032 could come to about $8 trillion – nearly five times the market value of the entire New York City property market. https://t.co/LBkIpxhcko pic.twitter.com/QfzmCMYvF4

— Lisa Abramowicz (@lisaabramowicz1) June 25, 2026

New orders for durable goods fell 4.5% M/M in May (largest monthly decline in 11 months) while new orders ex-transportation were up 1.3% M/M: pic.twitter.com/cZxlVDg3Gi

— E.J. Antoni, Ph.D. (@RealEJAntoni) June 25, 2026

Weekly Unemployment Claims – 6/25/26
Initial claims edge lower remaining subdued, although 4-week average highest since Dec, while 4-week avg of continuing claims remains down most y/y since Dec '22.https://t.co/I1q0UyKCKt https://t.co/advnUyZQwj pic.twitter.com/FEzM8SMwU5

— Neil Sethi NEW account, please refollow (@neilsethinew) June 25, 2026

https://twitter.com/MikeZaccardi/status/2070208151509516628

Fed’s Williams: Policy Stance Well Positioned To Restore Inflation To 2% – WSJhttps://t.co/X4WS25yzYp

— LiveSquawk (@LiveSquawk) June 25, 2026

Federal Reserve Bank of Chicago President Austan Goolsbee said he saw hopeful signs in the latest inflation report, but warned that price pressures overall remain too high. https://t.co/c9Vc4fZwqI

— Bloomberg (@business) June 25, 2026

https://twitter.com/WhaleFactor/status/2070168948629279063

President Donald Trump had a surprise for the farmers he invited for dinner at the White House later Thursday: a request to Congress for $11.1 billion in assistance that would amount to the second bailout of the year for the agriculture sector https://t.co/Lh6iT9H64c

— Bloomberg (@business) June 25, 2026

New York City’s Rent Guidelines Board voted to freeze rents for roughly one million stabilized apartments, handing Mayor Zohran Mamdani a major political victory and delivering on a central promise that launched him to City Hall https://t.co/jPeG3nyu2g

— Bloomberg (@business) June 25, 2026

India-US trade deal enters crucial phase as Section 301 and tariff deadline loom large https://t.co/PYNeiup5AJ

— The Right News, Right Now. (@BradPorcellato) June 25, 2026

Donald Trump is expected to take his first trip on the new US presidential plane gifted by the Qatari government when he travels to an event in North Dakota on July 1, according to White House officials https://t.co/8SK1v2NhPt

— Bloomberg (@business) June 26, 2026

Under pressure from Trump, Republican-led Senate reverses course on resolution to end war in Iran – The Washington Post-
Sooooo some Republicans found their scrotum then handed it back to Trump for him to shred? Have I got that right? https://t.co/5bMutLcecS

— Betty Geller (@BettyGeller9) June 25, 2026

Hormuz tanker traffic climbs to 25% of prewar level https://t.co/hAMWAFmOsw

— Nikkei Asia (@NikkeiAsia) June 25, 2026

The Trump administration may not escape the clutches of its war with Iran just yet. Iran reportedly struck a cargo ship in the Strait of Hormuz on Thursday. https://t.co/jErEytHV8g

— Bloomberg (@business) June 25, 2026

Israel-Lebanon talks in Washington extended to fourth day amid deadlock on Hezbollah cease-fire, IDF withdrawal https://t.co/QqdYpOM1zM

— The Right News, Right Now. (@BradPorcellato) June 26, 2026

Emerging-market stocks were dragged lower by a global tech selloff that hammered South Korean equities and triggered a 20-minute trading halt https://t.co/fV2oA7yEaq

— Bloomberg (@business) June 26, 2026

https://twitter.com/C_Barraud/status/2070414883280105678

The Hong Kong dollar is heading toward the weak end of its fixed trading range as multi-year low volatility and cheap borrowing costs make it easier for traders to short the currency against the greenback https://t.co/2a5XXEwKE5

— Bloomberg (@business) June 25, 2026

https://twitter.com/C_Barraud/status/2070376699078873161

The world’s top crude oil importer is set to take even fewer barrels this month, extending its exceptionally subdued appetite since the start of the Iran war https://t.co/1qyLkGLKld

— Bloomberg (@business) June 26, 2026

Japan banks hesitate to buy JGBs as BOJ steps back https://t.co/4kOTykAG2m

— Nikkei Asia (@NikkeiAsia) June 25, 2026

China’s central bank is expected to price its inaugural overnight reverse repo operation slightly below the seven-day rate when it debuts the tool on Monday https://t.co/JZ8Wyyq2Wz

— Bloomberg (@business) June 26, 2026

Prime Minister Sanae Takaichi unveiled a long-term vision for Japan’s economic development featuring massive investment in AI and semiconductors https://t.co/5Ool0T5KwL

— Bloomberg (@business) June 24, 2026

China state refiners considering resuming Iran oil imports, sources say https://t.co/obIcZr3ILl https://t.co/obIcZr3ILl

— Reuters (@Reuters) June 25, 2026

US defense spending demand leaves Asian allies in limbo https://t.co/MZAMO7UJC0

— Nikkei Asia (@NikkeiAsia) June 25, 2026

https://twitter.com/C_Barraud/status/2070417756307005644

Returns on UK government bonds are the highest in three months as tumbling oil prices offset investor concerns about unpredictable politics https://t.co/zSi1aEpbUP

— Bloomberg (@business) June 25, 2026

https://twitter.com/C_Barraud/status/2070118582281699648

Chinese cars have just crossed a symbolic threshold in Europe as for the first time, they accounted for more than one in ten new car purchases last month

This figure matters much more than it may seem because it points to a deeper shift in the balance of power… pic.twitter.com/LyRSL8cXvf

— Christophe Barraud (@C_Barraud) June 26, 2026

https://twitter.com/C_Barraud/status/2070417555987001465

At least 150 mn people in Europe face temperatures above 35C Friday: AFP analysis

— Christophe Barraud (@C_Barraud) June 26, 2026

A sharp drop in oil prices amid progress in Middle-East peace talks has prompted some economists to scale back expectations for ECB interest-rate increases https://t.co/CMbYopdtoM

— Bloomberg (@business) June 25, 2026

ECB's Schnabel sees more tightening even after Iran ceasefire https://t.co/2Aj3nyclOl https://t.co/2Aj3nyclOl

— Reuters (@Reuters) June 25, 2026

Bank of England to keep steady all year amid ‘second-round’ worries https://t.co/k4H4uPa3aF

— FT Economics (@fteconomics) June 25, 2026

Andy Burnham 'plotting wealth tax raid on shares and second homes' as Labour MPs panic over incoming PM's Left-wing drive to hammer the South https://t.co/fS7Mal9C2r

— Daily Mail (@DailyMail) June 25, 2026

https://twitter.com/MarioNawfal/status/2070201355223126017

Rachel Reeves appeared to concede that Andy Burnham won’t keep her on as Chancellor of the Exchequer, while insisting she has a long and close relationship with him https://t.co/s9xyx3pBWa

— Bloomberg (@business) June 25, 2026

Germany’s industry needs to catch up with ambitions for a military buildup, a senior defense official said https://t.co/ZaqMIZB2qO

— Bloomberg (@business) June 25, 2026

NATO's Rutte says billions in new defense contracts will be announced at summit https://t.co/BbKFsEJfiy https://t.co/BbKFsEJfiy

— Reuters (@Reuters) June 26, 2026

https://twitter.com/C_Barraud/status/2068622395980603661

Christophe Barraud, le prévisionniste le plus écouté de la macroéconomie

Par @philippinerbt https://t.co/ErJqAkVQDQ

— Le Point (@LePoint) June 24, 2026

BofA Desk Warns Nasdaq Crossing "Bubble Threshold", Recommends Trade To Hedge Unwind https://t.co/yXJoCozGTF

— zerohedge (@zerohedge) June 25, 2026

https://twitter.com/MikeZaccardi/status/2069748875942920261

https://twitter.com/C_Barraud/status/2070025319143113080

Micron Soars After Reporting Blowout Earnings, Boosts Guidance https://t.co/U2pJhUhptv

— zerohedge (@zerohedge) June 24, 2026

https://twitter.com/C_Barraud/status/2070048408228741397

https://twitter.com/C_Barraud/status/2070026745713983992

WSJ: The Data-Center Boom Is Sparking a Third Wave of Inflationhttps://t.co/CZIjxnvNu3

— zerohedge (@zerohedge) June 25, 2026

Sales of new homes in the US fell again in May as heavy discounts failed to offset high mortgage rates https://t.co/P3lipXmTmQ

— Bloomberg (@business) June 24, 2026

https://twitter.com/C_Barraud/status/2070035198960345300

https://twitter.com/C_Barraud/status/2070025524714303683

Bessent applauds reduction in Fed guidance, says 'dot plot' should be abandoned – Reutershttps://t.co/VKTWhSAGpN

— Christophe Barraud (@C_Barraud) June 25, 2026

Trump Asks Congress For $88B For War With Iran And Other Programs – NYThttps://t.co/0dUHWGBfr1

— LiveSquawk (@LiveSquawk) June 24, 2026

The US is expected to spend more than $560 billion on prescription medications in 2026, up 8.2% from last year as drugs for obesity and diabetes grow increasingly popular https://t.co/FhSpmK1biK

— Bloomberg (@business) June 24, 2026

Qualcomm to design China-specific data center chip in line with US export curbs https://t.co/UhGCBf6hw8

— Nikkei Asia (@NikkeiAsia) June 24, 2026

Trump Demands ‘Loyalty’ From NATO Allies And Slams Lack Of Support In Iran War – FThttps://t.co/EnujLiiC9N

— LiveSquawk (@LiveSquawk) June 24, 2026

US State Secretary Marco Rubio says that the US hopes that talks with Iran will lead to a positive outcome

Rubio says if Iran chooses a different path then this will not lead to a positive outcome

US wants a deal, but it doesn’t want a deal at any price, Rubio says… pic.twitter.com/YH2zLMatcf

— Al Arabiya English (@AlArabiya_Eng) June 25, 2026

https://twitter.com/MarioNawfal/status/2069849291812683842

US down to 1 Pacific aircraft carrier for last 22 weeks https://t.co/PotQM0KFSP

— Nikkei Asia (@NikkeiAsia) June 24, 2026

President Trump said tolls on ships sailing in the Strait of Hormuz would be a red line issue for the US in negotiations with Iran https://t.co/LbIVStfXfc

— Bloomberg (@business) June 24, 2026

#Japan share buybacks soar past $100bn, driven by Sony, Hitachi – Nikkei Asiahttps://t.co/yJaQZNOjHl

— Christophe Barraud (@C_Barraud) June 25, 2026

SK Hynix's push for a US listing is spurring talk of another prize for shareholders: a potentially higher market value that may narrow its gap with rival Micron https://t.co/kVhQ1jAKlZ

— Bloomberg (@business) June 25, 2026

SK Hynix jumps 15% on Nasdaq ADR listing plan https://t.co/SeEqlJ3eFa

— Nikkei Asia (@NikkeiAsia) June 25, 2026

Australia Employment Change May: 40.3K (est 32.5K; prev –18.6K)

– Unemployment Rate: 4.4% (est 4.4%; prev 4.5%)  
– Full Time Employment Change: 5.2K (prev –10.7K)
– Part Time Employment Change: 35.2K (prev –7.9K)  
– Participation Rate: 66.7% (est 66.7%; prev 66.7%)

— LiveSquawk (@LiveSquawk) June 25, 2026

Japan Coincident Index Apr F:  118.1(prev 117.9)

– Leading Index CI: 116.1 (prev 115.9)

— LiveSquawk (@LiveSquawk) June 25, 2026

China's Refiners Slash Runs To Lowest Since 2017, As Asia Refiners Slow Purchases Of Mid-East Oil https://t.co/gMMkQYPuc0

— zerohedge (@zerohedge) June 25, 2026

https://twitter.com/C_Barraud/status/2070047382088102351

The Bank of Japan needs to raise interest rates every few months and should quicken the pace in the face of rising inflationary pressures, board member Naoki Tamura said https://t.co/lKTNC3uas1

— Bloomberg (@business) June 25, 2026

Japan Govt Will Urge BoJ To Support Private Demand, Draft Blueprint Shows – RTRShttps://t.co/jIYZw2aBuw

— LiveSquawk (@LiveSquawk) June 25, 2026

https://twitter.com/C_Barraud/status/2070011645963682251

https://twitter.com/C_Barraud/status/2069732999789195542

China's premier rejects claims that state subsidies are driving tech rise https://t.co/NICFEbW1Sv

— Nikkei Asia (@NikkeiAsia) June 24, 2026

Brent #Oil Erases Wartime Gains as Hormuz Reopening Boosts Supply – Bloomberghttps://t.co/dYv2ClKHCs pic.twitter.com/KlNSiTulga

— Christophe Barraud (@C_Barraud) June 25, 2026

Finland jobless rate hits the highest level since 2000 on private-sector weakness https://t.co/8aNzxOAKyx via @KirsiHeikel pic.twitter.com/hPCOerNlPw

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

Spain PPI (M/M) May: 1.0% (prev 1.7%; prev R 2.0%)
– PPI (Y/Y): 10.5% (prev 8.3%; prev R 8.5%)

— LiveSquawk (@LiveSquawk) June 25, 2026

Spain GDP (Q/Q) Q1 F: 0.6% (est 0.6%; prev 0.6%)
– GDP (Y/Y): 2.7% (est 2.7%; prev 2.7%)

— LiveSquawk (@LiveSquawk) June 25, 2026

France Consumer Confidence May: 84 (est 83; prev 82)

— LiveSquawk (@LiveSquawk) June 25, 2026

Europe heat wave strains power supply, sends prices soaring https://t.co/1bS5xRgD7M via @FrancoisDeBeaup pic.twitter.com/U85NJ7sKxp

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

ECB’s Zigman says price stability is key, cheaper oil will help https://t.co/1zfpzBC0Ag via @jaskuzmanovic pic.twitter.com/6AVZ6THSyw

— Zoe Schneeweiss (@ZSchneeweiss) June 25, 2026

ECB’s Schnabel sees need for further hiking to meet 2% target https://t.co/UPDWNvGbce pic.twitter.com/gmJ2hco3f6

— Zoe Schneeweiss (@ZSchneeweiss) June 25, 2026

Merz says German pension package to be approved by year-end https://t.co/RgRiaqnZvI via @mcnienaber pic.twitter.com/9p4ORHuoWZ

— Zoe Schneeweiss (@ZSchneeweiss) June 25, 2026

EU proposes tax simplification measures in a bid to boost business https://t.co/zsWCUKnJ4v pic.twitter.com/kn7L6ornLb

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

Burnham to seek ‘flexibility’ in UK fiscal rules, ally says https://t.co/bfY5pOQazB via @Joe_Mayes @ChaplainChloe pic.twitter.com/j9pkiuEN8J

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

EU gives US trade deal final approval ahead of Trump deadline https://t.co/KUF63tJJNJ via @europressos pic.twitter.com/8kDl4HOotr

— Zoe Schneeweiss (@ZSchneeweiss) June 25, 2026

Swiss president will meet US trade chief Greer amid tariff spat https://t.co/zsUE4WA1re via @bbenrath pic.twitter.com/oXw4HK4v7A

— Zoe Schneeweiss (@ZSchneeweiss) June 25, 2026

Denmark expects US talks on Greenland to yield a deal by year-end https://t.co/Ba4R4I16aK via @sanne_wass pic.twitter.com/tDyEuRvZGz

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

https://twitter.com/C_Barraud/status/2068622395980603661

Hedge funds have seen a turnaround in their activity with 20-day net buying of global equities over two standard deviations over the 5-year average. pic.twitter.com/iSllcd3dus

— Neil Sethi NEW account, please refollow (@neilsethinew) June 22, 2026

FedEx Corp. posted quarterly earnings that topped Wall Street expectations and said profit would grow this year, a boost for the courier’s effort to simplify its business. https://t.co/aA23pbe4Sn

— Bloomberg (@business) June 23, 2026

Cerebras, the newly public chipmaker competing with Nvidia in AI components, issued an annual sales forecast that disappointed investors hoping for faster market gains https://t.co/HPRk4Vnwjv

— Bloomberg (@business) June 23, 2026

The Next Commodity Supercycle Has Already Started https://t.co/zC0jWkyMFv

— zerohedge (@zerohedge) June 23, 2026

I find this table to be absolutely wild. If the free cash flow is to come in 2029, or 2030, or whenever, who the heck can forecast such a distant future? pic.twitter.com/qVpKe5nGGQ

— Jeff Weniger (@JeffWeniger) June 23, 2026

Nvidia's Vera Rubin Rack Will Cost $7.8MM: Here's What's In Ithttps://t.co/1dM8s88dbI

— zerohedge (@zerohedge) June 23, 2026

https://twitter.com/MikeZaccardi/status/2069367614401401066

Nobody is positioned for "slightly less" AI spending.
Yet that may be the single most important risk in markets today.https://t.co/w7zRJ6mGXK

— The Market Ear (@themarketear) June 23, 2026

Hyperscaler free cash flow is expected to fall to nearly zero in 2026 but then surge to $700 billion in 2030 despite $1 trillion in ongoing capital spending. Sure! pic.twitter.com/3nx6svqYn1

— Peter Berezin (@PeterBerezinBCA) June 17, 2026

Investors are worried that tech companies are bumping up against what they can charge customers to use their most advanced large language models, reducing potential profits. Hyperscaler stocks have directly tracked token prices of late, via @DRBCurtis @BloombergTV pic.twitter.com/d4y65C5EuQ

— Lisa Abramowicz (@lisaabramowicz1) June 23, 2026

https://twitter.com/C_Barraud/status/2069343064695464131

https://twitter.com/C_Barraud/status/2069341292715217249

https://twitter.com/C_Barraud/status/2069642737171763315

AI Is Reviving The Bond Market's Volatility Machine https://t.co/sxAlg8TRgJ

— zerohedge (@zerohedge) June 23, 2026

A $7 billion private credit fund run by Morgan Stanley is capping investor withdrawals at 5%, allowing less than half of the redemptions shareholders requested in the second quarter. https://t.co/WNGfAKerY5

— Bloomberg (@business) June 23, 2026

Private Credit redemptions requests keep rising and BDC gates persist: Apollo was latest pic.twitter.com/eoDuGBCZgH

— zerohedge (@zerohedge) June 23, 2026

US business activity expanded at the fastest pace in five months, bolstered by a surge in demand for manufactured goods. https://t.co/DKpDYGi2d5

— Bloomberg (@business) June 23, 2026

President Donald Trump touted his protectionist trade agenda to voters in the battleground state of Pennsylvania, turning his attention to the US economy following an interim deal to end the war with Iran. https://t.co/NgT5bHE0hl

— Bloomberg (@business) June 23, 2026

https://twitter.com/MikeZaccardi/status/2069507779149086961

https://twitter.com/MikeZaccardi/status/2069526158345953497

Treasury Secretary Scott Bessent signaled confidence in newly installed Federal Reserve Chairman Kevin Warsh during remarks Tuesday, and predicted that inflation will retreat as the Iran conflict subsides https://t.co/ogCK8naDQo

— Bloomberg (@business) June 24, 2026

Ten tensions in the Kevin Warsh Fed https://t.co/VgTPf02pry

— Financial Times (@FT) June 23, 2026

Atlanta Fed pick emerges as key opportunity for Warsh to reshape the central bank https://t.co/uG9JnXuZBC

— The Right News, Right Now. (@BradPorcellato) June 23, 2026

US announces $17.5 billion in loans for nuclear power supply chainhttps://t.co/lMQjUvhOP0

— Economic Times (@EconomicTimes) June 24, 2026

https://twitter.com/C_Barraud/status/2069647535220662373

Unitree was recently designated as a Chinese military company and its products are a threat to our national security, yet here is @Amazon selling a Unitree robot in America.

We need Chairman @RepMoolenaar’s GUARD Act to stop this threat and support American robotics. pic.twitter.com/lKt6PBHZcV

— Select Committee on China (@ChinaSelect) June 22, 2026

Treasury Secretary Bessent said US economic statecraft policies will be guided in part by ensuring the nation addresses vulnerabilities to any adversary being able to curtail vital supplies https://t.co/ztjSxeicDC

— Bloomberg (@business) June 23, 2026

Trump agrees to allow Iran to access $6bn of frozen funds to buy US goods https://t.co/TiHGvCTlF0

— Financial Times (@FT) June 23, 2026

Trump insists Iran has agreed to nuclear inspections https://t.co/jygHYjlI3F https://t.co/jygHYjlI3F

— Reuters (@Reuters) June 23, 2026

APNewsAlert: TOKYO (@AP) — Head of UN nuclear watchdog, asked when #Iran nuclear sites will be inspected, says: 'This is going to happen.'

— Jon Gambrell | جون (@jongambrellAP) June 24, 2026

https://twitter.com/C_Barraud/status/2069698904807833644

US Defence Groups To Meet Trump As Missile Production Struggles – FThttps://t.co/CgDyyncMJg

— LiveSquawk (@LiveSquawk) June 24, 2026

South Korean stocks rebound from a 10% rout, with investors refocusing on chipmakers’ earnings after what many saw as a selloff driven by technicals https://t.co/yNB8OAAHJk

— Bloomberg (@business) June 24, 2026

Chinese AI model maker Zhipu is considering a share sale to raise several billion US dollars in Hong Kong, people familiar with the matter say, after soaring 2,000% since its listing in January https://t.co/3GBRNiPqbh

— Bloomberg (@business) June 24, 2026

https://twitter.com/C_Barraud/status/2069654307767525754

Interesting look at SK hynix.
DRAM / HBM / NAND Trends. pic.twitter.com/bji9KvoNTS

— Aurelion Research (@AurelionRsch) June 24, 2026

Australia’s core inflation remained above the top of the Reserve Bank’s target in May, reinforcing expectations policymakers will maintain a hawkish stance on interest rates https://t.co/rhKNYfl7fL

— Bloomberg (@business) June 24, 2026

Japan's services producer prices rose 3.3% year-on-year in May, underscoring persistent inflationary pressures and reinforcing market expectations that the Bank of Japan could continue raising interest rates. https://t.co/MyGkz6SshQ

— BusinessToday Malaysia (@BusinessTodayM1) June 24, 2026

https://twitter.com/C_Barraud/status/2069424910141632817

The Bank of Japan signaled the need for further increases to the benchmark interest rate in a summary of opinions from a last week’s board meeting, when authorities raised the policy rate to the highest since 1995 https://t.co/nVOoc3CkaJ

— Bloomberg (@business) June 24, 2026

China may still cut rates this year, though besides looser policy the economy requires more targeted support for technological innovation and improving people’s livelihoods, according to an adviser to the central bank. https://t.co/hzlYGScdhb

— Bloomberg (@business) June 24, 2026

South Korea’s central bank reinforced its hawkish shift, saying higher interest rates will be needed at an appropriate time as rising home prices, household debt and leveraged investment threaten to stoke financial imbalances https://t.co/u1R2GzPvRo

— Bloomberg (@business) June 24, 2026

Xi pressures Takaichi by throttling key China mineral exports to Japan https://t.co/D6uEsFp15W

— The Straits Times (@straits_times) June 24, 2026

China plans postwar aid for Iran, with eye on energy supply https://t.co/xauVXth9sE

— Nikkei Asia (@NikkeiAsia) June 23, 2026

South Korea to accept North Korean POWs in Ukraine if they desire: ministry https://t.co/OuT4RGCyVP

— Nikkei Asia (@NikkeiAsia) June 23, 2026

Euro sinks to one-year low as falling oil prices ease pressure on ECB https://t.co/NdUcComlgZ via @ft

— LiveSquawk (@LiveSquawk) June 24, 2026

The euro fell to its lowest level since August after weak economic data and dovish comments from ECB President Christine Lagarde https://t.co/fHMvxJpMlD

— Bloomberg (@business) June 23, 2026

Germany IFO Business Climate Jun: 85.6 (est 85.5; prev 84.9)
– Current Assessment: 87.0 (est 86.3; prev 86.1)
– Expectations: 84.1 (est 84.8; prev 83.8)

— LiveSquawk (@LiveSquawk) June 24, 2026

German business outlook improves a bit as uncertainty wanes https://t.co/el1k3BrlZx via @NickHeubeck pic.twitter.com/VHbr4Fgx9h

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

Europe car sales growth slows as inflation pressures mount https://t.co/xQCC0mX1jT pic.twitter.com/lUnrPQiMjm

— Zoe Schneeweiss (@ZSchneeweiss) June 23, 2026

https://twitter.com/C_Barraud/status/2069331436151169127

France records hottest day ever as European heat wave deepens https://t.co/KJzQluzh6C via @joewertz @nayrazz pic.twitter.com/3GcUG4ea7f

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

European Central Bank Governing Council member Jose Luis Escrivá said high oil prices are feeding through to other parts of the economy https://t.co/IzwtRxcAiq

— Bloomberg (@business) June 23, 2026

European Central Bank officials are facing the risk that inflation will hover above their goal “for quite some time,” according to Chief Economist Philip Lane https://t.co/OWFaVbbDDV

— Bloomberg (@business) June 23, 2026

ECB's Kazimir: next steps will depend on data but direction is clear https://t.co/k6wv1syd5q https://t.co/k6wv1syd5q

— Reuters Politics (@ReutersPolitics) June 23, 2026

The ECB's decision to raise interest rates was “robust” considering inflation will stay higher for longer, according to Vice President Boris Vujcic https://t.co/pLDbpfuiBv

— Bloomberg (@business) June 23, 2026

Bank of England official Alan Taylor says policymakers need to be ready to act with interest-rate cuts should a benign scenario on inflation play out https://t.co/vvxG3Bqka0

— Bloomberg (@business) June 23, 2026

EU rides out budget rules spat without spooking markets or ratings https://t.co/dnF7ylxiJF via @CraigStirling @KirsiHeikel @Alemrome pic.twitter.com/K0GCLVcxn6

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

German funds industry backs Merz’s €30 billion pension overhaul https://t.co/yD3Iv0a2Ru via @StevenArons pic.twitter.com/TNfTEhFqAK

— Zoe Schneeweiss (@ZSchneeweiss) June 23, 2026

EU allies join US pact to break reliance on Chinese AI supply chains https://t.co/IqzhjXNU5u

— Financial Times (@FT) June 23, 2026

Germany sticks to plan for cuts in drug prices despite US probe https://t.co/Tu4EPuGhuU via @naomikresge pic.twitter.com/JGs1evMn6a

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

Italy seeks to mend ties with the US after Trump-Meloni blowout https://t.co/6nF4GilI2j via @donatopmancini pic.twitter.com/BB19kiUWnQ

— Zoe Schneeweiss (@ZSchneeweiss) June 24, 2026

Sanchez holds firm as Spanish graft cases reach his family https://t.co/z0PcOQFRHO via @basteiro pic.twitter.com/lRp7ERf1zv

— Zoe Schneeweiss (@ZSchneeweiss) June 23, 2026

https://twitter.com/C_Barraud/status/2068622395980603661

Stunning data from GS on Positioning (via BBG):

– Semiconductors on pace for the most bought global sub-sector for a second straight year, with allocations at record highs.
– Tech megacap exposure is at a one-year low, even as overall US tech positioning pushes toward five-year… pic.twitter.com/68HOjnlhFa

— Macro Charts (@MacroCharts) June 22, 2026

On the pension rebalance expected this week into next, Rubner notes:

Many pension funds place significant emphasis on quarterly rebalancing. The top 100 US pension funds are currently 110% funded, their highest funding level since 2001.

As a result, we expect many plans to… https://t.co/RZ6FrHjfxN pic.twitter.com/TNJZKSMfj7

— Neil Sethi NEW account, please refollow (@neilsethinew) June 22, 2026

SpaceX Falls for Third Day, Erases $600 Billion In Market Value https://t.co/T2j80G2sN8

— The Right News, Right Now. (@BradPorcellato) June 22, 2026

Nvidia's stock struggles as Kalshi traders bet chip prices are coming down https://t.co/XBv5bDdjNb

— The Right News, Right Now. (@BradPorcellato) June 22, 2026

Biggest drop in GOOGL since May 2025. One reason why: Google DeepMind data scientist and Nobel Prize winner John Jumper is leaving to join Anthropic, he said Friday. In a post on X, he said he would begin working at Anthropic "after taking some time to recharge." pic.twitter.com/1ZYFxRYXF1

— zerohedge (@zerohedge) June 22, 2026

https://twitter.com/C_Barraud/status/2069275226500645310

https://twitter.com/MikeZaccardi/status/2069039999278887247

Goldman: The agreement between the US and Iran has reduced the downside risks to our economic outlook.
…
The agreement has led us to cut our 12-month US recession risk estimate further from 25% to the long-term norm of 15%. (This is below our 20% estimate on the eve of the war… pic.twitter.com/gBh1FT3Y3j

— Neil Sethi NEW account, please refollow (@neilsethinew) June 22, 2026

https://twitter.com/Hedgeye/status/2069045195711123731

Canada’s inflation hits 29-month high amid heightened oil prices https://t.co/B7XqnuZTup

— The Right News, Right Now. (@BradPorcellato) June 22, 2026

https://twitter.com/C_Barraud/status/2069278395603550572

Federal Reserve Bank of Chicago President Austan Goolsbee said he remains concerned about inflation and questioned whether all the factors driving prices up are temporary. https://t.co/5NlWRvGCgR

— Bloomberg (@business) June 22, 2026

BoA goes from no change in Fed policy this year to three hikes:

We now expect three 25bp Fed hikes this year, in September, October, and December. This would take the policy rate to 4.25-4.5%.

We think the Fed will stay on hold next year. Inflation is likely to remain sticky,… pic.twitter.com/sbtQuawK5G

— Neil Sethi NEW account, please refollow (@neilsethinew) June 22, 2026

Warsh Credibility As A New Vol Suppressant? https://t.co/sCP3ng96cu

— zerohedge (@zerohedge) June 22, 2026

President Trump signed two executive orders on Monday for the U.S. to double down on quantum computing and leadership. Here's what to know. pic.twitter.com/aUotB1N0la

— Yahoo Finance (@YahooFinance) June 22, 2026

Trump is rolling out new tools with the same protectionist goals after the Supreme Court ruled his sweeping global tariffs to be illegal. Here’s a breakdown of prospective winners and losers for the next phase of tariffs https://t.co/i5WyeGK4cI

— Bloomberg (@business) June 22, 2026

The Supreme Court is about to decide four cases defining Trump’s power. Among them: decisions on immigration and the power to fire government officials. https://t.co/7hU3EmMVIF

— The Wall Street Journal (@WSJ) June 22, 2026

The 60-day reprieve of US sanctions on Iranian oil, under an interim peace deal, has reopened the US market to the Middle Eastern country’s crude for the first time in 35 years https://t.co/t6HPR9sPcG

— Bloomberg (@business) June 22, 2026

Vance said talks with Iran over the weekend were “very, very good,” as Washington and Tehran try to reach a peace deal within two months https://t.co/TKM9F33S8L

— Bloomberg (@business) June 22, 2026

High-level talks between Iran and the U.S. result in “a lot of good progress,” Vice President JD Vance says as he leaves Switzerland after the two sides agree on a road map toward reaching a final deal to end the war within 60 days. https://t.co/iSGSkUDzbV

— NBC News (@NBCNews) June 22, 2026

https://twitter.com/BarakRavid/status/2069175688146362556

Trump Expected To Meet With Defense Contractors Wednesday Amid Iran Peace Talks – @CBSNews https://t.co/Eb52Lnoyy1

— LiveSquawk (@LiveSquawk) June 22, 2026

Record leveraged ETFs, record options and record margin debt: Korea’s margin loans reached a record $26BN. Korea’s daily forced liquidation ratios rose to 4–5% of brokerage receivables during recent drawdowns https://t.co/6JgmwHhTQc pic.twitter.com/YZT00gpM3w

— zerohedge (@zerohedge) June 22, 2026

Japan S&P Global PMI Composite Jun P: 52.5 (prev 51.1)

– PMI Manufacturing: 54.9 (prev 54.5)
– PMI Services: 51.8 (prev 50.0)

— LiveSquawk (@LiveSquawk) June 23, 2026

https://twitter.com/C_Barraud/status/2069286634030268462

Yen Intervention Risk Rises On Reports Of Katayama-Bessent Talks – BBGhttps://t.co/LRgK3R3pgu

— LiveSquawk (@LiveSquawk) June 23, 2026

Japan’s Katayama Held Talks with US Treasury’s Bessent on Financial Markets https://t.co/8xT8TxGF2b pic.twitter.com/bVNld8rEUm

— The Japan News (@The_Japan_News) June 23, 2026

China is taking another step in its longstanding push to build a more global currency, bringing its domestic and offshore yuan markets a little closer together https://t.co/h12XnGFS3C

— Bloomberg (@business) June 23, 2026

https://twitter.com/C_Barraud/status/2069300547388117188

Indonesia unveils $1.48bn stimulus to fight energy crisis, currency slump

Indonesia announced a 26.34 trillion rupiah ($1.48 billion) economic stimulus package for the second half of 2026. Measures include 0% import tariffs on LPG and plastic raw materials, transport subsidies,…

— PiQ (@PiQSuite) June 22, 2026

https://twitter.com/C_Barraud/status/2069307220366381482

https://twitter.com/FalconUpdatesHQ/status/2069270922549465473

Ukraine, Japan eye reconstruction fund with help from Hitachi, Toshiba https://t.co/7Suwk8WXd8

— Nikkei Asia (@NikkeiAsia) June 22, 2026

Bond traders plot impact of the next UK chancellor with Starmer out https://t.co/Pu1y31Ygxj pic.twitter.com/FDXXUR7Hzf

— Zoe Schneeweiss (@ZSchneeweiss) June 22, 2026

The pound traded near this year’s low on expectations Keir Starmer will set out a timetable for his departure as UK prime minister in coming days https://t.co/0EchbVqTzU

— Bloomberg (@business) June 22, 2026

Brexit Has Cost the UK Growth, Analysts Say, in the Decade Since the Vote https://t.co/rPVYShuOUj

— The Right News, Right Now. (@BradPorcellato) June 23, 2026

Greeks get priced out of summer even after the economic recovery https://t.co/6HmjSY7dcF via @NikasSotiris pic.twitter.com/3WJJFgQJ9a

— Zoe Schneeweiss (@ZSchneeweiss) June 23, 2026

Europe is becoming a little too addicted to American gas: @JavierBlas https://t.co/gWoVNtLf17 via @opinion pic.twitter.com/flpFm1iVAn

— Zoe Schneeweiss (@ZSchneeweiss) June 23, 2026

Any G7 talks on currency valuations need to include China, according to ECB President Christine Lagarde https://t.co/qAxp6t5ZQ4 via @europressos pic.twitter.com/GngXCPKnNT

— Zoe Schneeweiss (@ZSchneeweiss) June 23, 2026

Escrivá says the ECB must be vigilant on oil price impact on wages https://t.co/0Fid58nAre via @Thomgua pic.twitter.com/mW2TB76Nbp

— Zoe Schneeweiss (@ZSchneeweiss) June 22, 2026

Push for euro dominance meets greenback power https://t.co/B2kF168yh1 via @suzannelynch1 pic.twitter.com/W2RvvP0AE1

— Zoe Schneeweiss (@ZSchneeweiss) June 22, 2026

Starmer leaves No. 10 without ever managing to explain what he stood for https://t.co/9R672vAw8m via @ChaplainChloe @is_fink @PhilAldrick pic.twitter.com/Vu0681YZyB

— Zoe Schneeweiss (@ZSchneeweiss) June 23, 2026

Andy Burnham looks likely to become the UK’s next prime minister after Keir Starmer announced his resignation and potential rivals endorsed Parliament’s newest MP to succeed him https://t.co/mRE91FxB8h

— Bloomberg (@business) June 22, 2026

https://twitter.com/C_Barraud/status/2069277073416347998

The Trump-Meloni alliance looks over, costing the U.S. its best ally in Europe https://t.co/cKhAdloaLG

— The Globe and Mail (@globeandmail) June 22, 2026

https://twitter.com/C_Barraud/status/2068622395980603661

https://twitter.com/C_Barraud/status/2068263307518107898