⚠ Wednesday Brief ⚠ 🌎💰 🇺🇸 #Gold Surpasses US #Treasuries as Reserve Asset 🇮🇷 🇺🇸 Iran Still Reviewing the U.S Proposal 🇨🇳 🇭🇰 Chinese Investors Exit Hong Kong #Stocks ... https://t.co/fga1FfSIe8 #Gold #Treasuries #Stocks #US #IR #CN #HK
🌎*OECD PUBLISHES REVISED ECONOMIC FORECASTS - BBG *OECD SEES 2026 GLOBAL GROWTH AT 2.8% IN SHORT DISRUPTION CASE *OECD SEES 2026 GLOBAL GROWTH AT 2.1% IN LONG DISRUPTION CASE *OECD SEES 2027 GLOBAL GROWTH AT 3.1% IN SHORT DISRUPTION CASE *OECD SEES 2027 GLOBAL GROWTH AT 1.8% IN #OECD #EconomicForecast #GlobalGrowth #Nocountrycodesarementionedinthetweet.
🌎 *OECD Sees Central Banks Hiking By 50 to 75 Basis Points If Disruption Prolonged - WSJ *OECD Sees Possibility Central Banks May Suspend QT, Or Even Resume QE #CentralBanks #OECD #MonetaryPolicy #Nospecificcountrycodescanbeidentifiedinthetweet.
🌎💰🇺🇸 Gold surpasses US Treasuries as the world’s leading central bank reserve asset, according to a recent ECB report, signaling a shift that appears technical but has significant global implications ⬇ https://t.co/JhO95CfZui #Gold #CentralBank #GlobalEconomy #US #EU
🇨🇳 Traders Most Bullish on #Yuan in 15 Years, Options Pricing Shows - Bloomberg https://t.co/VbuS2spfc9 https://t.co/45LdYaFoaH #Yuan #Traders #Bullish #CN
🇺🇸 Goldman Sees August US Diesel Crunch as #Stocks Lowest Since 2003 – Bloomberg https://t.co/TEBCJdSEky #DieselShortage #GoldmanSachs #USStocks #US
🌏 Energy Shock and AI Boom Are Pushing Asia Toward More Rate Hikes – Bloomberg https://t.co/aMxlI15RAk https://t.co/dSYEDtGKgE #EnergyShock #AIBoom #RateHikes #AS
🇺🇸 Cliffwater Private Credit Fund Stung by 17% Redemption Requests - Bloomberg https://t.co/6fQKQOuYTF #PrivateCredit #RedemptionRequests #Investing #US
🇺🇸 Chipmakers Outperform Software #Stocks by Most on Record – Bloomberg https://t.co/y4ECik43Z3 https://t.co/GsAfY155zn #Chipmakers #Stocks #Bloomberg #US
🇨🇳#China Extends Outbound Investment Curbs to Individual Investors – Bloomberg https://t.co/l9hzMDXU6t #China #Investment #Economy #CN
🇨🇳 #China Services Activity Picks Up in May on Holiday Boost – Bloomberg https://t.co/ceub0GWL7V #China #Services #EconomicGrowth #CN
🇪🇺 Iran peace deal would not derail case for #ECB rate rise, says central banker - FT https://t.co/g6ucw6ogx8 #Iran #ECB #PeaceDeal #EU #IR
🇺🇸🌎 US Proposes Levies of at Least 10% as Trump Rebuilds Tariff Wall – Bloomberg https://t.co/GRSKgsBoWi #Tariffs #TradePolicy #Trump #US
🇨🇳🇭🇰 Chinese Investors Exit Hong Kong Stocks as AI Woos Money Onshore https://t.co/3H5dXeJC9a https://t.co/WXlz0pwDlc #HongKong #AIInvestments #ChineseInvestors #CN #HK
🌎 The share of gold in total official foreign reserves – comprising both foreign exchange and gold holdings – had increased to 27% at the end of 2025 ⚠- ECB Report *The share of gold now surpasses both that of the euro (15%) and US Treasuries (22%). *Link: https://t.co/F7N7RsBzif #GoldReserves #ECBReport #ForeignExchange #EU #US
🌎 Gold has just overtaken US Treasuries as the main reserve asset held by central banks according to the ECB - FT 🚨 📈 This is a very important signal as it is above all a story about trust, sovereignty, and the reshaping of the global monetary system. For decades, US https://t.co/bi8HcbiRdI #Gold #CentralBanks #MonetarySystem #US #EU
⚠ Tuesday Brief ⚠ 🇺🇸 🇮🇷 US–Iran: Talks Stall, Hormuz Risk Returns; 🇪🇺 #Eurozone Core CPI Rose More Than Expected 🇪🇺 EU May Ease Budget Rules Over Energy Costs ... https://t.co/hxfJKjoWHS #USIran #Eurozone #EnergyCosts #US #IR #EU
🇩🇪🇪🇺 Part of Eurozone views ⬇ "Although the German economy is expected to benefit from substantial fiscal stimulus beginning in 2026, the actual takeoff may prove far slower than policymakers hope. Germany has long struggled with sluggish implementation of large-scale public https://t.co/hoHeCoKJxD #Germany #Eurozone #Economy #DE #EU
🇪🇺 #Eurozone Inflation Surpasses 3% for First Time Since 2023 - Bloomberg https://t.co/U5cIUbmMwg https://t.co/H2GEbTxbuN #Eurozone #Inflation #Economy #EU
🇪🇺 #EUROZONE CPI (Y/Y) MAY P: 3.2% (EST 3.2%; PREV 3.0%) CPI CORE (Y/Y): 2.5% (EST 2.4%; PREV 2.2%) CPI (M/M): 0.1% (EST 0.1; PREV 1.0%) https://t.co/6StjJt3hnH #Eurozone #CPI #Inflation #EU
🇺🇸 The credit market now sees #Nvidia as almost as solid as the United States. 📈 This chart compares Nvidia’s 5-year CDS with that of the US and the message is quite striking as the cost of protection against a Nvidia default is now almost at the same level as protection https://t.co/otwM3gbrKh #Nvidia #CreditMarket #FinancialAnalysis #US
🇺🇸 The United States is now building almost as many “roads for AI” as physical roads. 💰 This chart is probably one of the most telling ones right now to understand what is really happening behind the AI frenzy. Construction spending on data centers in the US has now surpassed https://t.co/iMfCRJXihQ #AI #DataCenters #Infrastructure #US
🇨🇳 #China’s local governments issued almost 1.5 trillion yuan ($222 billion) in new special bonds in the first five months of this year, with a higher proportion of the proceeds going into construction projects, the Securities Daily reports, citing local debt data it compiled. #China #Bonds #Construction #CN
🇨🇳 #Housing sales in #China’s first-tier cities have been recovering in recent months, with second-hand home sales in Beijing rising 12% from a year earlier to hit 16,000 units in May, the highest for the month in the past five years, according to Shanghai Securities News, which #Housing #China #RealEstate #CN
🇺🇸 Walmart Caps Usage of an #AI Tool for Employees After High Demand - Bloomberg https://t.co/U9bPzNt5fO ⬇ https://t.co/LepzQcdicx #Walmart #AI #Employment #US
🇪🇺 EU Poised to Give Countries Budget Leeway to Cushion Energy Cost - Bloomberg https://t.co/65AaLJR7Nh #EU #EnergyCosts #BudgetSupport #EU
🇨🇳 #China’s #Yuan Rises to Highest Level Against Basket Since 2022 - Bloomberg https://t.co/YADW4H4Akb https://t.co/dHfu0XPfZV #Yuan #China #Finance #CN
🇺🇸 #Anthropic Pulls Ahead of OpenAI in High-Stakes Race for IPO Riches - Bloomberg https://t.co/3CGjYABZ0K #Anthropic #OpenAI #IPO #US
⚠ Monday Brief ⚠ 🇺🇸 🇮🇷 The Weekend Reduced Hope of a Quick U.S.-Iran Deal 🇨🇳 Chinese Data Signals Continued Slowdown 🇫🇷 #France To Cut Growth Forecasts ... https://t.co/0lzz5FTDxW #IranDeal #ChinaEconomy #FranceGrowth #USA #IR #CN #FR
🇫🇷 *BANK OF FRANCE TO CUT GROWTH FORECASTS, VILLEROY SAYS - BBG *VILLEROY: GROWTH FORECASTS TO REMAIN POSITIVE IN MOST SCENARIOS #BankofFrance #GrowthForecast #Villeroy #FR
🇨🇳 #China is rolling out a new round of SOE reforms centered on strategic restructuring and investment in emerging industries, Shanghai Securities News reported. ➡ Priorities include sharpening core businesses, advancing consolidation, improving governance and developing “new #China #SOEReforms #EmergingIndustries #CN
🌎 Stocks Hit Record on AI Rally, Oil Rises on Iran: Markets Wrap – Bloomberg https://t.co/PjoRT1jqQP https://t.co/S6ZDyjQumk #Stocks #AI #Markets #IR
🇺🇸 #AI Bubble Debate Gets Real as #Chip #Stocks Rally Turns Historic - Bloomberg https://t.co/UkPTNdiak4 https://t.co/tUUEARMKJ7 #AI #ChipStocks #Rally #US
🌎 A Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to Expect - Bloomberg https://t.co/tihIuQhlrY https://t.co/maxsdZUeAZ #ElNino #ClimateChange #Weather #Nospecificcountriesarementionedinthetweet.
🇰🇷 #SouthKorea’s Export Momentum Continues, Backing BOK’s Hawkish Case – Bloomberg https://t.co/cdps0VyVtg https://t.co/zbZHtAAAhr #SouthKorea #Exports #BOK #KR
🇺🇸 #WallStreet bulls bet US #stocks rally will defy bubble fears – FT https://t.co/kR6GURUBPy https://t.co/d8AIafB8dF #WallStreet #stocks #bulls #US
🇨🇳 #China’s Shoppers Are Buying Luxury Again as Stock Market Rebounds - Bloomberg https://t.co/p1oNOZwf3A https://t.co/eT7roKVILM #China #LuxuryShopping #StockMarket #CN
🇪🇺 #ECB’s Schnabel Sees Risk of Unanchored Inflation Views From War - Bloomberg https://t.co/I6Mvq0vJHH #ECB #Inflation #War #EU
🇨🇳 #China’s Private Factory Gauge Slows as Economy Softens - Bloomberg https://t.co/qjCkwf9JCW https://t.co/adxigvxhVA #China #Economy #Manufacturing #CN
🇨🇳 #China | Several high frequency indicators point to economic weakness including air traffic (Airportia data), which has been down YoY since April. https://t.co/3y3hZt9mQ3 #China #EconomicWeakness #AirTraffic #CN
🇺🇸 Wall St #WeekAhead Jobs report on tap for soaring US stocks as rate path, bond yields eyed as risks - Reuters https://t.co/rb5T6qjEmO #WallStreet #JobsReport #USEconomy #US
🇺🇸 More #Fed policymakers eye possible rate hike as inflation risks rise - Reuters https://t.co/calkRMpWCb #Fed #RateHike #Inflation #US
🇨🇳 #China Factory Activity Worsens in Warning Sign for Economy - Bloomberg https://t.co/FRPSidnJZf #China #Economy #FactoryActivity #CN
🌎🇺🇸 #Weekahead | US Jobs Report Set to Reveal Solid Growth, Steady Unemployment Rate - Bloomberg https://t.co/xUicVy4ey6 https://t.co/FXICDtsl2a #JobsReport #USEconomy #UnemploymentRate #US
🌎 Charting the Global Economy: Inflation Hits Incomes and Spending - Bloomberg https://t.co/9E4yNyRnjf https://t.co/5oIzmhW0iC #GlobalEconomy #Inflation #Spending #Thetweetdoesnotmentionanyspecificcountries.Therefore #therearenocountrycodestoreturn.
🇪🇺 Exclusive: #ECB’s Šimkus Backs June Hike, Sees Second Rate Move as “More Likely Than Not” - Econostream Media https://t.co/mXPQ5slMYE #ECB #RateHike #InterestRates #EU
🇯🇵 #Japan | #Tokyo Inflation Slowdown Unlikely to Derail #BOJ Rate Hike - Bloomberg https://t.co/vIaVXLYsZj https://t.co/Hr7qtM2uNu #Japan #Tokyo #BOJ #JP
