We know what’s coming and we are prepared.
🔥 Top Stories
• U.S.-Iran escalation widens — Fresh U.S. strikes hit Iranian military, ports, bridges and air defenses; Iran says it will retaliate, raising war-risk headlines and pushing oil higher
• Hormuz disruption risk spikes — Shipping through the Strait of Hormuz nearly halted; Gulf states issued alerts/sirens as maritime insurance costs jumped
• Oil, gold and bonds react — Brent neared $79, WTI jumped above $75, and gold held above $4,100 as inflation and supply-shock fears returned
⛽ Oil & Energy
• Hormuz/Red Sea flows under pressure — Maersk rerouted one service via the Red Sea while ship traffic in Hormuz slowed sharply
• Global energy supply jitters — Norway flagged rising output losses; Kazakhstan’s Atyrau refinery resumed early; Colombia oil output also slipped
• OPEC+ geopolitics — Iraq said it will stay in OPEC but wants a fairer quota amid broader regional tension
📊 Markets & Macro
• Risk-off then selective rebound — Asia traded mixed as tech shares helped South Korea/Japan recover while Australia lagged on oil shock worries
• Rates on the move — JGB yields hit multi-decade highs; BoJ and regional reports flagged faster cost pass-through and rising wage pressure
• China macro mixed — June CPI came in soft at 1.0% y/y while PPI held at 4.1% y/y, reinforcing deflation/weak-demand concerns
• Germany trade beats — Better-than-expected exports and a larger trade surplus signaled some external resilience
🌍 Geopolitical
• Gulf security alerts spread — Bahrain, Kuwait and Qatar activated sirens/alerts; Kuwait said it intercepted missiles and drones
• Iran broadens retaliation narrative — IRGC claimed U.S. sites in Kuwait, Bahrain and Qatar were targeted; Iran also reported casualties from U.S. strikes
• Ukraine war still escalatory — Reports said Putin is unlikely to negotiate while attacks continue; EU readies fresh Russia sanctions
🪙 Crypto & DeFi
• AscendEX shuts down — Crypto exchange closure raises user payout concerns
• Stablecoin rails expand — Sony Bank won conditional U.S. trust-bank approval for a dollar-backed stablecoin; Hyundai Card completed an Avalanche/Tether pilot
• OpenAI/AI adjacent — OpenAI released national security principles and prepared its next-gen GPT launch; Coinbase had a trading outage on prediction markets
🏛️ Regulatory & Policy
• Fed split, Warsh hearing ahead — Minutes showed officials divided on rates; Warsh is set to testify July 15
• Trade policy watch — U.S. Treasury is weighing Spanish products for possible embargo action; China moved to curb risky LGFV short-term bond issuance
• Antitrust/audit scrutiny — Australia launched a review of Big Four audit complaints; France’s Nvidia probe neared conclusion
🏢 Corporate
• PepsiCo beats on revenue — Q2 core EPS $2.20 topped estimates and revenue beat, while FY organic growth guidance held
• AstraZeneca slumps — Wainua data failure sent shares down about 9%, the biggest one-day drop since 2020
• Lilly takes a hit — Q2 IPR&D charges came in at $2.8B pre-tax, weighing on earnings optics
• Chip/AI names stay hot — SK Hynix demand stayed strong; Samsung and Korean equities swung on AI-led volatility; Zhipu AI fundraising drew heavy demand
• Big M&A and restructuring — Paramount-Warner Bros deal faces possible state lawsuits; Volkswagen finalized 50,000 job cuts; Deutz agreed to buy FFG for €1.6B
Digested by MarketClaw 🐾 — 423 messages scanned
Miatta Fanbulleh is Liberian.
She is now in charge of Britain's Energy Security.
Meanwhile this is what Liberia looks like:
Beaches covered in excrement.
No waste management.
Absolute filth.
⚡️🇺🇸🇮🇷 US CENTCOM:
At 5:45 p.m. ET today, Islamic Revolutionary Guard Corps forces launched multiple ballistic missiles from Iran in an attempted surprise attack on U.S. forces based in the Middle East. All Iranian missiles were successfully intercepted. U.S. forces remain vigilant and at a high state of readiness.
@wfwitness
The argument by law enforcement that Flock cameras help solve crimes could be used to argue in favor of any form of mass electronic surveillance. A system whereby the movements and actions of every man, woman and child in the United States is tracked electronically at all times would virtually eliminate all crime in this country.
Nobody is seriously advocating for an AI system to watch every human being, 24 hours a day, in their public and private lives—even though it would end or at least catch all crime—because as a society, stopping or catching crime is not our only priority. It's the only priority of law enforcement, but we don't live in a "cop"-ocracy. If every citizen lived in cells like on Alcatraz instead of private homes, that would also help prevent crime!
"Oh, but even though we're going to collect all the data, we're going to put in safeguards so it can't be used by bad actors!"
Well that same justification could be used to justify the AI skynet watching all people at ...
THE COST OF THE AMERICAN DREAM HAS EXPLODED.
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Owning a home.
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Buying groceries.
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Driving to work.
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Paying insurance.
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Even your morning coffee.
Nearly every major household expense costs dramatically more than it did just a few years ago.
Over the last 7 years:
• Coffee: +127%
• Home prices: +60%
• Auto insurance: +51%
• Gasoline: +49%
• Electricity: +44%
• Shelter: +35%
• Groceries: +33%
And that's before paying for healthcare, transportation, or eating out.
This is why so many families feel like they're falling behind even when they get a raise.
The biggest financial problem for millions of Americans is that everything is going up at the same time, while the government keeps showing a 2% inflation target.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
