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U.S. Defense Update
Defense Secretary Hegseth has authorized the voluntary departure of U.S. military dependents from multiple locations across the Middle East.
This follows growing security concerns and rising tensions in the region.
White House:
The President appreciates Elon Musk’s apology.
There are no efforts underway to reconsider government contracts with Musk’s companies.
US 10-Year Treasury Auction Results
• Auction yield: 4.421%
• When-issued (WI) yield: 4.428%
• Stop-through: −0.7 bps (higher demand than expected)
Total issuance: $39B
30.58% of bids filled at max yield
Buyer breakdown:
• Primary dealers: 8.96%
• Direct bidders: 20.48%
• Indirect bidders (incl. central banks): 70.56%
Lutnick: “We are not going to give China our best chips”
Cantor Fitzgerald CEO Howard Lutnick firmly stated the U.S. won’t provide China with its most advanced semiconductors, signaling a hard stance in ongoing tech tensions.
President Trump calls for a 100 basis point rate cut after CPI inflation data this morning.
Читать полностью…
ARK’s Cathie Wood: SpaceX could hit $2.5T by 2030
Together with Tesla, ARK sees over $10T in value across Elon Musk’s companies by the end of the decade.
US CPI data just dropped
– Headline CPI YoY: +2.4% (vs forecast +2.5%, previous +3.4%)
– Core CPI YoY: +2.8% (vs forecast +2.9%, previous +3.6%)
Trump on Whether He Could Reconcile with Musk:
“I think I could.”
Delegations from the United States and China have finalized their trade talks in London
Читать полностью…
Reuters Poll: Most economists expect Fed rate cuts to begin in Q3
– 59 out of 105 economists say the Fed will start cutting rates next quarter, likely in September
– Over 60% expect at least two cuts in 2025
Market eyes are on inflation data ahead of the June Fed meeting.
Timing the market is tough — most don’t even try.
But for those who manage to catch the right moves, the payoff can be massive.
Zuckerberg takes charge of Meta’s new “superintelligence” AI push
Frustrated with Llama 4, Mark Zuckerberg is personally assembling a ~50-person elite AI team.
He’s relocating key hires near him and planning a major Scale AI investment to accelerate Meta’s next-gen models.
Gold demand surges to historic levels
Gold is on pace to see $75 billion in inflows this year — the largest annual total ever recorded.
Institutional appetite for hard assets is accelerating.
Apple WWDC 2025 kicks off
– Keynote presentation underway
– New iOS design with “Liquid Glass” effect
– macOS, watchOS, visionOS updates
– AI integration: smarter Siri, real-time AirPods translation
– iPad multitasking improvements
– Possible launch of a gaming hub
U.S.-China trade talks in London conclude for the day, to resume tomorrow
Читать полностью…
MIDDLE EAST — TENSIONS RISE
U.S. military dependents in Bahrain and Kuwait are authorized for temporary departure amid escalating regional tensions.
The U.S. Embassy in Iraq is also preparing for an ordered evacuation due to increased security risks.
Truly incredible:
Tesla stock ($TSLA) is up 22% since its June 5th low, following the public feud between Trump and Elon Musk.
Since then, Musk apologized, and Trump called it “very nice.”
Goldman Sachs: Tariffs Likely to Fuel Inflation
While the immediate impact on May CPI (due Wednesday) may be modest — just a 0.05pp boost in core to 0.25% MoM — Goldman expects bigger effects by year-end.
Core inflation could rise to 3.5% by December, up from 2.8% in April. The bank says the main driver will be rising goods prices, not services, despite easing pressure in labor, housing, and autos.
Watch closely — the inflation path may get bumpier.
Trump on Musk’s apology:
“That was very nice of him.”
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President Trump adds the below note to his China trade “deal” announcement.
Читать полностью…
Trump: China Deal Is Done — Awaiting Xi’s Final Approval
Trump says the U.S.-China trade deal is complete, pending final sign-off:
“Our deal with China done. Subject to Xi’s approval, we are getting a 55% tariffs, China is getting 10%.”
Iran Becoming ‘Much More Aggressive’ in Nuclear Talks — Trump
Читать полностью…
🔥WE’VE LAUNCHED OUR OWN PRIVATE ALPHA COMMUNITY
Over the past few months, our team at TradeWatcher has been growing with the addition of top experts — all working together to bring deeper insights and real trades.
Now it’s all coming together in one place: our private Telegram community — WHITE HORSE 🐎
✅ Inside, you’ll find:
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• Deep dives and market notes
• Weekly outlooks and summaries
• Organized threads: Stocks, Crypto, TradFi, Community Ideas
• Notion dashboard with trade logs and curated tools
• And more
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This is our first launch, open for 3 days only.
Over time, both the value and the price will go up, but the first members who join now will be our founding group.
They’ll help shape the community — and in return, they’ll keep this price and receive:
• Exclusive member benefits
• Early access to future tools
• Priority as we expand
Free chats stay active.
This one’s for those who want to go deeper.
👉 Join 👈
U.S. Commerce Secretary Lutnick says trade talks with China are “going well,” according to reports.
Positive tone as negotiations continue in London.
Second day of US-China trade talks kicks off in London
Negotiators from both sides have resumed discussions, focusing on key trade and tech issues.
Pre-market futures slightly red ahead of key CPI release
Markets are cautious this morning with futures ticking slightly lower.
All eyes now on tomorrow’s CPI report — the final major inflation print before the Fed’s June decision.
The market is up over 80,000% since 1918 —
but only ~5,000% when adjusted for inflation.
Perspective matters.
Trump unveils “Trump Savings Accounts” plan
Each newborn would receive $1,000 from the government, invested in a tax-deferred index fund tracking the stock market.
Parents could contribute up to $5,000 per year.
The goal: long-term wealth-building for American children.