India’s largest telecom and digital service Jio Platforms files for IPO
Category: Uncategorized
Vance Stands Down: US-Iran Switzerland Talks Hit Pause Before They Begin
US officials reportedly say JD Vance’s trip has been postponed due to Iranian claims regarding the situation in Lebanon.
ASML: The Most Defensible Moat in Semiconductors Just Got Tested
🔒 ASML: The Most Defensible Moat in Semiconductors Just Got Tested — And It Held
Read More: https://bit.ly/ASML-China
#ASML #Semiconductors #ChipWar #InstitutionalInvesting #ExportControls #TechPolicy #CapitalEquipment #EUV #GeopoliticalRisk #SemiconductorInvesting
Semiconductors Are the New “Long US Tech”
🔥 Semiconductors Are the New “Long US Tech” — And the Clock Is Ticking
Read More: https://bit.ly/NewLongUSTech
Semiconductors #GlobalMacro #FundManagement #CapitalAllocation #InstitutionalInvesting #PortfolioStrategy #BofASurvey #ChipStocks #AssetManagement #AlphaGeneration
Hormuz Is Open: US Lifts Naval Blockade
South Korea’s Kospi extends record run
The Fed’s Own Math Doesn’t Add Up
🟥 The math is brutal. Core PCE needs to print at 0.21% monthly to merely meet the Fed’s own revised 3.3% forecast for 2026
Read More: https://bit.ly/PCE-Inflation
#FederalReserve #InterestRates #CorePCE #MacroStrategy #FixedIncome #BondMarket #EquityRisk #InstitutionalInvesting #KevinWarsh #Inflation #RateHikes #AlphaBinwaniCapital
SOUTHEAST ASIA EARNINGS ALERT
🔴 SOUTHEAST ASIA EARNINGS ALERT: The Hormuz Shock Is Repricing Risk Across the Region
Read More: https://bit.ly/ASEAN-Earnings
#SEAMarkets #EmergingMarkets #EarningsSeason #InstitutionalInvesting #AlphaBinwaniCapital #Philippines #Thailand #ASEAN #MacroStrategy #EnergyPrices #FixedIncome #EquityResearch #PortfolioStrategy
The average SpaceX buyer post-IPO is almost under water after two-day slide
Japan’s core inflation rate held steady at 1.4% in May
AlgoTrader 