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
US oil prices drop below $74/barrel for the first time since March
Apple Goes All-In on America: Intel Lands Deal to Design and Build Chips on U.S. Soil
Bank of England Holds Firm: 7-2 Vote Keeps Rates Steady at 3.75%
First Movers in Hormuz: The Supply Unwind Has Begun
‼️ 🇮🇷 BREAKING: Some oil and gas vessels have begun to cross the Strait of Hormuz in an early sign of the shipping industry’s response to the deal. US gasoline prices dipped below $4 a gallon for the first time since March
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