Donald Trump is not letting an attempted assassination derail his plans to attend the Republican National Convention, saying that he can’t allow a “shooter” to change his schedule >>> odds at quoted by Polymarket. Anything else than a result Trump victory in November now feels unlikely, good for risk, deregulations, steeper (30y yields making highs) >>> US 2s/30s yield spread briefly turns positive for 1st time since Jan, Trump bullish risk, deregulations etc + bull steepener
#USDJPY seems approx $15bn were sold last week after U.S CPI, clearly BoJ will need to move on rates to sustain move
BP has taken an enormous risk by betting the farm on booming global demand for oil and gas as far out as the late 2030s, and retreating drastically from renewables and clean-tech investment
China GDP up 4.7% yoy in Q2, previous 5.3%, expected 5.1%
An influx of cheap nickel supply from Indonesia has all but killed off Western Australia’s long-running nickel sector
#GOLD 2400+ continues to be well supported, next big wave buying should take markets towards $2700
Zermatt rail link interrupted for weeks after severe flooding in Switzerland
Mike Zaccardi, CFA, CMT 🍖 on X: "BofA: Economics: Inflation box ticked, focus shifts to growth Equities: Stars are aligning for cyclical It’s an earnings-driven market: 2Q earnings to be crucial https://t.co/I1k127ipzE" / X
Robert Friedland: No Rational Price for Copper as "Essentially Infinite" Demand Meets Short Supply | INN (investingnews.com)
Patrick Zweifel on X: "1/ Chinese activity data for June generally came in below expectations and slowed, as did GDP growth, which fell to 4% q/q ann. in Q2 from 6.6% in Q1. Taken together, these 2 quarters still point to growth in line with the Chinese authorities' target of around 5%. https://t.co/BTNwPKxMnD" / X
#USDJPY >>> can go towards 150 and still be in up trend..
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