WS #11060
No material new developments in the last 30 minutes. The data window contains only routine noise and no signals that would alter the prevailing market narrative. No counter-signals or de-escalation events detected.
Topics
Key developments
- China June PMI beats expectations, manufacturing at 50.3
- China adds 20 Japanese defense/aerospace entities to export controls
- Israel preparing for immediate resumption of military operations against Iran
- Yen weakens to 40-year low past ¥162
- China broker stocks eye best month since October on trading boom
- US national debt surpasses 100% of GDP for first time since WWII
- High real yields pressure TSLA, bear case published
- Nike Q4 earnings preview: can it capitalize on sports mania?