On Friday, July 10, SK Hynix raised ~$28 billion in New York - just behind SpaceX in the historical rankings. An IPO that serves as a barometer for the entire HBM chain and the semi post-selloff rotation.
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Conditional green light from the OCC for Sony's $40M trust bank stablecoin in New York: a new institutional issuance scheme, between GENIUS Act and tokenized banking rail.
44 min ago 0 0
Friedrich Merz confirms from the NATO summit in Ankara an agreement to purchase American Tomahawk missiles: Berlin shifts from the status of host to operator, with direct implications for RTX, MBDA and the geography of the European missile.
44 min ago 0 0
HSBC lowers its 2026-2027 gold forecasts on a scenario of a sustainably more restrictive Fed. Signal: the broker consensus adjusts to the new monetary grammar post-Powell.
44 min ago 0 0
After the worst sequence of outflows since their launch, US spot Bitcoin ETFs pivot: -$85M on 07/08, versus -$2.7B in the previous wave.
44 min ago 0 0
Micron smashes its records and Seeking Alpha sees $2,200 for MU. Behind the rally: HBM memory becomes the real physical bottleneck of AI compute. SK Hynix oversubscribed, Samsung lagging.
6 h ago 0 0
US strikes on Iran bring back the geopolitical premium in the barrel. The IMF adjusts, the dollar holds, the Fed hesitates. Six weeks before the double FOMC-BoJ, the risk regime shifts.
6 h ago 0 0
The Japanese long-term rate breaks a ceiling that has been in place for a third of a century. The real risk in July is not the BoJ decision itself, but the JPY carry trade that is still fueling US equities.
6 h ago 0 0
Three weeks before the July 29-30 FOMC meeting, Kevin Warsh outlines his mandate. Six words are enough to sketch the new doctrine: asserted independence, anti-inflation priority, rejection of Powell's trade-off.
6 h ago 0 0
OilPrice estimates that $130 billion worth of AI projects are effectively blocked in the United States. It's no longer silicon that's in short supply: it's electricity, permits, and authorized land. New rationing regime for compute.
6 h ago 0 0
Chinese producer prices rise to their highest level in 4 years while domestic consumption slows down. The global transmission channel is shifting: China is no longer exporting disinflation.
6 h ago 0 0
225 M$ Italian on Chilean lithium, C$400 M Canadian in Teck: State-shareholders extend their grip on the upstream of critical chains.
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