Politics
Rules & Mandates - Insight of the Rebuild: Venezuela’s Economic Recovery vs. Global Capital Constraints
Why people focus on a V-shaped Venezuelan oil recovery are mispricing global liquidity, crowding-out effects, and Big Tech’s capital monopoly.
Global Chokepoint - US Military Launches Strikes on Iran for Second Straight Day
The US military struck Iran for the second straight day, an escalation of violence that threatens efforts to reach a permanent peace deal.
Macro & Micro Compass - Federal Reserve Fed officials were split on direction of interest rates at last meeting, minutes show
Fed policymakers were split on the future of interest rates at their June meeting, with officials offering competing cases for hikes or cuts, according to minutes released Wednesday.
Global Chokepoint - US Strikes Iran and Blocks Oil Sales in New Test of Truce
US President Donald Trump said his tentative ceasefire with Iran is done, raising the prospect of a renewed military conflict between the two countries, bringing fresh volatility to energy markets and tested an already fragile peace agreement between Washington and Tehran.
Macro & Micro Compass - The BoE Eased Leverage Rules — But Not With the Gilt Exemption Banks Wanted
Hours before the Bank of England(BoE) published its July Financial Stability Report, we framed the leverage rule debate around three possible outcomes. Will the BoE Loosen Bank Leverage Rules to Support the Gilt Market?The Bank of England(BoE) is going to publish its July Financial Stability Report at
Macro & Micro Compass - Can Trump Bend the Fed Before the Data Does?
The next fight over the Federal Reserve is no longer just about inflation, jobs, or the timing of the next rate move. It is also becoming a test of how much political pressure markets believe the Fed can absorb. Will Trump materially reshape the Fed before his current term? Yes,
Rules & Mandates - Avoids Trump's July 4 Tariff Deadline: Why "De-Escalation" Is the Wrong Read
A look at what the EU-US tariff deal actually locks in, why markets are reading it as de-escalation, and why the underlying trade risk hasn't gone away for the companies caught in the middle.
Market Rumor - OpenAI proposes handing Trump administration 5% stake
According to FT, Sam Altman’s start-up in early talks for a public ownership deal as political pressure rises.
Breaking News - Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce
Company launches employee matching and community seed funding, reinforcing Micron’s broader U.S. investment and workforce development strategy
In Japan, A New Type of Prediction Market is Taking Advantages of the Loophole in Gambling Regulations
From the rapidly developing point based prediction applications in Japan, we can see the demand for event forecasting is spreading into Asia. The business model is rely on the loyalty points, regulatory arbitrage and advertising, which differs from the trading fee as commonly known. Will Japan formally regulate prediction markets
Macro & Micro Compass - June NFP Report: Stability Is Priced In, But Is It Fully Supported by the Data?
Markets are pricing June NFP around 100,000-150,000 jobs, reflecting economist forecasts and recent labor data, as attention turns to how incoming prints align with current expectations.
Rules & Mandates - Deadly twin quakes are a gut punch to a Venezuelan economy already on its knees
The strongest earthquake hit Venezuela in a century, at the worst possible moment for the country's fragile political transition. Will U.S. emergency aid strengthen Venezuela’s post-Maduro government? YesResult75.00%NoResult25.00%4 PollsEndedTBD June 25（CNN）- the disaster struck while acting President Delcy Rodríguez was
