Fed Reserve just pumped $3 Billion into the U.S. Banking System through overnight repos 🚨🚨

China’s #copper smelters are pumping out record metal, and stockpiles are building.

Shanghai Metals Market estimates March refined output near 1.2M tons, up 4.6% vs February, taking YTD growth to ~10%.

Higher scrap supply and surging sulfuric acid prices are helping, but output is expected to dip in April–May for maintenance.

U.S. will owe an additional $700 million in interest each month it delays paying tariff refunds 🚨🚨

$OKLO $SMR $NNE $LEU $CCJ $GEV $BWXT | USTDA awards 2.8M to Meralco PowerGen to evaluate U.S. SMR designs for the Philippines’ first nuclear plant.

The 2026 study will create a roadmap for 1,200MW of nuclear capacity by 2032, leveraging U.S. tech to bolster energy security.

The White House just published a 47-year receipt.

603 troops in Iraq. 241 Marines in Beirut. 66 hostages across 444 days. Eight administrations, one continuous account.

Governments don't release ledgers unless they're settling them.

But the real signal isn't the documentation—it's what's already moving underneath the strikes.

Iraqi contacts report citizens abandoning the dinar for barter.

The black market has fractured trust so completely that people trade goods directly rather than hold the currency.

Parliament is moving to summon the CBI governor.

The "umbilical cord" connecting external obstruction to internal paralysis—cut.

This is proof the veto player's removal is already showing in Iraq's economy.

For twenty years, monetary reform required centralized approval from actors who benefited from Iraq's dependency.

That constraint just evaporated.

Secretary Rubio confirmed it: "The hardest hits are yet to come."

Meanwhile, retaliatory strikes hit Ras Tanura refinery, Dubai commercial corridors, and an AWS data center on March 2.
Hormuz closure was threatened today.

Decapitation removed unified command, but decentralized elements retain asymmetric capability.

The kinetic phase continues—but underneath it, the financial infrastructure is already shifting.

Two clocks running simultaneously.

The 47-year document closes the old account. The barter system opens the new channel.

The 603 troops in Iraq didn't die in a war—they died because proxy forces needed Iraq broken and dependent.

The HCL framework, CBI reform, managed float transition—all of it requires what the strikes delivered: an Iraq finally free to choose its own rate without external veto.

One closes the ledger. The other opens the channel.

Both pointing the same direction.

$LASR is the only US publicly traded, pure-play Energy Directed Weapons stock.

$LASR is the laser engine for Rafael's Iron Beam.

And markets may have missed the the two-hop relation to NLight.

The Iron Beam was live for the first time today and wildly successful.

An article: "America’s ongoing quest to stop firing $4 million missiles at $30,000 drones" was also put out today:

"For years, laser weapons were the novelty tool of the defense industry, always five years away and ten billion dollars over budget. Since late 2025, the dream is officially operational, baking threats in mid-air like dinner rolls.

The appeal is pure, unadulterated Einsteinian art. Instead of launching a sophisticated interceptor that requires a PhD to maintain, the Iron Beam focuses a 100kW high-energy laser onto a target until its structural integrity ceases to exist.

There is no explosion, no exhaust trail to track, and, magically, no reload time. As long as the generator has that sweet, sweet diesel, you have an infinite magazine."

$LASR is the pure play exposure for the future of warfare at a tiny $3.5B MC.

$NGAS/USD M15 #Indicator #Signal #Trading #GlobalOneAI

$SPAI - It’s just the beginning 📈

$TSLA $PONY $MBLY $NVDA $SERV $RR | Qualcomm CEO Cristiano Amon says robotics will scale by 2028, calling it a "larger opportunity" than phones.

With the new Dragonwing chips and "Physical AI" breakthroughs, the firm is pivoting to power a 1T global robotics market.

#Gold miners are the closest thing to a money printer at these price levels.

How it was done. 🔊

BREAKING 🚨

🇺🇸 U.S. naval forces strike again.

An Iranian Fateh class submarine has been taken out in waters near Bandar Abbas, close to one of the world’s most strategic chokepoints, the Strait of Hormuz 🤯

🇮🇷 Iran has reportedly lost 13 warships and submarines since the conflict began.

Tuesday, Mar 3 2026, 12:00 UTC time

Latest Important Headlines

📋 📌 Market risk-off as Middle East tensions spike
Stocks, bonds and oil: Global equities and government bonds fell as escalation in the Iran/Israel conflict pushed oil higher, rekindling inflation concerns. Safe-haven flows lifted the US dollar and US yields; European sovereign yields (Germany, France, Italy, UK) jumped amid rate-hike repricing. Impact: markets trim expectations for central-bank cuts, ECB/BoE policy paths re-risked.

✅ 📌 FX & rates — EUR/GBP/EUR-zone moves
Euro/sterling slides; gilts and bunds up: Euro slid to mid-Jan lows, sterling fell toward $1.33 as gilt yields surged. German 10y Bund, French OAT and Italian BTP yields hit multi-week highs; Italian 10y ~3.45%. Markets price higher short-term Eurozone/UK rates on oil-driven inflation risk.

🔖 📌 US — yields, inflation risk and policy implications
US yields pushed higher: US 10y yields rose on inflation worries; futures weakened. US headlines include Medicaid price talks with smaller drugmakers and Senate housing reform progress (digital dollar ban). Higher energy costs raise upside risk to US inflation and Fed pricing.

📋 ✅ Asia-Pacific — Japan, China, Korea, Australia, NZ
JGBs and yen under pressure; China stocks soften: JGB yields jumped after Iran strikes, weighing on the yen. China equity weakness on inflation concerns; copper and commodities sensitive to China demand. South Korea PMI shows factory expansion. Australia: strong Q4 GDP and widening current-account gap; RBA keeps tightening door open as domestic growth/constraints rise. New Zealand permits rebound; Aussie dollar movement mixed.

🔖 📌 Europe — inflation uptick and labour/data
Eurozone CPI and national prints: Eurozone inflation edged up unexpectedly; Italy’s harmonised CPI +1.6% y/y. France’s budget deficit narrowed in Jan; OAT yields rose. Netherlands, Austria, Croatia and other national data show varied inflation dynamics; unemployment moves: Greece jobless down, Spain jobless up slightly.

📋 ✅ Commodities & EM
Oil surge, gold mixed, EM FX/flows hit: Oil spike fuels inflation fears; gold volatile (not behaving as a pure inflation hedge), silver and palladium weak. EM stocks and FX slid to multi-week lows; traders see limited global growth hit but higher near-term inflation.

🔖 📌 Central banks & market talk
Rate-cut expectations trimmed: BOE cuts for March largely repriced out; ECB hike probability nudged up by bond-market moves. Riksbank and SNB comments highlight uncertainty from energy/geo risks. Market analysts: energy-price shock may be short-lived but forces central banks to reconsider paths.

📋 ✅ Quick datapoints to watch
Key reads: US yields, Euro/GBP moves, oil price trajectory, German gas/LNG disruptions, Australia GDP and RBA commentary, Japan JGB auctions, China growth signs — any of these can drive near-term forex and rates volatility.

Bottom line: Geopolitical escalation in the Middle East has become the dominant market driver — lifting oil and yields, pressuring equities and EM FX, and forcing investors to re-evaluate central-bank timing on rate cuts or hikes.

🚨 U.S. Navy Destroyer Fires Tomahawks at Iran

The U.S. warship USS Frank E. Petersen Jr. launched multiple Tomahawk cruise missiles at targets inside Iran as part of Operation Epic Fury.

These are long-range precision missiles fired from the ship’s vertical launch system.

A major show of U.S. naval firepower.

Melius says the market is underestimating natural gas demand from AI data centers.

As hyperscalers adopt on site power (BYOP) to bypass grid delays, Bloom Energy $BE has seen its product backlog grow 2.5x to 6B to meet the urgent 24/7 load.