🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Wedbush maintains Outperform on Micron $MU and raises its price target to a Street high $500.
Analysts see peak earnings potential ahead, with Micron currently trading at just 12.5x forward earnings despite its HBM supply being sold out.
Analysts see peak earnings potential ahead, with Micron currently trading at just 12.5x forward earnings despite its HBM supply being sold out.
🇨🇭 Global One SI - Prompt
$RBRK/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Goldman Sachs maintains Buy on Rubrik $RBRK and raises its price target to $82.
Following a record $115M in net new ARR and a surprise Q4 profit, analysts see accelerating growth in identity and AI security as Rubrik captures a 90% competitive win rate.
Following a record $115M in net new ARR and a surprise Q4 profit, analysts see accelerating growth in identity and AI security as Rubrik captures a 90% competitive win rate.
- On escorting ships in the Strait of Hormuz: We would have done it if help was needed.
- I hope everything will go very well.
❗️We are going to strike a strong blow against Iran next week.
- There's nothing to fear. Iran has no naval forces, we sunk all their ships (a message to tankers in the strait).
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Friday, Mar 13 2026, 12:00 UTC time
📋 ✅ Market pulse — oil, inflation & geopolitics
Oil nears $100 as Mideast tensions (Iran) push energy risk premium higher; US grants limited waiver to allow at-sea purchases of Russian oil to calm crude markets — keeping oil elevated and stoking global inflation fears.
🔖 📌 US macro & Fed watch
PCE ahead: Markets cautious into US PCE; US 10Y yield holds near 5-week highs as investors price persistent inflation risks, keeping Fed tightening expectations alive and supporting the dollar’s second weekly gain.
📋 ✅ Dollar & FX movers
Dollar firm — USD strength pressures majors. USD/JPY momentum up as yen slides toward fresh weakness; South Korean won hitting lows near 2009; offshore CNY extends fall even as it eyes weekly gains.
🔖 📌 China & trade tensions
US probe returns: New Section 301 trade investigations revive US-China trade friction concerns; China 10Y yield rises amid probe headlines. Apple cuts App Store fees in China — regulatory pressure remains a factor for tech and sentiment.
📋 ✅ Europe — inflation & bond stress
Inflation up: French, Spanish, Finland and various euro-area readings show sticky inflation; European bonds head for a second weekly selloff as yields surge (French OAT and German Bunds to multi-year highs). Euro falls to 7-month lows vs dollar.
🔖 📌 UK — growth disappoints, yields climb
Weak GDP: UK Q4 growth softer than expected; sterling tumbles to 3-month lows. Ten-year gilt yields hit multi-month highs; BoE survey shows sticky inflation expectations — rate-cut bets delayed.
📋 ✅ Europe equities & risk sentiment
Stocks under pressure: European and UK shares set for weekly losses as Middle East unrest fuels inflation worries; FTSE weakness led by cyclicals and exposure to energy/inflation risks.
🔖 📌 Italy/Germany & peripheral stress
BTPs up: Italian BTP and Greek 10Y yields rise; Germany wholesale price inflation remains elevated. ECB rate-hike bets keep peripheral spreads volatile.
📋 ✅ Asia-Pacific — growth and rates
New Zealand: Factory activity expands for 3rd month; tourist arrivals +4.1% YoY but NZD hits 7-week low. Australia: Shares down on inflation fears; AUD holding relatively firm but sensitive to commodity-driven moves.
🔖 📌 Japan & Korea FX risks
Yen weak, won weak: USD/JPY forecast shows downside for yen as crash momentum grows; South Korean won near long-term lows, raising policy and market concerns.
📋 ✅ Russia, Brazil & commodities
Russia: Seaborne oil product exports fall month-on-month; US waiver on Russian oil at sea aims to stabilize crude prices. Brazil: Gov't approves provisional 12% levy on crude exports — potential supply/tax shock for markets.
🔖 📌 Central banks & outlook
Policy nuance: BofA delays BoE cut call as energy revives inflation risks; SNB now seen less likely to hike compared with ECB. Markets remain sensitive to oil/inflation data and geopolitical headlines — implications for FX, rates and equities.
Stay positioned for volatility: oil/geo-politics → rates → FX → equities.
📋 ✅ Market pulse — oil, inflation & geopolitics
Oil nears $100 as Mideast tensions (Iran) push energy risk premium higher; US grants limited waiver to allow at-sea purchases of Russian oil to calm crude markets — keeping oil elevated and stoking global inflation fears.
🔖 📌 US macro & Fed watch
PCE ahead: Markets cautious into US PCE; US 10Y yield holds near 5-week highs as investors price persistent inflation risks, keeping Fed tightening expectations alive and supporting the dollar’s second weekly gain.
📋 ✅ Dollar & FX movers
Dollar firm — USD strength pressures majors. USD/JPY momentum up as yen slides toward fresh weakness; South Korean won hitting lows near 2009; offshore CNY extends fall even as it eyes weekly gains.
🔖 📌 China & trade tensions
US probe returns: New Section 301 trade investigations revive US-China trade friction concerns; China 10Y yield rises amid probe headlines. Apple cuts App Store fees in China — regulatory pressure remains a factor for tech and sentiment.
📋 ✅ Europe — inflation & bond stress
Inflation up: French, Spanish, Finland and various euro-area readings show sticky inflation; European bonds head for a second weekly selloff as yields surge (French OAT and German Bunds to multi-year highs). Euro falls to 7-month lows vs dollar.
🔖 📌 UK — growth disappoints, yields climb
Weak GDP: UK Q4 growth softer than expected; sterling tumbles to 3-month lows. Ten-year gilt yields hit multi-month highs; BoE survey shows sticky inflation expectations — rate-cut bets delayed.
📋 ✅ Europe equities & risk sentiment
Stocks under pressure: European and UK shares set for weekly losses as Middle East unrest fuels inflation worries; FTSE weakness led by cyclicals and exposure to energy/inflation risks.
🔖 📌 Italy/Germany & peripheral stress
BTPs up: Italian BTP and Greek 10Y yields rise; Germany wholesale price inflation remains elevated. ECB rate-hike bets keep peripheral spreads volatile.
📋 ✅ Asia-Pacific — growth and rates
New Zealand: Factory activity expands for 3rd month; tourist arrivals +4.1% YoY but NZD hits 7-week low. Australia: Shares down on inflation fears; AUD holding relatively firm but sensitive to commodity-driven moves.
🔖 📌 Japan & Korea FX risks
Yen weak, won weak: USD/JPY forecast shows downside for yen as crash momentum grows; South Korean won near long-term lows, raising policy and market concerns.
📋 ✅ Russia, Brazil & commodities
Russia: Seaborne oil product exports fall month-on-month; US waiver on Russian oil at sea aims to stabilize crude prices. Brazil: Gov't approves provisional 12% levy on crude exports — potential supply/tax shock for markets.
🔖 📌 Central banks & outlook
Policy nuance: BofA delays BoE cut call as energy revives inflation risks; SNB now seen less likely to hike compared with ECB. Markets remain sensitive to oil/inflation data and geopolitical headlines — implications for FX, rates and equities.
Stay positioned for volatility: oil/geo-politics → rates → FX → equities.
🇨🇭 Global One SI - Prompt
$IBRX/USD H2 #Indicator #Signal #Trading #GlobalOneAI
ImmunityBio $IBRX completes NK cell manufacturing programs, yielding 5B cells per apheresis for 10 therapeutic doses in 12 days.
Combined with ANKTIVA, the platform shows zero Grade 4 or 5 SAEs and potent tumor reduction in solid tumor trials.
Combined with ANKTIVA, the platform shows zero Grade 4 or 5 SAEs and potent tumor reduction in solid tumor trials.
🇨🇭 Global One SI - Prompt
The Defense Department is specifically going after Goldman Sachs, Morgan Stanley, JPMorgan, and Bank of America as prime recruiting targets for the 30 person team
$LMT $KTOS $UMAC $ONDS | Pentagon is building a 30 person "Economic Defense Unit" of bankers from Goldman, Morgan Stanley, JPMorgan, and BofA.
The team will funnel $200B into defense deals over 3 years, using Wall Street expertise to secure supply chains and counter China.
The team will funnel $200B into defense deals over 3 years, using Wall Street expertise to secure supply chains and counter China.
🇨🇭 Global One SI - Prompt
$LMT $KTOS $UMAC $ONDS | Pentagon is building a 30 person "Economic Defense Unit" of bankers from Goldman, Morgan Stanley, JPMorgan, and BofA. The team will funnel $200B into defense deals over 3 years, using Wall Street expertise to secure supply chains…
Here's where that money is going.
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🇨🇭 Global One SI - Prompt
Here's where that money is going.
Here's the Deck going out to potential candidates:
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