Why Everything Is Falling at Once Today
AI chip deleveraging: South Koreaβs stock market dropped sharply, triggering a circuit breaker. Major AI memory chip makers like Samsung and SK Hynix sold off after reports that SK Hynix may slow expansion plans and shift toward lower-margin chips. Heavy investor leverage amplified the decline.
Quarter-end rebalancing: Large institutions are rebalancing portfolios after strong stock gains, with estimates of up to $165 billion in global equity selling through June 30.
Hawkish Fed: More Fed officials are signaling potential rate hikes, increasing borrowing costs and reducing appetite for risk assets.
Yen carry trade concerns: Sharp moves in USD/JPY raised speculation about possible Japanese intervention. If investors unwind yen-funded trades, selling can spread across stocks, commodities, and other assets simultaneously.
AI chip deleveraging: South Koreaβs stock market dropped sharply, triggering a circuit breaker. Major AI memory chip makers like Samsung and SK Hynix sold off after reports that SK Hynix may slow expansion plans and shift toward lower-margin chips. Heavy investor leverage amplified the decline.
Quarter-end rebalancing: Large institutions are rebalancing portfolios after strong stock gains, with estimates of up to $165 billion in global equity selling through June 30.
Hawkish Fed: More Fed officials are signaling potential rate hikes, increasing borrowing costs and reducing appetite for risk assets.
Yen carry trade concerns: Sharp moves in USD/JPY raised speculation about possible Japanese intervention. If investors unwind yen-funded trades, selling can spread across stocks, commodities, and other assets simultaneously.
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Tech weakness: The Nasdaq has been under pressure, with AI and megacap tech stocks leading losses. Concerns about AI demand, talent departures, and stretched valuations have intensified selling.
Bottom line: Today's broad selloff appears to be a combination of AI-chip sector stress, leverage unwinding, institutional rebalancing, higher-rate fears, and possible carry-trade disruptionβcausing stocks, precious metals, and other risk assets to fall together.
As for Indian markets they stood strong as compared to broader market and still far better than the world as it has not performed for close to 2 years
Bottom line: Today's broad selloff appears to be a combination of AI-chip sector stress, leverage unwinding, institutional rebalancing, higher-rate fears, and possible carry-trade disruptionβcausing stocks, precious metals, and other risk assets to fall together.
As for Indian markets they stood strong as compared to broader market and still far better than the world as it has not performed for close to 2 years
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Ex-Militant: "Separatists are terrified of Amit Shah. Kashmiri youth are safe because of him.
The radical ecosystem has been completely crushed! Mota Bhai for a reason! π₯ππ©
The radical ecosystem has been completely crushed! Mota Bhai for a reason! π₯ππ©
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MELONI CONSIDERS SNAP APRIL ELECTION AS POPULARITY SLIPS ~Bloomberg
Italian Prime Minister Giorgia Meloni is weighing a surprise snap election for next April, moving the vote up significantly from its original late-2027 schedule. Reports indicate she wants to trigger an early vote to lock in her current mandate before economic challenges, coalition infighting, and a recent dip in public approval weaken her political standing further.
Italian Prime Minister Giorgia Meloni is weighing a surprise snap election for next April, moving the vote up significantly from its original late-2027 schedule. Reports indicate she wants to trigger an early vote to lock in her current mandate before economic challenges, coalition infighting, and a recent dip in public approval weaken her political standing further.
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π¨SHOCKING | Truck drags burning motorcycle for nearly 3 km after colliding with it on a road in Aligarh
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π¨ BIG ACTION in the Bharat Tiwari encounter case in Bihar.
An FIR for murder has been registered against the SDPO, SHO and other police personnel on the complaint of Bharat's mother.
Three officials have been suspended, and further investigation is underway.
An FIR for murder has been registered against the SDPO, SHO and other police personnel on the complaint of Bharat's mother.
Three officials have been suspended, and further investigation is underway.
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π¨ India on Pakistan's claim linking India to unrest in Pakistan-occupied Kashmir:
"This is a DESPERATE attempt by Pakistan to cover up its BRUTALITY and FAILINGS."
β India also expressed hope that the international community will hold Pakistan ACCOUNTABLE for its abuses.
"This is a DESPERATE attempt by Pakistan to cover up its BRUTALITY and FAILINGS."
β India also expressed hope that the international community will hold Pakistan ACCOUNTABLE for its abuses.
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βIndia-UAE defense partnership very important and has deepened over the years.β - MEA.
UAE is likely to buy Brahmos Missiles and other defence items worth over $4 billion.
UAE is likely to buy Brahmos Missiles and other defence items worth over $4 billion.
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Since the June 17 IranβUS MoU, 11 India-bound vessels have successfully transited the Strait of Hormuz.
βͺοΈ 3 Indian-flagged crude tankers (each carrying over 285,000 MT of oil)
βͺοΈ 1 LPG carrier
βͺοΈ 1 crude tanker
βͺοΈ 6 bulk carriers loaded with fertilizers
βͺοΈ 3 Indian-flagged crude tankers (each carrying over 285,000 MT of oil)
βͺοΈ 1 LPG carrier
βͺοΈ 1 crude tanker
βͺοΈ 6 bulk carriers loaded with fertilizers
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π¨ BIG! President Murmu conferred Padma honours on several eminent personalities at Rashtrapati Bhavan today.
β Legendary singer Alka Yagnik: Padma Bhushan
β Malayalam Actor Mammootty: Padma Bhushan
β Cricketer Rohit Sharma: Padma Shri
β Legendary singer Alka Yagnik: Padma Bhushan
β Malayalam Actor Mammootty: Padma Bhushan
β Cricketer Rohit Sharma: Padma Shri
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Actor R Madhavan conferred with the Padma Shri by President Droupadi Murmu
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Bharat Tiwari Encounter Explained | Surrender or Fake Encounter? | Supreme Court Reaches Bihar Case
MUST WATCHππ»
https://youtu.be/XZNwsS1g9tA
MUST WATCHππ»
https://youtu.be/XZNwsS1g9tA
YouTube
Bharat Tiwari Encounter Explained | Surrender or Fake Encounter? | Supreme Court Reaches Bihar Case
A 26-year-old social media activist from Bihar goes live on Facebook and claims he fears an encounter.
Less than 24 hours later, he is dead.
The Bharat Bhushan Tiwari case has now reached the Supreme Court and sparked a nationwide debate about police accountabilityβ¦
Less than 24 hours later, he is dead.
The Bharat Bhushan Tiwari case has now reached the Supreme Court and sparked a nationwide debate about police accountabilityβ¦
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A noteworthy moment in the Calcutta High Court today.
Before hearing Mamata Banerjee's election petition against Suvendu Adhikari, Justice Gaurang Kanth voluntarily disclosed that his elder brother is a national spokesperson of the BJP.
"I will hear it only after full disclosure so that you don't have any issues later," the judge observed.
Senior Advocate Kalyan Bandyopadhyay, appearing for Mamata Banerjee, responded that he had full confidence in the judge and no objection to His Lordship hearing the case.
This is how confidence in institutions is strengthened: transparency from the Bench and trust from the Bar.
Before hearing Mamata Banerjee's election petition against Suvendu Adhikari, Justice Gaurang Kanth voluntarily disclosed that his elder brother is a national spokesperson of the BJP.
"I will hear it only after full disclosure so that you don't have any issues later," the judge observed.
Senior Advocate Kalyan Bandyopadhyay, appearing for Mamata Banerjee, responded that he had full confidence in the judge and no objection to His Lordship hearing the case.
This is how confidence in institutions is strengthened: transparency from the Bench and trust from the Bar.
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π¨ BIG! Gem-quality diamonds DISCOVERED in Chhattisgarh's Mahasamund district.
β Total 5 diamonds recovered
β Weight: 1.22 carats
β 2 gem-quality whitish diamonds: 0.19 & 0.06 carats
β 1 yellowish non-gem diamond: 0.32 carats
β 2 brownish non-gem diamonds: 0.59 & 0.06 carats
β Total 5 diamonds recovered
β Weight: 1.22 carats
β 2 gem-quality whitish diamonds: 0.19 & 0.06 carats
β 1 yellowish non-gem diamond: 0.32 carats
β 2 brownish non-gem diamonds: 0.59 & 0.06 carats
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BREAKING: Rekha Gupta government has expanded the Ayushman Arogya Mandir network to more than 100 centres across Delhi.
The initiative aims to strengthen primary healthcare infrastructure and improve access to affordable, quality medical services at the neighbourhood level.
The initiative aims to strengthen primary healthcare infrastructure and improve access to affordable, quality medical services at the neighbourhood level.
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π¨ BULLDOZER ACTION in West Bengal
Authorities DEMOLISHED a TMC party office in Barrackpore, North 24 Parganas, over alleged ILLEGAL construction violations.
Authorities DEMOLISHED a TMC party office in Barrackpore, North 24 Parganas, over alleged ILLEGAL construction violations.
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π πππ π¨π£πππ§ππ¦ pinned Β«Bharat Tiwari Encounter Explained | Surrender or Fake Encounter? | Supreme Court Reaches Bihar Case MUST WATCHππ» https://youtu.be/XZNwsS1g9tAΒ»
π·πΊπΊπ¦β‘οΈβ The attacks by Ukrainian drones on Russia's civilian infrastructure are intended to destabilize Russian society. There is no reason for negotiations with Zelenskyy in light of Ukraine's attacks on civilian facilities β Putin.
No Ceasefire yet !!
Anyways The US is pressuring for a ceasefire between Russia and Ukraine
No Ceasefire yet !!
Anyways The US is pressuring for a ceasefire between Russia and Ukraine
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