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๐Ÿ’ฑ USDCNY = 6.76
USDTRUB = 75.60
๐Ÿ”ฅ๐Ÿ‡ฏ๐Ÿ‡ต JAPAN โ€” BOJ RATE = 1% (EST. 1% / PREV. 0.75%)

Bank of Japan raises interest rates to the highest level since 1995
โ—๏ธ๐Ÿ‡จ๐Ÿ‡ณ China industrial production (May)
YoY = +4.5% (exp. +4.4% / prev. +4.1%)
YTD YoY = +5.4% (prev. +5.6%)

China's economy continued to slow in May, with retail sales declining for the first time in 3 years
โš ๏ธ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ท๐Ÿ‡บ UK EXPANDS SANCTIONS AGAINST RUSSIA

Starmer announced new energy sanctions against Russia at the G7 summit.

The new package targets Russia's "shadow fleet." Restrictions are also being introduced against financial networks used to circumvent sanctions. Measures will also include an embargo on several vessels carrying sanctioned Russian liquefied natural gas. โ€” Politico
๐Ÿ”ฅ๐Ÿ›ข๏ธ๐Ÿ‡ฎ๐Ÿ‡ท Ship traffic activity in the Strait of Hormuz is beginning to increase. Iranian tankers and cargo ships have started passing through the US naval blockade zone โ€” TASNIM

Iranian oil vessels have begun passing through the US blockade zone โ€” FARS
๐Ÿฆ  Ebola virus will spread from Africa to Europe within a month with 90% probability, Japanese scientists forecast
๐Ÿ‡ท๐Ÿ‡บ๐Ÿ›ข๏ธ LUKOIL may acquire the former TotalEnergies lubricants plant. Analysts estimate the asset's value at 1.5โ€“2 billion rubles โ€” ะช
โš ๏ธโœด๏ธ Social media discussions are growing about Avalanche blockchain falling behind โ€” both in development activity and user network activity amid sharply increased competition โ€” Santiment

The same is currently happening with Cardano (#ADA)
๐Ÿ”ฅ๐Ÿ‡ฆ๐Ÿ‡บ AUSTRALIA โ€” RBA RATE = 4.35% (exp. 4.35% / prev. 4.35%)

RBA: inflation upside risks remain, RBA ready to hike if necessary
๐Ÿ‡ช๐Ÿ‡บ The European Union has begun developing a mechanism to limit the veto rights of new EU members โ€” Politico

"If a new member state follows the rules, nothing will happen. If it does not follow the rules, the safeguard mechanisms will bite hard, and that is exactly the system we are building," โ€” EU Commissioner Kos stated
๐Ÿ‡ท๐Ÿ‡บ Russia's Ministry of Finance intends to reduce the share of government mortgage programs to 25โ€“30% by 2030. At the start of the year, subsidized mortgages accounted for around 90% of new-build mortgage issuances. โ€” ะ˜ะทะฒะตัั‚ะธั
๐Ÿ“ˆ๐Ÿ‡ฏ๐Ÿ‡ต NIKKEI > 70,000 for the first time in history
๐Ÿ‡ท๐Ÿ‡บ The Middle East conflict has contributed to narrowing discounts on Russian coal in certain markets. โ€” ะช
โš ๏ธ๐Ÿ‡จ๐Ÿ‡ณ China's real estate sector stocks have fallen back to levels seen before the 2024 economic stimulus measures were introduced, signaling persistent pessimism toward the sector. โ€” BBG

*Real estate accounts for more than 25% of China's GDP. Weakness in this sector raises concerns about the broader Chinese economy.*
๐Ÿ‡จ๐Ÿ‡ณ DeepSeek raised a record $7B in its latest funding round โ€” The Information
โš ๏ธ๐Ÿ›ข๏ธ Investment banks are starting to cut their oil price forecasts amid the US-Iran deal and the expected reopening of the Strait of Hormuz โ€” BBG

Wall Street's biggest banks are cutting their oil-price forecasts for the coming quarters, as optimism grows over a revival of Middle East crude output following an interim deal to reopen the Strait of Hormuz.

โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”
It cannot be ruled out that the massive oil market deficit caused by the closure of Hormuz could theoretically even turn into a surplus. This would threaten further price declines down to the year's lows โ€” or potentially even lower. โ€” experts
๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡ช๐Ÿ‡บ Ukraine intends to align its banks and insurers with EU rules by 2028, the central bank governor said. โ€” RTRS
๐Ÿ›ข๏ธ MARKET CONSENSUS, based on comments from shipping companies and military sources:

Restoring full transit through the Strait of Hormuz will take "several weeks," provided the peace agreement proceeds as planned
โœด๏ธ CZ: "I have almost no fiat money, I use crypto for everyday expenses."
โš ๏ธโœด๏ธ DeFi hacks in April triggered $13B in outflows from the sector โ€” Binance Research
โ—๏ธ๐ŸŒŽ AI agents will soon replace conventional apps โ€” Qualcomm CEO predicts

QUALCOMM CEO SAYS AI AGENTS WILL REPLACE APPS