📈🇯🇵 NIKKEI > 70,000 for the first time in history

🇷🇺 The Middle East conflict has contributed to narrowing discounts on Russian coal in certain markets. — Ъ

⚠️🇨🇳 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. — BBG

*Real estate accounts for more than 25% of China's GDP. Weakness in this sector raises concerns about the broader Chinese economy.*

🇨🇳 DeepSeek raised a record $7B in its latest funding round — The Information

⚠️🛢️ Investment banks are starting to cut their oil price forecasts amid the US-Iran deal and the expected reopening of the Strait of Hormuz — 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.

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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 — or potentially even lower. — experts

🇺🇦🇪🇺 Ukraine intends to align its banks and insurers with EU rules by 2028, the central bank governor said. — RTRS

🛢️ 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

✴️ CZ: "I have almost no fiat money, I use crypto for everyday expenses."

⚠️✴️ DeFi hacks in April triggered $13B in outflows from the sector — Binance Research

❗️🌎 AI agents will soon replace conventional apps — Qualcomm CEO predicts

QUALCOMM CEO SAYS AI AGENTS WILL REPLACE APPS

⚠️🇷🇺🇦🇪 Russian demand for real estate in the UAE has fallen by more than 60% due to the military conflict and inflated prices — Vedomosti

⚠️🇦🇲 Military exercises Eagle Partner – 2026 will be held in Armenia from June 17 to 25, with participation from the US, France, and Greece — Armenian Ministry of Defense

🚫🛢🇷🇺 The number of drone attacks on Russia's energy infrastructure has sharply increased in recent months, causing full or partial shutdowns at a number of refineries and significantly reducing output of gasoline, diesel, and jet fuel in Russia, creating conditions for a fuel shortage — RTRS

🌕🇸🇬 Singapore will launch an OTC gold clearing system this year and will also establish gold storage services for central banks — Singapore PM

🇺🇸📉 Retail demand for single stocks has fallen to its lowest level since COVID. — Vanda Research

Some experts consider this a genuine decline in demand and a warning sign for equities.

Others argue it's a trend — retail investors are increasingly moving away from individual stocks and toward ETFs, preferably leveraged ones.

🇨🇳 Alibaba is moving beyond chatbots and launching AI models for robots — SCMP

🚫🇮🇳 India has "blocked" Telegram until June 22

According to the Ministry of Education, the platform was being used for "fraud against candidates" taking medical university entrance exams.

⚠️🇮🇷 CIA Director John Ratcliffe has told Trump that U.S. intelligence raises serious doubts about Iran's willingness to make nuclear concessions. — Axios

🛢️🇷🇺🇹🇷🇪🇺 Russia cut pipeline gas supplies to Turkey by 6% in January–April — TASS

🇩🇪🇮🇹 Germany has officially rejected UniCredit's offer to acquire Commerzbank due to the low proposed price.

⚠️🇬🇧🇷🇺 UK HAS IMPOSED SANCTIONS AGAINST SUBSIDIARIES OF YANDEX AND WILDBERRIES BANKS

ROSSGOSSTRAKH IS ON THE LIST