> U.S. Q1 CURRENT ACCOUNT BALANCE -226.8 BLN DLRS (CONS -215.0 BLN) VS Q4 BALANCE -221.1 BLN (PREV -190.7 BLN)
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> JPMORGAN LOWERS OIL PRICE OUTLOOK
JPMORGAN CUT ITS BRENT CRUDE FORECAST FOR THE SECOND HALF OF 2026, CITING WEAKER INVENTORY DRAWS AND SOFTER-THAN-EXPECTED DEMAND.
THE BANK NOW SEES BRENT AVERAGING $86 PER BARREL IN Q3, $80 IN Q4, AND ENDING 2026 AT $78.
JPMORGAN ALSO WARNED THAT EXCESS SUPPLY COULD REQUIRE PRODUCTION CUTS IN EARLY 2027.
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JPMORGAN CUT ITS BRENT CRUDE FORECAST FOR THE SECOND HALF OF 2026, CITING WEAKER INVENTORY DRAWS AND SOFTER-THAN-EXPECTED DEMAND.
THE BANK NOW SEES BRENT AVERAGING $86 PER BARREL IN Q3, $80 IN Q4, AND ENDING 2026 AT $78.
JPMORGAN ALSO WARNED THAT EXCESS SUPPLY COULD REQUIRE PRODUCTION CUTS IN EARLY 2027.
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> BITCOIN DROP COULD PRESSURE STRATEGY
STRATEGY’S $53 BILLION BITCOIN HOLDINGS CURRENTLY COVER ITS FINANCING COSTS, BUT A DEEPER BITCOIN DECLINE COULD MAKE FUNDING MORE DIFFICULT.
ANALYSTS ESTIMATE THAT IF BITCOIN FALLS TO $30,000, STRATEGY MAY NEED SUBSTANTIAL SHARE ISSUANCE TO MEET OBLIGATIONS, INCREASING PRESSURE ON MSTR STOCK.
IN A SEVERE DOWNTURN, SELLING BITCOIN COULD BECOME A FALLBACK OPTION, POTENTIALLY ADDING FURTHER PRESSURE TO THE CRYPTOCURRENCY.
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STRATEGY’S $53 BILLION BITCOIN HOLDINGS CURRENTLY COVER ITS FINANCING COSTS, BUT A DEEPER BITCOIN DECLINE COULD MAKE FUNDING MORE DIFFICULT.
ANALYSTS ESTIMATE THAT IF BITCOIN FALLS TO $30,000, STRATEGY MAY NEED SUBSTANTIAL SHARE ISSUANCE TO MEET OBLIGATIONS, INCREASING PRESSURE ON MSTR STOCK.
IN A SEVERE DOWNTURN, SELLING BITCOIN COULD BECOME A FALLBACK OPTION, POTENTIALLY ADDING FURTHER PRESSURE TO THE CRYPTOCURRENCY.
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> HORMUZ FERTILIZER TRADE REBOUNDS
FERTILIZER SHIPMENTS THROUGH THE STRAIT OF HORMUZ ARE RECOVERING AFTER THE U.S.-IRAN INTERIM PEACE DEAL, EASING CONCERNS OVER GLOBAL SUPPLY DISRUPTIONS.
AT LEAST 16 FERTILIZER VESSELS HAVE EXITED THE STRAIT, WHILE WEEKLY EXPORTS HAVE REBOUNDED TO NEARLY 530,000 TONS FROM NEAR-ZERO LEVELS DURING THE CONFLICT.
THE RECOVERY HAS HELPED DRIVE UREA PRICES LOWER AND REDUCED RISKS TO GLOBAL FOOD INFLATION.
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FERTILIZER SHIPMENTS THROUGH THE STRAIT OF HORMUZ ARE RECOVERING AFTER THE U.S.-IRAN INTERIM PEACE DEAL, EASING CONCERNS OVER GLOBAL SUPPLY DISRUPTIONS.
AT LEAST 16 FERTILIZER VESSELS HAVE EXITED THE STRAIT, WHILE WEEKLY EXPORTS HAVE REBOUNDED TO NEARLY 530,000 TONS FROM NEAR-ZERO LEVELS DURING THE CONFLICT.
THE RECOVERY HAS HELPED DRIVE UREA PRICES LOWER AND REDUCED RISKS TO GLOBAL FOOD INFLATION.
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> $SPCX - SPACEX’S XAI IS DOUBLING DOWN ON VIDEO- AND IMAGE-GENERATING TOOLS-THE INFORMATION
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> OIL FALLS AS HORMUZ TRAFFIC RECOVERS
OIL PRICES DROPPED TO THEIR LOWEST LEVELS SINCE THE START OF THE CONFLICT AS MORE SHIPS RESUMED TRANSITS THROUGH THE STRAIT OF HORMUZ UNDER THE U.S.-IRAN AGREEMENT.
TRUMP SAID IRAN IS NOT CHARGING TOLLS OR OTHER FEES ON VESSELS USING THE ROUTE.
RISING SUPPLY, SOFTER DEMAND, AND A STRONGER DOLLAR ARE ADDING PRESSURE TO CRUDE PRICES, THOUGH SUPPLY RISKS REMAIN.
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OIL PRICES DROPPED TO THEIR LOWEST LEVELS SINCE THE START OF THE CONFLICT AS MORE SHIPS RESUMED TRANSITS THROUGH THE STRAIT OF HORMUZ UNDER THE U.S.-IRAN AGREEMENT.
TRUMP SAID IRAN IS NOT CHARGING TOLLS OR OTHER FEES ON VESSELS USING THE ROUTE.
RISING SUPPLY, SOFTER DEMAND, AND A STRONGER DOLLAR ARE ADDING PRESSURE TO CRUDE PRICES, THOUGH SUPPLY RISKS REMAIN.
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> TWO DEAD IN ISRAELI DRONE STRIKE ON VEHICLE IN SOUTHERN LEBANON, MEDICAL AND SECURITY SOURCES SAY
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> JPMORGAN LIFTS S&P 500 TARGET
JPMORGAN RAISED ITS YEAR-END S&P 500 TARGET TO 7,800, CITING AN “UNPRECEDENTED” EARNINGS UPGRADE CYCLE FUELED BY THE AI INVESTMENT BOOM AND EASING GEOPOLITICAL RISKS.
THE BANK LIFTED ITS 2026 EPS FORECAST TO $350 AND EXPECTS STRONG PROFIT GROWTH THROUGH 2027.
JPMORGAN REMAINS BULLISH ON TECHNOLOGY, AI, DEFENSE AND BANKS, BUT WARNS SPECULATIVE GROWTH STOCKS FACE ELEVATED CORRECTION RISK.
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JPMORGAN RAISED ITS YEAR-END S&P 500 TARGET TO 7,800, CITING AN “UNPRECEDENTED” EARNINGS UPGRADE CYCLE FUELED BY THE AI INVESTMENT BOOM AND EASING GEOPOLITICAL RISKS.
THE BANK LIFTED ITS 2026 EPS FORECAST TO $350 AND EXPECTS STRONG PROFIT GROWTH THROUGH 2027.
JPMORGAN REMAINS BULLISH ON TECHNOLOGY, AI, DEFENSE AND BANKS, BUT WARNS SPECULATIVE GROWTH STOCKS FACE ELEVATED CORRECTION RISK.
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> US ENERGY FIRMS FALL AS OIL PRICES HIT LOWEST SINCE START OF IRAN WAR, DOWN NEARLY 4%
CHEVRON DOWN 2.3%, EXXON MOBIL DOWN 2.5%, CONOCOPHILLIPS DOWN 2.7%
VALERO ENERGY DOWN 2.3%, DEVON ENERGY DOWN 2.7%
OCCIDENTAL PETROLEUM DOWN 3%, APA CORP DOWN 3.5%
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CHEVRON DOWN 2.3%, EXXON MOBIL DOWN 2.5%, CONOCOPHILLIPS DOWN 2.7%
VALERO ENERGY DOWN 2.3%, DEVON ENERGY DOWN 2.7%
OCCIDENTAL PETROLEUM DOWN 3%, APA CORP DOWN 3.5%
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> $SPCX - SHORT SELLERS TARGET SPACEX
BEARISH BETS AGAINST SPACEX ARE RISING AFTER THE STOCK FELL ABOUT 30% FROM ITS POST-IPO HIGH.
SHORT INTEREST JUMPED TO 13% FROM 8% IN ONE SESSION, ACCORDING TO ORTEX, SIGNALING GROWING EXPECTATIONS OF FURTHER DECLINES.
HOWEVER, ANALYSTS WARN THE STOCK REMAINS VULNERABLE TO A SHORT SQUEEZE, AS STRONG INVESTOR DEMAND AND LIMITED SHARE AVAILABILITY COULD TRIGGER A SHARP REBOUND.
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BEARISH BETS AGAINST SPACEX ARE RISING AFTER THE STOCK FELL ABOUT 30% FROM ITS POST-IPO HIGH.
SHORT INTEREST JUMPED TO 13% FROM 8% IN ONE SESSION, ACCORDING TO ORTEX, SIGNALING GROWING EXPECTATIONS OF FURTHER DECLINES.
HOWEVER, ANALYSTS WARN THE STOCK REMAINS VULNERABLE TO A SHORT SQUEEZE, AS STRONG INVESTOR DEMAND AND LIMITED SHARE AVAILABILITY COULD TRIGGER A SHARP REBOUND.
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