> IRAN IRGC THREATENS ANY SHIP USING THE NEW US‑BACKED HORMUZ ROUTE | PER LLOYD’S
OMAN AND THE IMO OPENED A SOUTHERN CORRIDOR TO EVACUATE 11,000+ STRANDED SEAFARERS, MINE‑CLEARED AND US‑COORDINATED.
IRAN SAYS ONLY ITS NORTHERN ROUTE IS AUTHORIZED, NOW DEMANDS SHIPS CONTACT THE IRGC ON CHANNEL 16, REQUIRES IRANIAN INSURANCE TO TRANSIT, AND HAS STOPPED ISSUING NEW PERMITS FOR ITS OWN LANE. SOUTHERN‑ROUTE SHIPS ARE PASSING UNHARMED UNDER US COORDINATION SO FAR, BUT THE CONFLICTING ORDERS LEAVE EVERY VESSEL GUESSING.
14 SEAFARERS HAVE ALREADY DIED IN THE CONFLICT.
DEVELOPING
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OMAN AND THE IMO OPENED A SOUTHERN CORRIDOR TO EVACUATE 11,000+ STRANDED SEAFARERS, MINE‑CLEARED AND US‑COORDINATED.
IRAN SAYS ONLY ITS NORTHERN ROUTE IS AUTHORIZED, NOW DEMANDS SHIPS CONTACT THE IRGC ON CHANNEL 16, REQUIRES IRANIAN INSURANCE TO TRANSIT, AND HAS STOPPED ISSUING NEW PERMITS FOR ITS OWN LANE. SOUTHERN‑ROUTE SHIPS ARE PASSING UNHARMED UNDER US COORDINATION SO FAR, BUT THE CONFLICTING ORDERS LEAVE EVERY VESSEL GUESSING.
14 SEAFARERS HAVE ALREADY DIED IN THE CONFLICT.
DEVELOPING
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> RUBIO: THERE IS ZERO SUPPORT FROM GULF COUNTRIES FOR TOLLS OR FEES ON STRAIT OF HORMUZ
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> IRAN AND OMAN'S FOREIGN MINISTERS STRESS IN PHONE CALL THE IMPORTANCE OF COORDINATION IN RELATION TO MARITIME TRAFFIC IN STRAIT OF HORMUZ - ARAQCHI'S TELEGRAM ACCOUNT
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> BITCOIN CLIMBS AS TECH BOOSTS RISK APPETITE
BITCOIN ROSE AS UPBEAT EARNINGS FROM MICRON AND A STRONG OUTLOOK FROM QUALCOMM LIFTED TECH SENTIMENT, EASING CONCERNS OVER THE AI TRADE. INVESTORS NOW TURN TO U.S. PCE INFLATION DATA, WHICH COULD SHAPE FEDERAL RESERVE RATE EXPECTATIONS. BITCOIN GAINED 0.3% TO $61,106 AFTER BRIEFLY HITTING A 20-MONTH LOW OF $59,062
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BITCOIN ROSE AS UPBEAT EARNINGS FROM MICRON AND A STRONG OUTLOOK FROM QUALCOMM LIFTED TECH SENTIMENT, EASING CONCERNS OVER THE AI TRADE. INVESTORS NOW TURN TO U.S. PCE INFLATION DATA, WHICH COULD SHAPE FEDERAL RESERVE RATE EXPECTATIONS. BITCOIN GAINED 0.3% TO $61,106 AFTER BRIEFLY HITTING A 20-MONTH LOW OF $59,062
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> TRUMP'S THURSDAY CALENDAR
🔸8:00 AM – EXECUTIVE TIME
🔸2:00 PM – MEETS WITH THE SPEAKER OF THE HOUSE
🔸3:30 PM – POLICY MEETING
🔸6:00 PM – TELE-RALLY
🔸7:00 PM – ROSE GARDEN DINNER WITH AMERICAN FARMERS
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🔸8:00 AM – EXECUTIVE TIME
🔸2:00 PM – MEETS WITH THE SPEAKER OF THE HOUSE
🔸3:30 PM – POLICY MEETING
🔸6:00 PM – TELE-RALLY
🔸7:00 PM – ROSE GARDEN DINNER WITH AMERICAN FARMERS
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> $SPCX - SPACEX BOND SALE SIGNALS MARKETS ARE IN ‘BUBBLE TERRITORY’, WARNS ALLIANZ CIO
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> BOFA: DEFENSIVES COULD SHINE IF AI HYPE FADES
BANK OF AMERICA STRATEGIST SEBASTIAN RAEDLER WARNS INVESTORS TO CONSIDER DEFENSIVE SECTORS LIKE CONSUMER STAPLES AND PHARMA IF AI SPENDING PROVES UNSUSTAINABLE. HE ARGUES AI PROFITABILITY MAY FALL AS CHEAPER MODELS EMERGE AND CUSTOMERS RESIST HIGHER PRICES. WHILE UPBEAT FORECASTS FROM MICRON AND QUALCOMM HAVE LIFTED SENTIMENT, RAEDLER SAYS BONDS AND DEFENSIVE STOCKS COULD OUTPERFORM IF THE AI TRADE WEAKENS.
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BANK OF AMERICA STRATEGIST SEBASTIAN RAEDLER WARNS INVESTORS TO CONSIDER DEFENSIVE SECTORS LIKE CONSUMER STAPLES AND PHARMA IF AI SPENDING PROVES UNSUSTAINABLE. HE ARGUES AI PROFITABILITY MAY FALL AS CHEAPER MODELS EMERGE AND CUSTOMERS RESIST HIGHER PRICES. WHILE UPBEAT FORECASTS FROM MICRON AND QUALCOMM HAVE LIFTED SENTIMENT, RAEDLER SAYS BONDS AND DEFENSIVE STOCKS COULD OUTPERFORM IF THE AI TRADE WEAKENS.
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> IRAN'S PARLIAMENT SPEAKER QALIBAF: AMERICA FALSELY CLAIMS OUR UNFROZEN ASSETS WILL BUY THEIR AGRICULTURE
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> INVESTOR CONFIDENCE SLUMPS AS RECESSION FEARS GROW
ONLY 25% OF AMERICANS BELIEVE NOW IS A GOOD TIME TO INVEST, DOWN FROM 34% LAST QUARTER, ACCORDING TO AN ALLIANZ SURVEY. HALF OF INVESTORS HAVE REDUCED PORTFOLIO RISK, WHILE 62% EXPECT A RECESSION AND 71% FEAR MARKET VOLATILITY WILL HURT THEIR FINANCES. GEN Z IS THE MOST CONCERNED, CITING JOB SECURITY AND WEAKER SAVINGS.
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ONLY 25% OF AMERICANS BELIEVE NOW IS A GOOD TIME TO INVEST, DOWN FROM 34% LAST QUARTER, ACCORDING TO AN ALLIANZ SURVEY. HALF OF INVESTORS HAVE REDUCED PORTFOLIO RISK, WHILE 62% EXPECT A RECESSION AND 71% FEAR MARKET VOLATILITY WILL HURT THEIR FINANCES. GEN Z IS THE MOST CONCERNED, CITING JOB SECURITY AND WEAKER SAVINGS.
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> *US MAY PCE PRICE INDEX RISES 0.4% M/M; EST. +0.5%
*US MAY PCE PRICE INDEX RISES 4.1% Y/Y; EST. +4.1%
*US MAY CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US MAY CORE PCE PRICE INDEX RISES 3.4% Y/Y; EST. +3.4%
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*US MAY PCE PRICE INDEX RISES 4.1% Y/Y; EST. +4.1%
*US MAY CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US MAY CORE PCE PRICE INDEX RISES 3.4% Y/Y; EST. +3.4%
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> US JOBLESS CLAIMS -12K TO 215K IN JUN-20 WK; SURVEY 223K
US JUN-13 WEEK CONTINUING CLAIMS +21K TO 1,821,000
US JUN-13 WEEK JOBLESS CLAIMS REVISED TO 227K
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US JUN-13 WEEK CONTINUING CLAIMS +21K TO 1,821,000
US JUN-13 WEEK JOBLESS CLAIMS REVISED TO 227K
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> U.S. Q1 GDP REVISED HIGHER
THE U.S. ECONOMY GREW AT AN ANNUALIZED 2.1% IN THE FIRST QUARTER OF 2026, UP FROM THE PREVIOUS ESTIMATE OF 1.6%. THE UPWARD REVISION WAS MAINLY DRIVEN BY LOWER IMPORTS, PARTLY OFFSET BY WEAKER CONSUMER SPENDING.
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THE U.S. ECONOMY GREW AT AN ANNUALIZED 2.1% IN THE FIRST QUARTER OF 2026, UP FROM THE PREVIOUS ESTIMATE OF 1.6%. THE UPWARD REVISION WAS MAINLY DRIVEN BY LOWER IMPORTS, PARTLY OFFSET BY WEAKER CONSUMER SPENDING.
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