Market Signals

SK HYNIX: SOUTH KOREAN MEMORY CHIP TITAN RAISES $26.5BN IN THE US - NIKKEI

JAPAN'S TAISEI, FANUC DEVELOP AI WAREHOUSE THAT DOUBLES SPACE EFFICIENCY - NIKKEI

SK HYNIX: THE SOUTH KOREAN MEMORY CHIP KING SET TO RAISE $26.5BN IN THE US - NIKKEI

📊 10Y-2Y Treasury Spread: 0.38 bp (+0bp)

CHINA’S ZHIPU AI SHARES SURGE ON $4 BILLION FUNDRAISING - WSJ

Thursday, July 09, 2026: Iran ceasefire blown up — Trump orders new strikes, oil rips, stocks tank. The risk-off trade is back with a vengeance.

SAM ALTMAN SAYS OPENAI'S NEW MODEL IS 54% MORE EFFICIENT TO RUN - QZ

Thursday, July 09, 2026: Trump ends Iran ceasefire, oil spikes, Nasdaq slips but tech stays steady. Nvidia still “too cheap” per BofA.

Thursday, July 09, 2026: US strikes Iran for second straight day, Trump calls interim accord dead. China gave just hours’ warning on a sub-launched Pa

📊 10Y-3M Treasury Spread: 0.69 bp (+0bp)

Wednesday, July 08, 2026. Iran ceasefire implodes — US strikes after tankers hit in Hormuz, oil spikes, stocks slide. Nvidia gets a boost from Perplex

OPENAI'S NEW VOICE MODEL WANTS YOU TO TALK OVER IT - BUSINSIDER

📊 10Y-2Y Treasury Spread: 0.36 bp (+0bp)

Wednesday, July 08, 2026 — US-Iran ceasefire collapses, oil rips, stocks give up the morning. Dow touched 53k for the first time then reversed on Trum

📊 Chicago Fed Nat'l Financial Conditions: -0.50400 index (+0.00%) ⚠️

Wednesday, July 08, 2026 | DeepSeek goes after its own AI silicon, OpenAI gets green light for GPT-5.6, and Norway leans on Beijing over Ukraine.

Tuesday, July 07, 2026

Tuesday, July 07, 2026: NVDA delay report knifed Asian semis, Jensen refuted it quick; Samsung booked a record $58.4B op profit; futures heavy pre-Fed

Tuesday, July 07, 2026. Samsung fails to rally on AI profit surge, China Q2 growth anxiety builds, LG Electronics smashes records.

HORMUZ IN THE REARVIEW AS ASIA-US OCEAN CONTAINER RATES SOAR PAST $7,900 - ZEROHEDGE

July 06, 2026: NVDA takes gloves off with Nemotron, refutes delay, enters $200B market. Q2 earnings kick off, Fed minutes loom. Iran peace deal turns

WATCH: TRUMP SAYS HE NEVER TALKS TO HIS KIDS ABOUT BUSINESS AS PRESIDENT BUT 'I THINK I'M ALLOWED TO' - PBS

UKRAINE HITS RUSSIA LARGEST OIL REFINERY FOR FIRST TIME IN RECORD 3 , 000 KM DRONE STRIKE

CUBA'S ENTIRE POWER GRID COLLAPSES AS CASTRO'S GRANDSON SEEKS TALKS WITH TRUMP - ZEROHEDGE

TRUMP WON SPENDING PROMISES FROM NATO ALLIES LAST YEAR. THIS WEEK, HE'LL TRY TO ENFORCE THEM - PBS

LIBERTY ALL-STAR GROWTH FUND INC RAISES DIVIDEND BY 9.1% TO $0.12 - SEEKINGALPHA

Monday, July 06, 2026. Iran peace deal gets ugly fast, NVDA swings with Nemotron, and Q2 earnings/Fed minutes week is here.

PNC FINANCIAL RAISES DIVIDEND BY 17.6% TO $2.00 - SEEKINGALPHA

STRATEGY: MICHAEL SAYLOR BLINKED, AND THE BITCOIN STORY JUST GOT MORE COMPLICATED - SEEKINGALPHA

KEY EVENTS THIS WEEK: ISM, FOMC MINUTES AND FED SPEAKERS - ZEROHEDGE

MICROSOFT'S 19% STOCK DROP WORST SINCE 2000 - CHOSUN ILBO - GNEWS

MONDAY, JULY 06, 2026 — BYD reclaims global EV crown from Tesla. Trump floats Hong Kong visit. Japan AI chip player OPPSTAR gears up via Malaysia.

CHINA’S BYD SURPASSES TESLA TO REGAIN LEAD IN GLOBAL EV RACE - SCMP

Friday, July 03, 2026 — Iran’s supreme leader funeral begins, Hormuz transits tick up as ceasefire holds. Gold heads for first weekly gain in a month

Friday, July 3, 2026 | Iran peace talks on ice as slain supreme leader’s funeral looms. Trump bought $AAPL, $NVDA before tariff reversal. Nvidia sales

Friday, July 03, 2026 — Yen sinks, BOJ signals an earlier hike; China’s auto and appliance sales sputter as subsidies dry up; PLA drills east of Taiwa

CHINA'S PUSH EAST OF TAIWAN TESTS JAPAN-PHILIPPINES DETERRENCE - NIKKEI

JAPAN EYES AI-POWERED COMEBACK IN FACTORY ROBOT RACE WITH CHINA, EUROPE - NIKKEI

📊 10Y-2Y Treasury Spread: 0.31 bp (+0bp)

📊 10Y-3M Treasury Spread: 0.63 bp (+0bp)

Thursday, July 02, 2026. U.S. added just 57K jobs in June, unemployment 4.2% — rate hike talk just died. Dow ripped. Trump bought $AAPL, $NVDA and oth

Thursday July 2, 2026 – Soft jobs data slashes hike bets, Dow bounces, WTI cracks a 4‑month low. Nvidia gambles on a trillion‑dollar robotics boom and

AMERICA BETS $50 BILLION ON COAL AND GAS POWER, MORE THAN CHINA, AS ELECTRICITY DEMAND SOARS - ZEROHEDGE

Thursday, July 02, 2026 — Yen sinks, BOJ rate hike bets surge. Singapore seizes S$42M mansion in Nvidia chip smuggling bust. Apple lobbies US to buy C

CHINA'S INFLUENCE PIPELINE IS ALREADY ACTIVE IN JAPAN'S INFORMATION SPACE - NIKKEI

📊 10Y-3M Treasury Spread: 0.57 bp (+0bp)

Wednesday, July 01, 2026 — Mag7 sheds $2.3T, Burry reveals shorts on $NVDA & $TSLA. Oil nudges higher as Iran talks stall.

📊 10Y-2Y Treasury Spread: 0.3 bp (+0bp)

XTRACKERS USD HIGH YIELD BB-B EX FINANCIALS ETF DECLARES MONTHLY DISTRIBUTION OF $0.2849 - SEEKINGALPHA

Wednesday, July 01, 2026 | Iran peace talks stall, Big Tech sheds $2.3T, US debt leaps $3.1T post-BBB Act