Market Signals

DANSKE BANK NOW EXPECTS FED HIKES, NOT CUTS — 25BP IN DEC 2026 AND MAR 2027

GLOBAL BOND YIELDS SURGE ON IRAN WAR, STRAIT OF HORMUZ CLOSURE

$CAG

TRUMP ADMINISTRATION SUES CALIFORNIA OVER 'GLOCK BAN' LAW TARGETING MACHINE GUN PISTOLS - LATIMES

ISHARES 7-10 YEAR TREASURY BOND ETF DECLARES $0.3111 DIVIDEND - SEEKINGALPHA

ISHARES IBONDS DEC 2031 TERM TREASURY ETF DECLARES $0.0618 DIVIDEND - SEEKINGALPHA

SK HYNIX FILES AMENDED F-1 WITH SEC, AS IT BEGINS U.S. IPO PROCESS - YONHAP

THIS RARE, WIDENING GAP BETWEEN BIG TECH AND SEMICONDUCTOR STOCKS IS FLASHING A WARNING FOR THE BROADER MARKET - MARKETWATCH

MARVELL TECHNOLOGY: THE $5 BILLION GUIDE RAISE BEHIND THE JENSEN POP - SEEKINGALPHA

NVIDIA: 3 KEY THREATS ARE GAINING MOMENTUM AND VISIBILITY — via SEEKINGALPHA

INSIDER TRADES: NVIDIA, JPMORGAN AND OCCIDENTAL PETROLEUM AMONG NOTABLE NAMES — via SEEKINGALPHA

(URGENT) CHINESE, RUSSIAN MILITARY AIRCRAFTS BRIEFLY ENTER S. KOREA'S AIR DEFENSE ZONE: JCS — via YONHAP

Deepinfar - DJI of UUV/ROV

FIRST-QUARTER GDP GETS BIG BOOST, BUT IT’S NOT REALLY GREAT NEWS — via MARKETWATCH

OPENAI AND BROADCOM ANNOUNCE CHIP DESIGNED FOR LLM INFERENCE AT SCALE — via ARSTECHNICA

MICRON IS TECH'S NEW MARGIN KING AS MEMORY CRISIS PUSHES COMPANY PAST NVIDIA AND META — via CNBC

If inflation is transitory, one should call it as such. If it is persistent, then say it is persistent.

PREDICTION MARKET POLLS FIND US VOTERS PREFER FEDERAL RULES OVER STATE PATCHWORK — via THEBLOCK

SENATE BACKS IRAN WAR POWERS RESOLUTION AS GOP PRESSURE GROWS ON TRUMP'S DEAL TO END WAR — via CNBC

NVIDIA'S STOCK STRUGGLES AS KALSHI TRADERS BET CHIP PRICES ARE COMING DOWN — via CNBC

SPACEX SIGNED A $6.3 BILLION COMPUTING DEAL WITH OPEN-SOURCE AI STARTUP REFLECTION — via QZ

This is a pretty interesting idea

TRUMP SAYS REPAIR WORK TO BEGIN ‘IMMEDIATELY’ ON BELEAGUERED REFLECTING POOL — via GUARDIAN

FORMER OLYMPIAN AMONG THOSE CHARGED WITH VANDALIZING REFLECTING POOL; TRUMP VOWS IMMEDIATE REPAIRS: REPORT — via FOX

NOTABLE TECH HEADLINES FOR THE WEEK: ACCENTURE, NVIDIA, MICRON IN FOCUS — via SEEKINGALPHA

ASML denies selling EUV chipmaking tool to China after report of US concern

Did US govt find out that China has a couple of EUV prototypes (Reuters even reported) being tested out & think it was from ASML?

MARKETS: Viva la @42Macro Paradigm C Bull Market Bubble™. It may take a painful pause this summer as the Fed tightens policy, but investors must under

TRUMP COMMENTS FUEL DISPUTE OVER POLYMARKET’S $120 MILLION ‘PERMANENT’ IRAN PEACE DEAL MARKET — via THEBLOCK

THE PEACE DEAL IS IN THE PRICE: GOLDMAN SACHS LOWERS ITS OIL-PRICE TARGET TO MARKET LEVELS — via MARKETWATCH

BANK OF JAPAN HIKES RATES TO HIGHEST SINCE 1995 AS YEN LANGUISHES AT HISTORIC LOWS — via CNBC

EVEN NVIDIA IS JOINING THE AI BORROWING SPREE, WITH A HISTORIC $20 BILLION BOND DEAL — via MARKETWATCH

Palestinian death toll in Gaza tops 73,000, officials say, as Israel strikes despite ceasefire — via PBS

WARSH MAY BE WALKING INTO ONE OF THE HARDEST FED SETUPS IN MODERN HISTORY.

WHAT HAPPENS WHEN THE FED, TREASURY, INFLATION, DEBT, PRIVATE CREDIT, AND MARKET STRUCTURE ALL COLLIDE?

⛽️ U.S. CRUDE STOCKPILES PLUNGE ROUGHLY 17 MILLION BARRELS AS HORMUZ CRISIS DRAGS ON

THE ECONOMIST ON KEY STRUCTURAL CHANGES TO THE US TREASURY MARKET. IT CONCLUDES THAT:

⭕️ NEW FROM PRESIDENT TRUMP ON IRAN NEGOTIATIONS:

THROUGH ECONOMIC FURY, THE TREASURY DEPARTMENT IS DISRUPTING THE FOREIGN PROCUREMENT NETWORKS THAT SUPPORT THE IRANIAN MILITARY’S EFFORTS TO ACQUIRE W

BEFORE, APPLYING TO ANY JD ON DEEPSEEK’S MOKA CAREERS SITE FELT ALMOST THE SAME. THEY WOULD ROUTE YOU TO THE MOST SUITABLE TEAM AUTOMATICALLY. THEY DI

IN AN ILLIQUIDITY CRISIS, THE FED’S CHOICES NARROW VERY QUICKLY.

BREAKING: IN RESPONSE TO TRUMP'S THREATS, IRAN SAYS THE OPERATIONAL READINESS IS NOW "AT 100 OUT OF 100," WITH A WAR RESTART SEEN AS "EXISTENTIAL" AND

BREAKING: The US is expected to launch a major broader-scope attack on Iran in the coming hours, far beyond the scope of last night's strikes, with Is

FISA IS A CRITICAL TOOL THAT ALLOWS TREASURY TO STOP TERRORISTS FROM UTILIZING THE FINANCIAL SYSTEM TO CARRY OUT ATTACKS AGAINST THE UNITED STATES AND

AS YOU KNOW, I AM AMONG THOSE WHO BELIEVE THE FEDERAL RESERVE’S COMMUNICATION APPROACH, INCLUDING FORWARD GUIDANCE, NEEDS SERIOUS REFORM.

⭕️ New from President Trump on Iran Negotiations:

IRAN FIRES MISSILES AT ISRAEL FOR FIRST TIME IN TWO MONTHS; TRUMP TELLS NETANYAHU NOT TO RETALIATE HTTPS://T.CO/BDDEZXEH2L — VIA @TIMESOFISRAEL

INFLATION IS PERKING UP AGAIN, WITH THE PCE UP 3.8% YEAR-OVER-YEAR AND THE CORE PCE UP 3.3%. THE LATTER IS OF LITTLE COMFORT TO ANYONE WHO BUYS GROCER

I THINK: INFLATION PRESSURE IS OVERSTATED; LABOR MARKET INFLECTING HIGHER NOT OVERHEATING; PRIVATE CREDIT RISK EH; NONBANK LEVERAGE IS WHATEVER; THE F

🚨 BREAKING: U.S. launches new strikes on Iran as explosions reported near the Strait of Hormuz