Aralyx Market Intelligence

Actionable market intelligence from the @aralyx trading floor. Tracking macro, OSINT/geopolitical risk, news and market events for traders.

[Aralyx Market Intelligence @aralyxMI]

🇺🇸 US 7-year note auction draws 4.260%, matches pre-sale when issued yield.

[Aralyx Market Intelligence @aralyxMI]

$AAPL shares down 6% after raising prices across its MacBook and iPad lineup, citing surging memory chip costs.

• Largest decline in share price since April 2025

• Heavy increases in pricing.

• Apple passing cost increases directly to customers.

• Investors remain uncertain over Apple's chip costing and supply.

[Aralyx Market Intelligence @aralyxMI]

🇮🇷 The IRGC issues a warning to vessels transiting the Strait of Hormuz via undesignated routes and without permission

"Vessels transiting outside of the designated routes are responsible for any consequences"

h/t @_MartinKelly_

#oott

[Aralyx Market Intelligence @aralyxMI]

@HFI_Research
@PauloMacro
@crudegusher
@OilCfd

[Aralyx Market Intelligence @aralyxMI]

UKMTO issues a warning:

• Incident 7.5NM southest of Dahit, Oman

• Cargo vessel hit on starboard side by unkown projectile

• Damage caused to the bridge

• No casualities or environmental impact reported

#oott

[Aralyx Market Intelligence @aralyxMI]

UKMTO issues a warning:

• Incident 7.5NM southest of Dahit, Oman

• Cargo vessel hit on starboard side by unkown projectile

• Damage caused to the bridge

• No casualities or environmental impact reported

#oott

[Aralyx Market Intelligence @aralyxMI]

🇮🇷
• Iran wants to charge ships transiting the Strait of Hormuz for security, safety and environmental services

• The plan could generate up to $40 billion a year for states involved, if adopted

• Tehran is comparing the proposal to Turkey’s fees on ships using the Dardanelles

• Iran is pitching the idea to China and other Middle Eastern countries

via @WSJ

[Aralyx Market Intelligence @aralyxMI]

🇱🇧 🇮🇱

• Lebanon and Israel talks have reached a “dead end” due to the issue of Israel’s withdrawal, or lack thereof, from southern Lebanon

• The Trump administration is pushing for an agreement that includes a "phased withdrawal" of Israel from southern Lebanon

via @AlArabiya_Eng

[Aralyx Market Intelligence @aralyxMI]

@HFI_Research
@OilCfd
@PauloMacro
@Faytuks
@sentdefender
@Osint613

[Aralyx Market Intelligence @aralyxMI]

🇮🇷 The IRGC issues a warning to vessels transiting the Strait of Hormuz via undesignated routes and without permission

"Vessels transiting outside of the designated routes are responsible for any consequences"

h/t @_MartinKelly_

#oott

[Aralyx Market Intelligence @aralyxMI]

For reference, here is the map of the "designated routes" published by the Iranian National Security Commission

@LloydsList

[Aralyx Market Intelligence @aralyxMI]

🇮🇷 The IRGC issues a warning to vessels transiting the Strait of Hormuz via undesignated routes and without permission

"Vessels transiting outside of the designated routes are responsible for any consequences"

h/t @_MartinKelly_

#oott

[Aralyx Market Intelligence @aralyxMI]

🇮🇷 Multiple vessels appear to be turning around after the IRGC warning

https://t.co/HaK8zv7jcC

[Windward @WindwardAI]

🚨 Four tankers turned around in the Strait of Hormuz while transiting the southern shipping corridor in Omani waters.

The maneuver followed an IRGC broadcast on VHF Channel 16 stating: "Transit only with IRGC permission, on designated routes. No permission, AIS off, or off-route, and you carry the consequences."

This is a developing situation. Stay tuned for updates.

[Aralyx Market Intelligence @aralyxMI]

🇶🇦 🛢️ QatarEnergy issues its first crude oil tender since the Iran conflict, signalling a gradual return to normal export activity.

#OOTT

[Aralyx Market Intelligence @aralyxMI]

🇺🇸 US jobless claims 215,000 vs. 225,000 expected

[Aralyx Market Intelligence @aralyxMI]

🇺🇸 US PCE broadly in line, though consumer spending misses expectations.

• US May core PCE price index rises 0.3% month on month vs. 0.3% expected

• US May PCE price index rises 0.4% month on month vs. 0.5% expected

• US May personal spending falls 0.7% month on month vs. +0.6% expected