Gℹ🅿️🅰️6️⃣9️⃣

i love finance, music, family & friends

[Daniela Gabor @DanielaGabor]

the Venezuelan economy is growing SLOWER than under sanctions because the Trump Administration has kept the oil money, and even brags about it.

[China Daily @ChinaDaily]

Chinese researchers have developed the world's first bionic neuromorphic auditory nerve interface, a groundbreaking electronic device that bypasses damaged natural auditory nerves to deliver processed sound signals straight to the neural pathways. https://t.co/P4kHhin7Q7

[Karel Mercx @KarelMercx]

Meanwhile, European gas prices are climbing toward 52-week highs.

[Barchart @Barchart]

JUST IN 🚨: China's government just pumped 13.8 Billion Yuan ($2 Billion USD) into their largest ETF tracking semiconductor stocks, the fund's largest inflow in history 🤯 👀

[LiveSquawk @LiveSquawk]

Semiconductor Worker Shortfall Endangers US Chip Factory Revival - @business
https://t.co/JoEJXnBmN6

[PiQ @PiQMarkets]

US accuses China of nuclear proliferation after ballistic missile test

The United States and allies have voiced alarm over China's nuclear program following a test-firing of a long-range ballistic missile from a submarine into the Pacific. Washington accused Beijing of rapidly expanding its nuclear arsenal, while regional governments called the launch destabilizing and provocative. https://t.co/Xj35xKEmCY

[Lukas Ekwueme @ekwufinance]

BTIG: Semiconductors are at risk of topping.

Meanwhile, they represent ~20% of the S&P 500.

What could possibly go wrong?

[David Buik @truemagic68]

Asian bourses tumble over 'AI' valuation concerns - at 6.34am BST - 7/7/26 - NIKKEI - 68,028.58 (-2.45%) −1,709.11, HANG SENG – 23,527.26 (-0.38%) −89.06, SHANGHAI - 3,990.74 (-1.25%) −50.50, KOSPI - 7,404.48 (-8.03%) −646.85

[TheNarrator @TheNarrator000]

Homes are for living in, not for speculation. This is the difference now that is breaking the US middle class and inevitably causing a crisis.

[Robert (infra 🏛️⌛️) @infraa_]

The labor force participation rate correlates almost perfectly to Personal Income adjusted for inflation
(denominated in M2/adjusted for monetary inflation)

The peak in both, corresponds to the start of hyper-globalization and the China Shock

[fabienne billat @fadouce]

La société 🇺🇸 Anthropic a accusé Alibaba le géant chinois 🇨🇳
d'avoir illicitement extrait les capacités de son modèle d'IA Claude
dans ce qu'elle a qualifié d'attaque la plus importante connue de ce type contre l'entreprise
https://t.co/sX3U6HlvR6

[ACEMAXX ANALYTICS @acemaxx]

The recent #selloff has put leveraged exchange-traded funds#ETF under a spotlight, prompting the country’s top regulator to acknowledge the risks of allowing single-stock leveraged products.

[Holger Zschaepitz @Schuldensuehner]

OUCH! #Bitcoin just dropped below its key 200-week moving average; a level long watched by crypto bulls as a major line in the sand. Momentum has clearly turned, and the chart is now testing whether this is just another shakeout… or the start of a deeper reset.

[Eric Basmajian @EPBResearch]

In the last 4 quarters, Cyclical GDP is up $103 billion (~2% growth).

Information processing equipment is up $148 billion.

Cyclical GDP is expanding at a healthy pace, but over 100% of the growth is from computer equipment.

[Simon Kuestenmacher @simongerman600]

The world is buying heaps of electric trucks now. Well, at least China is...

[zerohedge @zerohedge]

Hyperscalers vs Chips

[Patrick Collison @patrickc]

New from Stripe Economics: The Age of the Solopreneur

https://t.co/GTS8jEcK5z

[Gary Bohm @GaryBohm5]

Central bank demand for gold is not just intact after the recent pullback, it is accelerating to record levels. A record 45% of surveyed central banks say they plan to increase their gold reserves over the next 12 months. Just 1% plan to reduce holdings. 89% expect global central bank gold reserves to increase over the next year. And 84% expect them to be higher five years from now. These are not the hedging decisions of nervous retail investors. These are the deliberate, long-horizon reserve allocation decisions of sovereign institutions that manage the financial foundations of entire nations.

[Jack Prandelli @jackprandelli]

🚨 Asia just outbid Europe for winter gas, and the chart shows exactly when it happened.

Asian LNG imports jumped month-on-month in June 2026, with the black line climbing from 935 to 1,050 Mcm/d.

The increase was broad, but led by China and India pulling more cargoes.

In both cases, imports are still running below their contract levels, meaning there's more upside demand to come.

This is the mechanism behind Europe's storage problem.

Asia and Europe bid for the same flexible LNG cargoes.

When Asian demand rises, those cargoes sail east, and Europe struggles to import enough to refill tanks before winter.

The numbers have held all month, so this isn't a one-week blip. It's a sustained pull toward Asia.

Watch the spread between Asian and European demand into autumn.

If Asia stays above contract, Europe's winter storage race gets harder, not easier.