Netanyahu said “We’re descendants from the original Hebrews of the Holy Land”
97.5% of Israeli jews have absolutely no ancient Hebrew DNA, they're not Semites.
Whereas 80% of Palestinians carry ancient Hebrew DNA.
BREAKING: Trump lost his temper and clashed with Secretary of War Pete Hegseth at Camp David on Friday over extreme US munitions shortages that have limited US military options with Iran, with Trump demanding answers from Hegseth as he thought the munitions issue "had been fixed," per WaPo.
Hegseth defended himself by blaming his deputy Stephen Feinberg for the shortages, prompting Trump to make a "very angry" phone call to Feinberg on Friday evening, with Feinberg then hastily convening a "crisis" meeting of senior military and defense acquisition officials that night to address ways to quickly replenish weaponry.
Hegseth was one of the biggest early advocates for taking military action against Iran, convincing Trump it would be a "quick and relatively easy win," but the ATACMS stockpile is now "drained to the extent that there's basically none left" with the US having used more than 1,300 Army tactical ballistic missiles in the initial weeks alone, and it could be "years" before US inventories are rebuilt.
You need to know this: The Stock markets are now run by algorithms and machines and sentiment analysis models.
These Sentiment models do NOT read a sentence and decide whether it is true. They read who said it, then apply a source authority weight. A head of state carries the highest multiplier in the stack, and no analyst thread will ever match it.
So when the line is that the "Strait is open", that talks are advancing, that normalization is close, the machine does not verify the claim.
It measures that the claim was made, by whom, and how fast it travelled.
Tens of millions of followers plus news channels pickup registers as breadth. Breadth gets read as confirmation. Crude, tanker rates, war risk premiums and defense names reprice inside seconds.
Verification lands hours later, sometimes days. By then the position is closed and the correction moves nothing.
Markets have always moved on information. What is new is that they now move on attribution, and the machinery, AI and sentiment analysis cannot tell the difference between a fact and a well sourced assertion.
Oil still cannot get through the strait of hormuz but the AI does not consider that, it considers that Trump (the actual President of the United States issued the statement and that statement gets ranked the highest, because all news channels and media channels start to report on it).
Read my latest analysis on how the markets are being manipulated here: https://t.co/KnDylx2e73
Signal, Not Noise!!
BREAKING: A source close to Iranian officials says Tehran has documented a pattern of oil market manipulation tied to Axios reports and Trump administration insiders, including evidence of a $9 billion insider trading operation linked to Jared Kushner and Steve Witkoff.
Some of the documented timeline from the $9 billion insider profit:
Between April and May 2026, a series of suspiciously timed trades in oil futures markets preceded major Iran war announcements—each tied to reporting by Axios.
On March 23, approximately $500–580 million in shorts were placed 15 minutes before Trump announced he was postponing strikes on Iran. Oil dropped.
On April 7, roughly $950–960 million in shorts were placed hours before Trump announced a two-week ceasefire with Iran. Oil fell around 15 percent.
On April 17, around $760 million in shorts were placed 20 minutes before Iran's foreign minister announced the reopening of the Strait of Hormuz. Oil dropped.
On April 21, approximately $430 million in shorts were placed 15 minutes before Trump extended the ceasefire. Oil dropped again.
On May 6, nearly $920 million to $1.7 billion in crude oil shorts were placed approximately 70 minutes before an Axios scoop claimed the U.S. and Iran were near a "14-point agreement." Oil dropped 12 percent. Traders made an estimated $125 million. Iran called the report "the Americans' wish list."
Previously, a senior Iranian official told investigative outlet Drop Site News that Tehran privately warned JD Vance during Switzerland talks that Jared Kushner and Steve Witkoff were "abusing" negotiations—"more interested in exploiting insider knowledge to profit in financial markets than reaching a deal."
ICYMI O/N (tgif hagw COYG!!!)
IRAN:
US VP Vance, speaking to reporters about an Iran deal, said, "We're not there yet, but we're very close and we're going to keep on working at it... I can't guarantee that we're going to get there, but right now I feel pretty good about it". (RTRS)
Trump has been seeking advice to ensure the deal is strong enough, according to a CNN source. He has been fixated on ensuring the deal can be marketed as stronger than the 2015 Obama-era nuclear deal from which he withdrew during his first term. (CNN)
Trump has told advisers he will not sign off on any deal in which the US can be said to be giving direct cash payments to Iran. One U.S. official described this to the NYT as a “public relations” challenge, acknowledging that some form of financial relief would be required for Iran. (NYT)
U.S. officials were emphatic to the NYT that Iran would receive no economic relief until the disposal of the nuclear material is settled. (NYT)
Al Arabiya sources report Iran wants to transfer enriched uranium to China with pledge not to hand it to US. The sources noted many points pertaining to Iran’s nuclear program have been resolved and Iran has agreed to international monitoring of nuclear facilities to prevent decommissioning them. (Al Arabiya)
Iranian Parliament's National Security Committee was quoted by Al Arabiya as saying Iran does not intend to transfer enriched uranium to a third country. (Al Arabiya)
Iran is regaining access to vast quantities of missiles stored in underground facilities, new satellite imagery analyzed by CNN shows, casting doubt on US President Donald Trump’s claims of having all but obliterated Tehran’s arsenal. (CNN)
At least three empty LNG tankers are heading toward the Gulf of Oman outside of the Strait of Hormuz, ship-tracking data shows, indicating they could be preparing to pick up gas cargoes from the Persian Gulf. (BBG)
SUPPLY SHOCK:
Saudi Arabia is likely to cut its official selling prices (OSPs) for crude oil to Asia in July for a second month, a Reuters survey showed, as spot premiums eased on sluggish demand despite supply disruptions stemming from tensions in the Middle East. (RTRS)
Japan's crude oil imports fell nearly 66% in April from a year earlier, the Ministry of Economy, Trade and Industry (METI) said on Friday, as the U.S.-Iran conflict disrupted supplies from the Middle East. (RTRS)
Norway is putting pressure on the European Union to remove a moratorium on new oil and gas drilling in the Arctic where almost two thirds of its petroleum resources lie. (BBG)
India’s power generation companies have quadrupled their natural gas purchases from a domestic bourse over the past couple of months to meet surging power demand from searing summer heat. (BBG)
MACRO:
Fed's Kashkari (voter) said it’s too early to conclude that interest rates need to rise, while arguing that the central bank should keep all options on the table. (BBG)
This month’s rally in the dollar, as traders priced in the prospect of higher US interest rates, is leaving Wall Street strategists wary of further gains. (BBG)
'Corporate America Is Starting to Ration AI as Cost Skyrockets' WSJ article notes soaring costs for AI computing tokens are prompting big companies to ration AI use and seek cheaper tools. Only 18% of spending on AI coding tokens translates to shipped products, indicating models need improvement, according to EntelligenceAI. (WSJ)
Investors pulled money from US spot-Bitcoin exchange-traded funds for a ninth straight session, the longest run of withdrawals since the products debuted, underscoring a cooling in demand for the largest cryptocurrency even as broader risk assets rally. (BBG)
Boston Dynamics Inc.’s head of government relations urges US policymakers to step up support for robotics companies as competition intensifies from Chinese humanoids. A potential US tariff on robots “could be of assistance,” he said, “if we approach that in a smart way”. (BBG)
Chinese tech firms are racing to deploy artificial intelligence (AI) models into robots, shifting the battleground for generative AI from digital chatbots to physical autonomous systems. (SCMP)
China issued a sharp warning to the European Union hours before a meeting to discuss potential EU curbs on Chinese exports, setting the stage for a renewed trade barb between the economies. (BBG)
China’s battered consumer-focused funds are showing signs of pivoting to tech as a prolonged demand slump forces even the sector’s most committed backers to rethink their strategy. (BBG)
China’s panda bond issuance has topped 120 billion yuan this year, with a record first quarter underscoring strong demand for yuan-denominated debt. (Shanghai Securities News)
A recent pullback in global gold prices is cooling China investor sentiment, with the number of dip buyers falling and trading in related bank products losing momentum. Some banks are adjusting their gold account business, cutting fees and improving services to attract more customers. (China Securities Journal)
Annual core inflation in Japan's capital stayed below the central bank's 2% target for a fourth straight month in May, data showed on Friday, as fuel and tuition subsidies offset rising raw material costs from the U.S.-Israeli war on Iran. (RTRS)
Japan’s two-year government bond yield edged higher after an auction of the tenor saw slightly weak demand as investors bet on a near-term interest rate hike by the Bank of Japan. (BBG)
Former BoJ member Sakurai said the Bank will probably increase its benchmark rate next month at a meeting that will determine whether authorities can keep from falling behind the curve in fighting inflation. (BBG)
South Korea’s currency is trading around multi-decade lows against the dollar despite surging semiconductor exports and a booming stock market, puzzling investors and traders who had bet on the won appreciating. (FT)
Taiwan revised up its economic growth forecast for this year to 9.64% due to demand for tech goods in the AI era. The economy grew by 14.55% in the first quarter, with Taiwanese tech firms completing a record $14.5 billion of debt deals so far this year. (BBG)
UK business sentiment edged up in May and is now close to its level before the Iran war, according to a monthly survey by Lloyds on Friday which contrasted with most other measures of business and consumer sentiment. (RTRS)
Andy Burnham, who is seeking to become the UK prime minister this summer, said a government led by him would increase regulations on technology companies and intervene more widely in the economy. (BBG)
The founder of far-right party Restore Britain now has greater reach on social media platform X than Nigel Farage, in a sign of how Elon Musk is pulling Britain’s political discourse towards extreme content. (FT)
The Iran war may push medium-term inflation expectations among euro-area consumers higher, according to a European Central Bank blog post that appears to underpin the case for hiking interest rates. (BBG)
French inflation this month climbed to its highest level in more than two years as energy prices continued to rise in response to the war in Iran. (WSJ)
France's economy shrank slightly (-0.1%) in the first quarter, final data from statistics office INSEE showed on Friday, missing the preliminary reading of 0.0% for the euro zone's second-largest economy. (RTRS)
Spain's EU-harmonised 12-month inflation rate rose to 3.6% in May, from 3.5% in the period through April, preliminary data from the National Statistics Institute (INE) showed on Friday. (RTRS)
The Polish government is rushing to sign dozens of military manufacturing contracts before a Sunday deadline, as Warsaw seeks to funnel most of its €43.7bn EU defence loans to the domestic arms industry. (FT)
Polish inflation unexpectedly declined in May, easing pressure on policymakers to quickly adjust policy to the global spike in prices. (BBG)
Australia's struggling opposition Liberal Party installed former Prime Minister Tony Abbott, a pugnacious social conservative and campaigner against climate action, as its president on Friday, reinforcing its swing to the right as it works to regain power. (RTRS)
The data-center boom in Australia, rivaling the country’s once-in-a-generation mining boom, could keep interest rates structurally higher than they were before the pandemic, according to Westpac Banking Corp. (BBG)
RBNZ Governor Breman said on Friday interest rates were likely to increase sooner and by more than previously signalled to combat inflation. (RTRS)
RBNZ's Silk said inflation pressures are building in New Zealand even if the Middle East conflict ends soon, adding that she would be looking at high-frequency data to see if a July rate hike would be warranted. (RTRS)
New Zealand business sentiment recovered slightly in May, but remains near three-year lows as surging fuel prices slow economic growth, damping customer demand and eroding profits. (BBG)
Trans Mountain Corp. plans a second open season this summer for energy firms to secure long-term capacity on the sole oil pipeline running from Alberta to the British Columbia coast, the company’s chief executive says. (BBG)
The US will designate two Brazilian drug cartels as foreign terrorist organisations, threatening to reawaken tensions between Donald Trump and his counterpart Luiz Inácio Lula da Silva as the leftwinger prepares for a re-election campaign. (FT)
Codelco’s new chairman signaled a shift toward profitability over production volume at his first board meeting leading the Chilean state-owned copper giant. (BBG)
Malaysian PM Ibrahim is under growing pressure from a wave of defections to a new party set up by a former protege, analysts and lawmakers said, ahead of an election that could take place as early as this year. (RTRS)
Economists are increasingly doubting Indonesia’s robust growth narrative under President Prabowo Subianto, with the skepticism spilling over into a rare public debate over the reliability of the country’s economic data. (BBG)
GEOPOLITICAL:
A Russian drone struck an apartment building in Romania in what was condemned by Bucharest as a “serious and irresponsible escalation” by Moscow and described by Nato as “reckless”. (FT)
Russia’s spending on Vladimir Putin’s war in Ukraine is on track to blow through its budget by Rbs2tn ($28bn) this year. (FT)
The US military is quietly seeking to bolster its ability to deter or battle China over Taiwan, including with new warship-killing bombs and advanced sea mines, the head of US Indo-Pacific Command said in a report to Congress. (BBG)
'China is building launch pads near its nuclear missile silos' Reuters article notes satellite images show extensive new infrastructure near missile silos. Network boosts China's second-strike capability and nuclear deterrent, analysts say. (RTRS)
Israeli Prime Minister Benjamin Netanyahu ordered the army to expand its control over Gaza’s territory, further squeezing the war-torn enclave. (BBG)
EQUITIES:
SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to Bloomberg sources, down from prior reporting suggesting it was aiming for a valuation above $2 trillion. The target is settling lower after consultations with advisers and investors. (BBG)
Shares in Dell soared nearly 40% in after-hours trading Thursday after the computer hardware maker reported red-hot growth in artificial-intelligence servers for data centers and details emerged about a new $9.7 billion contract with the U.S. military. (WSJ)
AI startup Anthropic closed a funding round at a $965 billion valuation, rocketing past ChatGPT-maker OpenAI as the companies race ahead on expected public listings this year. (WSJ)
Apollo and Blackstone are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure. The debt will be used to purchase Google’s custom chips called TPUs, which Anthropic will then lease, according to Bloomberg sources. Broadcom, which helps Google develop the chips, is backstopping payments on the largest portions of the transaction. (BBG)
Pfizer and China’s Innovent Biologics signed a global agreement worth as much as $10.5 billion to develop cancer drugs, highlighting surging demand for Chinese drugs despite the geopolitical pressures hanging over the biotech sector. (BBG)
IBM and Red Hat have committed $5 billion to establish a new model for open-source software, aiming to secure software supply chains for enterprises. (WSJ)
Gap cut its full-year revenue outlook after sales in its Old Navy brand slowed down. (WSJ)
A rocket being tested by Jeff Bezos’ space company exploded Thursday night, sending an enormous ball of fire into the sky. (WSJ)
Autodesk Inc. has agreed to buy MaintainX, a firm focused on maintenance tools. The all-cash deal values MaintainX at $3.6 billion, Autodesk said Thursday in a statement. (BBG)
Costco Wholesale reported higher third-quarter sales as the retailer continues to draw inflation-weary consumers, including to its fuel pumps. (WSJ)
Foxconn has immense confidence in its growth momentum because of soaring AI demand, Chairman Young Liu said on Friday. The traditional mid-year seasonal slump for tech suppliers no longer happens, Liu said, adding that he was very optimistic about the second half of the year. (RTRS)
MediaTek Inc., Taiwan’s foremost designer of chips for mobile devices, expects revenue from its developing AI data center business to multiply in 2027 after strong growth this year. (BBG)
Samsung Electronics on Friday said it started shipping samples of its latest high-bandwidth memory (HBM) chip to customers, pulling ahead of rivals in distributing a new version of the product critical to AI data centers and sending its shares higher. (RTRS)
A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell. Funds bound by a 10% single-stock cap rule have increasingly hit those limits. (BBG)
Chinese media flag a sharp rally in optical module stocks is raising concerns that valuations are running ahead of fundamentals and that rapid capacity expansion could lead to oversupply. (Shanghai Securities News)
Japanese trading house Mitsui is looking to invest in LNG projects across the Middle East, the U.S. and Australia to meet rising power demand from data centers. (BBG)
Keyence and other factory automation company shares climb after Goldman Sachs raises the price target and ratings for several companies on view that machinery companies are positioned to see beyond peak cycle on AI capex. (BBG)
DATA RECAP (Newsquawk):
French GDP Growth Rate Q/Q Final (Q1) -0.1% vs. Exp. 0.0% (Prev. 0.2%)
French GDP Growth Rate Y/Y Final (Q1) 0.9% vs. Exp. 1.1% (Prev. 1.3%)
French Household Consumption M/M (Apr) -0.5% vs. Exp. 0.1% (Prev. 0.7%)
French Inflation Rate M/M Prel (May) 0.1% vs. Exp. 0.2% (Prev. 1.0%)
French Inflation Rate Y/Y Prel (May) 2.4% vs. Exp. 2.6% (Prev. 2.2%)
French HICP Prelim. (May) 2.8% Y/Y vs. Exp. 2.9% (Prev. 2.5%); 0.1% M/M vs. Exp. 0.3% (Prev. 1.2%)
French Private Non-Farm Payrolls Q/Q Final (Q1) -0.1% (Prev. -0.1%)
German Baden-Württemberg CPI M/M (May) 0.3% (Prev. 0.6%)
German Baden-Württemberg CPI Y/Y (May) 2.4% (Prev. 2.6%)
German Bavaria CPI M/M (May) -0.2% (Prev. 0.5%)
German Bavaria CPI Y/Y (May) 2.6% (Prev. 2.9%)
German Brandenburg CPI M/M (May) -0.1% (Prev. 0.6%)
German Brandenburg CPI Y/Y (May) 2.8% (Prev. 2.9%)
German Hesse CPI M/M (May) -0.2% (Prev. 0.4%)
German Hesse CPI Y/Y (May) 2.6% (Prev. 2.8%)
German Import Prices M/M (Apr) 1.2% (Prev. 3.6%)
German Import Prices Y/Y (Apr) 5.3% (Prev. 2.3%)
German North Rhine-Westphalia CPI M/M (May) -0.2% (Prev. 0.4%)
German North Rhine-Westphalia CPI Y/Y (May) 2.4% (Prev. 2.7%)
German Saxony CPI M/M (May) -0.1% (Prev. 0.6%)
German Saxony CPI Y/Y (May) 2.8% (Prev. 2.9%)
German Unemployment Change (May) -12K vs. Exp. 10K (Prev. 20K)
German Unemployed Persons (May) 2.987M (Prev. 3.006M)
German Unemployment Rate (May) 6.3% vs. Exp. 6.4% (Prev. 6.4%)
Italian Unemployment Rate (Apr) 5.1% vs. Exp. 5.3% (Prev. 5.2%)
Japanese Consumer Confidence (May) 33.6 vs. Exp. 32.0 (Prev. 32.2)
Japanese Industrial Production M/M Prel (Apr) 0.8% vs. Exp. -0.9% (Prev. -0.4%)
Japanese Industrial Production Y/Y Prel (Apr) 2.3%
Japanese Jobs/Applications Ratio (Apr) 1.18 vs. Exp. 1.18 (Prev. 1.18)
Japanese Retail Sales M/M (Apr) 1.3% (Prev. 1.3%)
Japanese Retail Sales Y/Y (Apr) 2.1% vs. Exp. 1.3% (Prev. 1.7%)
Japanese Tokyo CPI ex Food & Energy Y/Y (May) 1.6% vs. Exp. 1.9% (Prev. 1.9%)
Japanese Tokyo Core CPI Y/Y (May) 1.3% vs. Exp. 1.5% (Prev. 1.5%)
Japanese Tokyo CPI Y/Y (May) 1.4% vs. Exp. 1.6% (Prev. 1.5%)
Japanese Unemployment Rate (Apr) 2.5% vs. Exp. 2.7% (Prev. 2.7%)
New Zealand ANZ Activity Outlook (May) 25.6 (Prev. 19.6)
New Zealand ANZ Business Confidence (May) 10.0 (Prev. -10.6)
New Zealand ANZ Consumer Confidence Index (May) 86.5 (Prev. 80.3)
New Zealand ANZ Roy Morgan Consumer Confidence (May) 86.5 (Prev. 80.3)
Norwegian Registered Jobless Rate (May) 1.9% vs. Exp. 2.1% (Prev. 2.1%)
Norwegian Retail Sales M/M (Apr) 0.3% (Prev. -0.1%)
Philippine Balance of Trade (Apr) -5.965B (Prev. -4.512B)
Philippine Exports Y/Y (Apr) 6.3% (Prev. 20.4%)
Philippine Imports Y/Y (Apr) 22.4% (Prev. 12.3%)
Philippine PPI Y/Y (Apr) 2.4% (Prev. 2.5%)
South Korean Industrial Production M/M (Apr) -0.7% vs. Exp. 0.4% (Prev. 0.3%)
South Korean Industrial Production Y/Y (Apr) 1.5% vs. Exp. 2.5% (Prev. 3.6%)
South Korean Retail Sales M/M (Apr) -3.6% (Prev. 1.8%)
Spanish Core Inflation Rate Y/Y Prel (May) 2.9% (Prev. 2.8%)
Spanish HICP M/M Prel (May) 0.1% vs. Exp. 0.2% (Prev. 0.7%)
Spanish HICP Y/Y Prel (May) 3.6% vs. Exp. 3.6% (Prev. 3.5%)
Spanish Inflation Rate M/M Prel (May) 0.1% (Prev. 0.4%)
Spanish Inflation Rate Y/Y Prel (May) 3.2% vs. Exp. 3.4% (Prev. 3.2%)
Swedish GDP Growth Rate Y/Y Final (Q1) 2.0% vs. Exp. 1.6% (Prev. 1.8%)
Swedish Household Lending Growth Y/Y (Apr) 3.0% (Prev. 3.1%)
Swedish Retail Sales M/M (Apr) 0.0% (Prev. 3.1%)
Swedish Retail Sales Y/Y (Apr) 4.7% (Prev. 6.2%)
Swiss KOF Leading Indicator (May) 98.0 vs. Exp. 98.0 (Prev. 97.9)
This movie got nominated for the golden globe awards, the Oscars, and many more.
It’s about a 3 year old Palestinian girl.
Why? The IDF shot at her 355 times.
They killed her with 355 bullets.
Say her name. Hind Rajab.
A man spends 50 years teaching at MIT.
He knows his time is running out.
So he records one last lecture — everything he knows, distilled into a single hour.
He died 5 months later.
This is that lecture.
The most important hour you'll watch this week. 👇
Bookmark it for later
We completed the investigation at Minab school, so Donald Trump doesn't have to.
Triple tap U.S Tomahawk cruise missiles were fired on a busy school day. Many children were still alive after the first strike. As some tried to flee, they were targeted again - this time with teachers and parents too.
This can only be described as evil crimes against children and humanity.
Perlintasan Rel Ampera, tempat Taxi Ijo tertabrak yang diduga jadi pemicu kecelakaan KRL - KA Argo Bromo Anggrek.
Perlintasan Rel Ampera Bekasi Timur adalah salah satu perlintasan sebidang kereta api yang padet di Bekasi Timur. Lokasinya di Jalan Ampera, Kelurahan Duren Jaya, Kecamatan Bekasi Timur, tepatnya dekat Ruko Ampera dan tidak jauh dari Stasiun Bekasi Timur (cuma jalan kaki sebentar).
Kondisi Perlintasan tanpa palang pintu otomatis yang memadai, dan tidak ada petugas resmi KAI yang jaga 24 jam penuh, hanya ada warga sekitar yang bergantian jaga.
Bisa dilihat dari foto dibawah yang kita lingkari ijo itu Stasiun Bekasi Timur (Sumber: https://t.co/2U96IdLoGx) Perlintasan Rel ini deket banget sama Stasiun Bekasi Timur.
#عاجـــــــــــــــــــــــل💥🔴
كونوا مستعدين فساعة الصفر تقترب إيران بدأت الآن برفع حالة التأهب والاستعداد الكامل للمعركة انصروا الجمهورية الإسلامية بالدعاء