karim saed

صحفي اقتصادي في @fortunearabi خبرة 15 عامًا في الكتابة الاقتصادية المتخصصة وقراءة وتحليل موازنات الشركات والحكومات

[karim saed @seniorkarim]

إيلون ماسك:
"ستحتوي جميع السيارات على خدمة ستارلينك في المستقبل"

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk says "all cars will have Starlink in the future."

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. July Existing Home Sales data - Tuesday

2. OPEC Monthly Report - Wednesday

3. July CPI Inflation data - Wednesday

4. July PPI Inflation data - Thursday

5. July Retail Sales data - Friday

6. August MI Consumer Sentiment data - Friday

It's a big week for inflation data.

[karim saed @seniorkarim]

ملخص اتفاق مكة:

170 رأس نووي 🇵🇰
عضوية مجموعة العشرين 🇸🇦🇹🇷
قيادة أوبك 🇸🇦
عضوية الناتو ومن أكبر جيوش الناتو 🇹🇷
إجمالي الحجم الاقتصادي 3 تريليون دولار 🇵🇰🇸🇦🇹🇷
1000 طائرة مقاتلة 🇵🇰🇸🇦🇹🇷
إجمالي 2 مليون فرد في الجيوش 🇸🇦🇹🇷🇵🇰
7000 دبابة 🇸🇦🇹🇷🇵🇰
90.000 مركبة مدرعة 🇸🇦🇹🇷🇵🇰
34 غواصة 🇹🇷🇵🇰
500 منصة قتالية وبحرية 🇸🇦🇹🇷🇵🇰
المساحة الإجمالية 4 مليون كيلومتر مربع 🇸🇦🇹🇷🇵🇰
قريباً F-35 للسعودية وتركيا 🇸🇦🇹🇷

[Çetiner Çetin @cetiner_cetin]

Mekke Anlaşmasının Özeti:

170 nükleer savaş başlığı 🇵🇰
G20 üyeliği 🇸🇦🇹🇷
OPEC liderliği 🇸🇦
NATO üyeliği ve NATO’nun en büyük ordularından biri 🇹🇷
Toplam 3 trilyon dolarlık ekonomik büyüklük 🇵🇰🇸🇦🇹🇷
1.000 savaş uçağı 🇵🇰🇸🇦🇹🇷
Ordularda toplam 2 milyon personel 🇸🇦🇹🇷🇵🇰
7.000 tank 🇸🇦🇹🇷🇵🇰
90 bin zırhlı araç 🇸🇦🇹🇷🇵🇰
34 denizaltı 🇹🇷🇵🇰
500 savaş ve deniz platformu 🇸🇦🇹🇷🇵🇰
Toplam 4 milyon kilometrekare yüzölçümü 🇸🇦🇹🇷🇵🇰
Yakında Suudi Arabistan ve Türkiye için F-35 🇸🇦🇹🇷

[karim saed @seniorkarim]

حد يشد فيشة النت .. كفاية كدة

[بيبو @mohamed_chaina7]

يا جدعان 😂😂😂😂😂😂😂

[Charlie Bilello @charliebilello]

The US Bond Market has now been in a drawdown for 6 years, by far the longest in history.

Video: https://t.co/j4BThbv5jF

[Crypto Rover @cryptorover]

CRAZY: 🚨 🇺🇸 Out of 45 U.S. presidents in history, President Trump is now solely responsible for 28.6% of the national debt.

[Global Markets Investor @GlobalMktObserv]

⚠️Bond markets are pricing in permanently higher interest rates:

The 10-year Treasury yield, 10 years forward, has risen to 6.24%, the highest level since 2004.

This measures what investors expect 10-year Treasury yields to be a decade from now, based on today's yield curve, effectively the market's estimate of the long-run "normal" level for interest rates.

The move to a 2-decade high suggests markets increasingly believe today's higher-rate environment reflects a structural shift rather than a temporary cyclical spike.

The move to a 2-decade high suggests markets increasingly believe today's higher-rate environment reflects a structural shift rather than a temporary cyclical spike, driven by expectations of higher-for-longer inflation, rising fiscal deficits, and a larger supply of government debt.

Markets are no longer pricing a return to the ultra-low interest rate environment of the 2010s.

[Bull Theory @BullTheoryio]

BREAKING: Sulphur prices are up 134% since the US-Iran war started in February.

Sulphur is used to make fertiliser, so this feeds straight into food prices globally.

[Giorgia Meloni @GiorgiaMeloni]

Il Governo ha deciso di sospendere temporaneamente il regime di libera circolazione previsto da Schengen nei collegamenti marittimi e aerei con la Spagna, reintroducendo i controlli di frontiera.

Si tratta di una misura straordinaria, adottata per tutelare la sicurezza nazionale e prevenire possibili ripercussioni per la nostra Nazione. La misura sarà mantenuta in vigore solo per il tempo necessario, con particolare attenzione a limitare qualsiasi impatto sui flussi turistici estivi.

Parallelamente, l'Italia è pronta a sostenere ogni iniziativa europea di supporto alle istituzioni spagnole necessaria per ristabilire il pieno controllo delle frontiere esterne dell'Unione e affrontare con determinazione la situazione in corso.

Difendere i confini significa difendere la sicurezza dei cittadini, contrastare l'immigrazione irregolare e colpire le reti criminali che trafficano esseri umani.

[karim saed @seniorkarim]

تم محو أكثر من 400 مليار دولار من سوق الأسهم اليابانية اليوم مع انهيار مؤشر نيكاي بأكثر من 4%.

[Crypto Rover @cryptorover]

HUGE CRASH IN JAPAN 🚨

Over $400 billion has been wiped out from the Japanese stock market today as the Nikkei crashes more than 4%.

It continues...

[karim saed @seniorkarim]

تم محو تريليون دولار من القيمة السوقية لشركة NVDA حيث انخفضت بنسبة 18.50% عن أعلى مستوى لها على الإطلاق.

[Bull Theory @BullTheoryio]

$1 TRILLION has been wipedout from $NVDA marketcap as it crashes -18.50% from its ALL TIME HIGH.

[Global Markets Investor @GlobalMktObserv]

🚨THE AI CREDIT BOOM IS STARTING TO CRACK:

CDS spreads for major AI infrastructure players have surged to record highs, as credit investors demand higher compensation to fund the massive AI buildout.

TAP IMAGE TO SEE FULL INSIGHT👇
https://t.co/SwybyAqhpi

[karim saed @seniorkarim]

تم محو أكثر من 47,500,000,000,000 ين (302 مليار دولار) من الأسهم اليابانية مع انهيار مؤشر نيكاي بنسبة 4.2٪، في أعقاب عمليات بيع أسهم الرقائق الأمريكية وقبل قرار سعر الفائدة من قبل الاحتياطي الفيدرالي.

[Bull Theory @BullTheoryio]

Over ¥47,500,000,000,000 ($302 BILLION) has been wiped out from the Japanese stocks as the NIKKEI crashed -4.2%, following the US chip stocks sell-off and ahead of the Fed rate decision.

[Shelpid.WI3M @Shelpid_WI3M]

🚨 SPACEX IS REPEATING NVIDIA

Put the two charts on top of each other and it's the same picture. NVIDIA's crash and recovery on top, SpaceX tracing it candle for candle underneath.

$SPCX is already down nearly 50% from its highs. Most people see a failed IPO.

I see the setup that turned NVIDIA into one of the best trades of the decade.

NVIDIA did the same thing: crashed 65%+, media called it dead, retail panic-sold the $70 bottom, smart money accumulated.

Then $70 → $110 → $150 → $206.

Now look at SpaceX below it - same curve, same flush into the $70, same recovery to $300.

That $70 zone is where everyone walks away in disgust. It's exactly where the best setups are born.

My plan:

Buy zone: $85–115 Target: $250+

But I'm not rushing. Unlocks are still ahead, the float's about to explode, and there's likely one more flush before the base is built. I want the exhaustion the moment the last seller gives up.

Most people get interested only after a new ATH. By then the easy money's gone.

The moment I buy $SPCX, I'll post it here first. Turn notifications on.

[karim saed @seniorkarim]

انخفض سعر سهم شركة SPCX إلى أدنى مستوى له في التاريخ، وتراجع بنسبة 49% عن أعلى مستوى له على الإطلاق في يونيو، مسجلاً خسارة إجمالية في القيمة السوقية تقارب 1.5 تريليون دولار.

[Barchart @Barchart]

BREAKING 🚨: SpaceX

$SPCX falls to its lowest price in history and has now plunged 49% from June's all-time high, a total market cap loss of almost $1.5 Trillion 📉 📉

[karim saed @seniorkarim]

يستغل المستثمرون الصينيون انخفاض الأسعار:

استقطب صندوق Star 50 المتداول في البورصة، وهو أكبر صندوق تقني في الصين، تدفقات نقدية قياسية بلغت 2 مليار دولار أمريكي يوم الاثنين، مسجلاً بذلك أعلى مستوى يومي له على الإطلاق.

ويتجاوز هذا الرقم ضعف الرقم القياسي السابق المسجل في ديسمبر 2020.

ونتيجة لذلك، ارتفع مؤشر Star 50 بنسبة 11% يوم الثلاثاء، مسجلاً أكبر مكسب يومي له منذ عامين تقريباً.

ويأتي هذا الارتفاع بعد انخفاض بنسبة 17% الأسبوع الماضي، حيث قام المستثمرون بتصفية مراكزهم ذات الرافعة المالية بأكبر قدر منذ انهيار سوق الأسهم في الفترة 2015-2016.

وجذبت صناديق "الفريق الوطني" المتداولة في البورصة الصينية تدفقات نقدية بلغت 10 مليارات دولار أمريكي خلال جلسات التداول الثلاث الأخيرة، وهو أعلى مستوى منذ أبريل 2025.

وفي الوقت نفسه، تعهدت خمس من أكبر شركات التأمين في الصين على الأقل بزيادة استثماراتها في سوق الأسهم، حيث اشترت شركة China Life وحدها أسهماً وصناديق استثمارية بقيمة تزيد عن 1.5 مليار دولار أمريكي.

ولا يزال المستثمرون الصينيون حريصين على اقتناص الفرص عند انخفاض الأسعار.

[The Kobeissi Letter @KobeissiLetter]

Chinese investors are buying the dip:

China's largest tech fund, the Star 50 ETF, attracted a record +$2.0 billion in inflows on Monday, its largest daily intake on record.

This is more than twice the previous record set in December 2020.

As a result, the Star 50 index surged +11% on Tuesday, its biggest daily gain in nearly 2 years.

This follows a -17% decline last week as investors unwound leveraged positions by the largest amount since the 2015-2016 equity market crash.

China’s "National Team" ETFs have attracted +$10.0 billion in inflows over the last 3 trading sessions, the largest intake since April 2025.

Meanwhile, at least 5 of China's largest insurers have pledged to boost stock market investments, with China Life alone buying over +$1.5 billion of stocks and funds.

Chinese investors remain eager to buy dips.

[Bull Theory @BullTheoryio]

🚨 THE NEXT GLOBAL MARKET SELLOFF COULD START BECAUSE OF JAPAN.

Bank of Japan officials just said they're ready to hike rates sooner than expected, according to Bloomberg.

The reason: the yen keeps falling, and that's pushing inflation risk higher.

The yen just hit its weakest level in 40 years. Right after that, the government warned it might step in.

The next hike was expected in December, six months after June's rate hike.

But officials say they don't have to wait that long. They can hike sooner if needed.

The market is already pricing a rate hike sooner than expected. Traders are pricing in a 72% chance of another hike by October, two months earlier than the usual timeline.

There's another reason for this. Companies are raising prices faster than before, and a weak yen gives them even more reason to keep doing that.

Inflation is now close to the BOJ's 2% target for the first time in 13 years.

A single BOJ rate hike in August 2024 was enough to trigger a massive global stock selloff.

That's because trillions of dollars sit in the yen carry trade, where investors borrow cheap yen and use it to buy higher yielding assets abroad.

Now imagine what a faster, unexpected round of hikes could do.

[Luis @Thor_luisXVII]

Jajaja jajaja, se pasan.

[The Hormuz Letter @HormuzLetter]

BREAKING: Trump has formally restarted the war with Iran, in a letter sent to congress on Friday July 10th.

Trump said minutes ago the US will hit Iran "hard" tonight and tomorrow, adding "the MOU was only a test for Iran."

Trump also announced he will address the nation on Thursday evening at 9 PM ET.

[Mario Nawfal @MarioNawfal]

🇪🇬🇦🇷 Egyptian fans show strong support for their team following the match against Argentina, turning out in large numbers for the homecoming.

Writer: Daniyal