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📈We track everything that moves the markets: fast news, clear context, real narratives. 📩 Reach out: @strategy

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JUST IN: Trump on Iran:

“The ceasefire between Iran and Israel is going well.

I think we will have some sort of relationship with Iran.

Iran will not have a nuclear bomb.”

In response to a question about Iran’s uranium enrichment plans, Trump said:

“We will not allow it — even by military means.”

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JUST IN: Trump claims the Iranian nuclear program has been set back by decades. He states that a US strike on Iran "ended the war."

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Polymarket currently gives just 30% odds that OpenAI's ChatGPT hits 1B monthly active users by Dec 31, 2025.

As of March, it had ~600M MAUs (per Google court filing). To reach 1B, it’d need 8.8% MoM growth—faster than TikTok managed at scale.

For reference, ChatGPT grew ~9% MoM from 100M to 400M WAUs in 2023–24.

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China's rare earth magnet exports plunge 74% YoY

In May, China’s rare earth magnet exports fell 74% YoY — the largest monthly drop on record. Total exports hit 1.2M kg, the lowest since Feb 2020.

Exports to the U.S. collapsed 93% to ~46,000 kg after a 59% drop in April.

China produces ~69% of the world’s rare earth minerals and processes ~90%, making its exports a central lever in the tariff war.

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Polymarket nears $200M raise at $1B+ valuation

Prediction market platform Polymarket is reportedly close to raising $200M, pushing its valuation beyond the $1B mark.

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JUST IN: The EU cautions that even a minimal Trump tariff could provoke retaliation.

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JUST IN: Blast detected in Damascus, Syria - per Reuters correspondents.

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JUST IN: Fed's Powell states that rate cuts are on hold due to anticipated significant inflation growth this year.

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U.S. Stocks on track for an annual inflow of $360 Billion, the 3rd largest in history

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JUST IN: Fed's Powell states the economy remains strong despite uncertainty. Tariffs could raise prices and impact the economy. US short-term interest rate futures dip as traders anticipate lower chances of early Fed rate cuts.

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JUST IN: Trump says Israel and Iran both violated the ceasefire

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JUST IN: Iran denies launching rockets after ceasefire

Tehran claims it did not fire any rockets at Israel following the ceasefire agreement, rejecting reports of renewed attacks.

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JUST IN: Iran's security body to announce 'end of war' with Israel soon, while Israeli Defense Minister orders strong military response to Iran's ceasefire breach with strikes in Tehran.

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July rate cut odds rise to 22.7%

Markets are slowly pricing in higher chances of a Fed cut in July, with odds now at 22.7%.

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Trump declares a "complete and total ceasefire" between Israel and Iran, naming it "The 12 Day War" now "considered ended."

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S&P 500 up 50% since Michael Burry’s sell warning

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Trade Watcher

session stops:

orders like to absorb price below or above session highs/lows.

in particular during the opening phase of New York session.

stops placed above or below London session trigger predictable orders to fill from the passive limit side.

example ↑

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The S&P 500 is up 2% since this headline.

Oil is down 12%.

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JUST IN: Powell predicts significant tariff inflation effects from June to August. If not observed, it could lead to earlier cuts.

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Trump nominated for Nobel Peace Prize

Donald Trump has been nominated for the Nobel Peace Prize for brokering the ceasefire agreement between Iran and Israel.

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JUST IN: Fed's Powell suggests earlier rate cuts if inflation is weaker than anticipated.

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JUST IN: Fed's Hammack indicates more progress needed for 2% inflation target, notes policy is near neutral, expects Fed to hold steady for now, and sees no urgent need to cut interest rates.

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Trump about Israel and Iran

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Germany approves €500B debt plan through 2029

Chancellor Merz’s cabinet greenlit a 2025 budget with €82B in new debt this year, rising to €126B by 2029 — totaling €500B.

The boost targets NATO’s 3.5% GDP defense goal, amid pressure from Trump to reach 5%.

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JUST IN: Israeli Defense Minister: Strikes ordered on central Tehran

The Defense Minister said he instructed the army to launch powerful strikes on targets in central Tehran in response to Iran’s ceasefire violation.

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JUST IN: Israeli military reports identifying missiles fired from Iran towards Israel.

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Berkshire now pays 5% of all U.S. corporate tax

Warren Buffett’s Berkshire Hathaway paid a record $26.8B in corporate taxes — accounting for 5% of the entire U.S. corporate tax bill.

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JUST IN: Trump opposes further military involvement in the Middle East, reports CNN.

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