Public Markets 8-Hour Briefing
×Geopolitical & Energy Markets
President Trump's decision to strike Iran creates new risks for global oil supply markets. Bitcoin prices fell below $64,000 following the U.S./Israel attack on Iran. Iranian TV released footage showing destruction in Tehran after the U.S. and Israel launched attacks. OPEC+ is now eyeing an aggressive production hike following the Israeli strike on Tehran.
Technology Sector
Europe lags the U.S. in AI investment but stands to gain on productivity, according to UBS. China is entering a new era with its 15th five-year plan set to drive global tech leadership. Italy's Prime Minister Giorgia Meloni has a plan for growth and wants a global reality check on AI.
Financial Markets
JPMorgan has cut services for Citadel Securities in a clash over roles, highlighting tensions between Wall Street banks and clients. Businesses are shaving billions off their tariff bills using a well-reduction playbook to deal with President Trump's latest tariffs. Lithium prices may have hit bottom as global demand is set to jump 25% with the recovering EV market.
Market Outlook
Stablecoin demand surge could potentially end 30-year Treasury auctions for 3 years. Africa is experiencing a critical minerals moment as global demand surges. Germany's defense boom is boosting the economy more than many had expected.