Caiman System Discussion

For the first time in history, the US is spending more on interest payments on its national debt than on national defence.

Trump wants the Fed to cut interest rates urgently in order to reduce interest payments, but macroeconomic conditions do not yet allow for this.

Trump increasingly sees Vance as his successor as US president — Axios

Today, the Hamster Kombat (HMSTR) token – once hugely popular but now largely forgotten – has unexpectedly come back to life

Trading volume has risen by more than 1,000 per cent

A similar surge was previously observed between 11 and 12 June

Saudi Arabia is considering the possibility of expanding the capacity of the oil pipeline to the Red Sea coast, bypassing the Strait of Hormuz

9 July – BlackRock is set to launch its Nasdaq 100 ETF 

ticker symbol IQQ

thereby ending the 27-year monopoly held by Invesco’s largest ETF, the QQQ

TRUMP: THE CEASEFIRE IN IRAN HAS COME TO AN END

TRUMP: AS FAR AS I CAN TELL, DEALING WITH IRAN IS A WASTE OF TIME

No one understands whether the exchange of strikes between the US and Iran can be regarded as a breakdown in negotiations 

No one understands whether the exchange of strikes between the US and Iran can be regarded as a resumption of war

No one understands anything at all

Blackrock's Rick Rieder Says Some Of The Companies That Are More Directly Tied To AI, We've Pulled Back A Bit And Rebalanced - CNBC Interview

The put-call ratio for U.S. stock options continues to fall rapidly and has hit a new all-time low = sentiment in the stock market is currently very bullish 

Trump advises against shorting 

BlackRock has decided to slightly reduce its long positions in AI stocks

Following Goldman, Morgan Stanley has lowered its aluminium price forecast

average for the second half of 2026 = $3,150average for 2027 = $2,850average for 2028 = $2,800

Like Goldman, Morgan expects the deficit to narrow in 2026 and the market surplus to grow in 2027

Iran may be restoring infrastructure at its nuclear sites — CNN, citing satellite images

If the US does not receive ‘nuclear dust’, there will be no deal with Iran — US officials

Qatar condemns Iran for attacks on Qatari territory — statement 

Qatar is one of the world’s largest producers and exporters of LNG

On 9 July, the BBG reported that Qatar had suspended plans to increase LNG production due to attacks on its tankers in the Strait of Hormuz

The Joint Maritime Information Centre (JMIC) warns all seafarers of an impending increase in monitoring by the IRGC and a likely escalation of tensions in the Strait of Hormuz

BlackRock is once again selling BTC and ETH on exchanges on behalf of its clients today

Average mortgage rates in the US have risen to their highest level in a year — Mortgage Bankers Association

US Gasoline Prices Surpass $4 a Gallon for First Time in a Month

SHORT BETS AGAINST US EQUITIES HIT RECORD

The yen continues to plummet against the dollar

USDJPY > 163 = highest since December 1986

There is talk in the markets of imminent new interventions

The US is not particularly happy with the current JPY/USD exchange rate

IBM SEES FY REV. AT CONSTANT FX +4% TO +5%, SAW ABOVE +5%