Around X:
- @Business
- Top trade negotiators from the US and China are set to hold fresh talks in London on Monday, offering a glimmer of hope that the world’s two largest economies can defuse tensions over Chinese dominance in rare-earth minerals.
- A US trade team that’s currently in India for negotiations has extended its stay, according to people familiar with the matter, in a sign talks are progressing ahead of a July deadline.
- Japan’s economy contracted in the first quarter of the year by less than initially estimated, even before the US tariff campaign fully took effect.
- China's EV industry is experiencing a price war, with share prices tumbling and the government intervening to prevent price cuts.
- Tools for Humanity, a startup co-founded by OpenAI’s Sam Altman, is rolling out its eyeball-scanning Orb devices to the UK.
- Keir Starmer will make an appearance alongside Nvidia co-founder Jensen Huang on Monday, as the British prime minister puts technology and artificial intelligence at the heart of his government’s plan to boost economic growth.
- Here’s the latest news and analysis on the oil market.
- Asian stocks are poised to rise Monday after positive jobs data in the world’s largest economy eased recession fears and with US-China trade talks set to resume Monday.
- Global investor pushback against long-term government debt is turning what normally would be a routine US bond auction into one of the most anticipated events on Wall Street this week.
- The relentless expansion of Chinese copper refining capacity over the past few years is starting to pose a major challenge for smelters worldwide as they try and secure enough ore.
- Apple’s upcoming software redesign debuting at WWDC on Monday will set the stage for the 20th anniversary iPhone overhaul, @markgurman writes in this week’s Power On.
- Scale AI, the startup that Meta is in talks to invest billions of dollars in, has rapidly gained influence in both tech and policy circles. Here's what the company does and where it came from.
- Here are five notable charts to consider in global commodity markets as the week gets underway.
- @Zerohedge
- We Need A 'Kill Switch' On Foreign Powers Tampering With Our Electric Grid.
- Mike Lee Proposes Constitutional Amendment to Oust Congress When Deficit is Too High.
- Russia Expands Ground War Into Ukraine's Dnipropetrovsk Region For First Time.
- Hedge Fund CIO: The Only Thing That Really Matters Is For America To Find A Way To Grow Out Of These Stunning Deficits And Debts. (graph)
- Make It Make Sense: Why Are We Punishing The Farmers Doing The Right Thing?
- When Diversity Divides.
- UK Makes Solar Panels Mandatory On Most New Homes.
- @WSJ
- Sen. Miguel Uribe, a presidential hopeful and grandson of a former president, was fighting for his life Sunday after a teenage gunman shot him in the head.
- In recent weeks, long-simmering Republican anger over Harvard’s links to China has increasingly gained traction.
- Hedge-fund manager Jason Mudrick was looking for his next big bet. He was as surprised as anyone that he settled on flying taxis.
- Export controls—a major concern for industries worldwide—are moving to the top of the agenda of Monday trade talks between the U.S. and China.
- @GatewayPundit
- DEVELOPING: 500 Active Duty Marines Prepared to Deploy to Downtown Los Angeles as Rioters Set Cars on Fire.
- The Deep State is Desperate to Steal Future Elections – Time is Running Out to Stop Them.
- Kamala Harris Sides with the Violent Mob, Condones Riots as Thugs Burn Cars, Block Freeway in Downtown Los Angeles.
- Gavin Newsom Slams “Dictator” Trump; Demands President Rescind “Unlawful” Order Federalizing California National Guard.
- Liver Injuries Reportedly on the Rise: Common, FDA-Approved Meds Linked to Alarming Trend.
- Trump-Putin Talks Promoted Shift in Russian Public Opinion, With Vast Majority Now Supporting Normalization of Relations With the US.
- Interior Secretary Doug Burgum Discusses China’s Ongoing Threat to US National Security (VIDEO).
- WATCH: California Rep. Barragán Claims LA Riots are ‘Peaceful’ Protests on CNN as Footage of Burning Car Plays Next to Her.
- Treasury Secretary Scott Bessent Warns Gavin Newsom Could Face Criminal Charges for Threatening to Withhold Federal Tax Payments.
- RFK Jr. vs. The Medical Deep State: How Trump’s Health Secretary is Draining the Healthcare Swamp.
- @FoxNews
- LIVE UPDATES: Trump directs administration to take actions to ‘liberate Los Angeles’ from ‘Migrant Invasion’.
- Anti-ICE agitators stormed a Los Angeles freeway after the Trump administration sent National Guard to the area to restore order following multiple days of unrest. (video)
- @MarioNawful
- BREAKING: COLOMBIAN PRESIDENTIAL CANDIDATE SHOT IN HEAD. Presidential candidate Miguel Uribe Turbay was shot during a campaign event in Bogotá’s Modelia. A gunman opened fire while Uribe greeted supporters, prompting a shootout with his bodyguards. He was just rushed to the hospital, with his current condition remaining unknown. (video)
- LA RIOTS: CNN SEES “PEACE,” CAMERA SEES CHAOS. Imagine getting hit with a rock while someone livestreams how “chill” everything is. People are lighting stuff on fire, bashing cars, and going full WWE on cops. Yet, CNN’s reporter calls the riots peaceful. If this is what “peaceful” looks like, then fire is just warm light and assault is a group hug. You don't hate the mainstream media enough.
- @WallStreetApes
- WOAH!! The Los Angeles ICE protests are DEFINITELY being coordinated by Democrats. LA Mayor Karen Bass “was for 6 years on the board of NED, the CIA cut-out THAT SPECIALIZES IN STARTING RIOTS AND STREET PROTESTS”. ORGANIZED CHAOS BY CALIFORNIA DEMOCRATS.
- The Democrat Party has launched 181 lawsuits against Elon Musks’s DOGE to keep laundering your tax money. “Elon Musk — DOGE under his leadership, proposed 192 separate cuts to reduce the deficit. And in response to those 192 actions, Democrat Party sued him 181 times, with 164 of those lawsuits still in litigation. So 192 actions to reduce the deficit, which would have totaled $892 billion of cuts. 11 of them were not challenged. Those 11 amounted to about $100 billion worth of cuts. (video)
- @DC_Draino
- @nicksortor
- JUST IN: President Trump makes an EPIC entrance with Dana White at UFC in Newark, and the crowd went WILD. Meanwhile, 2,000 National Guardsmen are on their way to quell the riots in Los Angeles after 47 deployed them. (video)
- JUST IN: Rioters are now LOOTING stores in Los Angeles while police are TOTALLY MIA And the store manager can’t do anything about it or else HE will end up charged. TOTAL LAWLESSNESS thanks to Gavin Newsom and the Democrats. (video)
- JUST IN: Deranged Rep. Maxine Waters is now outside the ICE facility in Los Angeles harassing National Guard troops. She’s stoking the flames by mentioning “CIVIL WAR”. Democrats WANT vioIence in the street. They’re BEGGING for it. Freaking disgusting. (video)
- @jackunheard
- They are now starting brush fires in LA… History repeats itself. (video)
- @EYakoby
- BREAKING: ANTIFA and pro-Palestinians are now trying to burn down buildings in Los Angeles. The National Guard being called in is not a precaution, it’s a necessity. (video)
- @Libsoftiktok
- “ICE get the f*** out of LA so that order can be restored.” - Democrat Rep Norma Torres. This is a sitting member of Congress. (video)
- @Chicago1Ray
- Chinese bio-terror lab found in (CA) thousands of viles containing Ebola Covid, HEP-C & HIV. CDC & FBI under Biden refused to investigate, Chinese national here illegally arrested. The Chinese shouldn't be allowed to own food processing plants or farmland in this country. AGREE. (video)
- @Worldsource24
- BREAKING: Right-wing Colombian presidential candidate Miguel Uribe Turbay was shot at a campaign event in Bogotá, Colombia, and is in serious condition. (video)
- @LeadingReport
- BREAKING: LA City Councilmember Eunisses Hernandez is reportedly encouraging the LA protests to ‘escalate,’ per Fox News.
- @JesseKellyDC
- What you’re seeing in LA right now is the reason the communists use every opportunity to disarm you. They dream of the day they can send the animals to your door to hurt you. Your guns are the only thing that will stop them and they know this.
- @LibertyLockPod
- Cloward-Piven gameplan: -call Trump a fascist -offer free shit to illegals -NGO networks flood migrants in -leave the border open for 4 yrs -use courts to make it permanent -Trump tries to fix it -fund the riots -riots get put down -deportations continue "See, he's a fascist!".
- @DataRepublican
- WHO'S BEHIND THE ANTI-ICE RIOTS IN LOS ANGELES? Hundreds took to the streets this weekend: blocking roads, attacking federal officers, even burning flags. But this wasn't "spontaneous outrage." This was organized. Funded. Coordinated. Here’s a breakdown of the groups, the money, and the people pulling the strings. Patience as I assemble the thread and verify information in real time. (thread)
- @ShadowofEzra
- Elon Musk’s father, Errol Musk, has come to his son’s defense amid the public clash with President Trump, saying Elon is simply exhausted and under immense stress. He admits his son made a mistake, but attributes it to the pressure he’s under. Despite the feud, Errol Musk says he believes Donald Trump will ultimately come out on top. (video)
- @charliekirk11
- If your response to federal law enforcement removing foreign criminals from America’s streets is to fly the flag of the country you actually owe your allegiance, you 100% should not be in this country. Los Angeles is yet further proof our immigration system is broken and has been for decades. (video)
- @BillMelugin_
- BREAKING: @FoxNews has obtained intense video showing @CBP agents’ perspective inside their vehicle as it is pelted with rocks while they attempt to leave the anti-ICE protest in Paramount, CA today. You can hear & see the windows & windshield breaking w/ each hit. Federal source who sent me this video tells this attack could have killed one of the Border Patrol agents or caused a serious crash. The rocks broke clean through the windshield, leaving a gaping hole. (Aftermath images in next post). (video)
- @topdowncharts
- Are we about to go from Recession Risk to Resurgence Risk? Monetary tailwinds are mounting... Macro outlook: (graph)
Night Trading
- Asian indices are +.25% to +1.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 74.5 -1.5 basis points.
- China Sovereign CDS 47.75 -1.75 basis points.
- China Iron Ore Spot 95.25 USD/Metric Tonne -.27%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.76 +.16%
- Bloomberg Emerging Markets Currency Index 37.1 +.02%.
- Bloomberg Global Risk-On/Risk Off Index 72.5 +1.8%.
- US 10-Year Yield 4.50% -1.0 basis point.
- Volatility Index(VIX) futures 20.3 +.7%.
- Euro Stoxx 50 futures -.04%.
- S&P 500 futures -.16%.
- NASDAQ 100 futures -.23%.
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