Ian Reynolds
Podcasts | Daily LinkedIn | Weekly LinkedIn | Check out the website
Overnight
China Unemployment May 2025
Chinese house prices are still falling but at a slower rate, industrial production falling too, shows stimulus still not working even though retail sales were higher. Those bond yields are falling again.
Elsewhere in markets a curious calm. Fighting still continues in the Middle East but markets believe it's contained.
All the experts predicting oil at $80+ are wrong, for now.
Futures suggest a rally into the US open.
US Equity Futures
Breaking
Oil prices jump more than 3%, adding to last week’s surge, as Israel strikes Iran energy facilities [CNBC]
Canada, UK agree to establish trade working group, expand defense collaboration [Reuters]
Bitcoin
A serene weekend for BTC, price hardly moved, and small higher this morning.
BITCOIN / USD Daily
Bitcoin Price & Chart Analysis
Commodities
Brent's highest price was on Friday, so no follow through so far.
Bonds
Chinese bond yields continue to fall and look set for a leg lower.
China 10 Year Government Bond Yield Daily
Foreign Exchange
The bull flag in AUD / USD is pretty extended and testing support again.
Equities
Our old friend Tesla is back and in a bullish channel.
TESLA Daily
Interesting
Economic Indicators Today
