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Live NewsArchive2026-06-29

Mon, Jun 29, 2026 - Page 10

1246 indexed SquawkNews stories from this UTC day. Showing 1081-1200.

EQUITY 589MACRO 151GEOPOLITICS 124CENTRAL_BANK 76RATES 74EARNINGS 57FX 53ENERGY 41REGULATION 30MNA 26COMMODITIES 24ASIAN MACRO, INFORMATION TECHNOLOGY 1
L Malaysia Economy Min: Fertiliser costs expected to rise 15-20%, livestock feed costs seen rising 8% Rice supplies enough for 5-6 months, staple foods such as chicken, eggs, fish and fruits sufficient for at least one month - - Additional Comments from Malaysia's Deputy Transport Minister (parliamentary comments) - - Sh EQUITY | Jun 29, 2026, 06:12 AM UTC L China's President Xi has met Belarussian President Lukashenko in Beijing - CCTV China's President Xi meets Belarussian President Lukashenko in Beijing EQUITY | Jun 29, 2026, 06:12 AM UTC H Reminder: U.S. Supreme Court is entering the final week of its term and could issue a decision as soon as Monday, June 29th on whether Fed G President Trump announced her firing last August, marking the first time a president has attempted to dismiss a sitting Fed governor. Lower courts have sided with Cook, allowing her to continue serving while the case adv EQUITY | Jun 29, 2026, 06:12 AM UTC L *(CN) China MOFCOM: China adds 20 Japan firms to export control list for links to Japan's military; Aimed at stopping Japan's "remilitarisat Japanese entities added to export control list include National Institute for Defense Studies, Mitsubishi Electric Engineering, Mitsui E&S, ASCL - - China bans dual-use items export to 20 Japanese entities - - Adds 20 Ja EQUITY | Jun 29, 2026, 06:12 AM UTC H Indonesia Central Bank Dep Gov: Will maintain liquidity with all our instruments; flags inflation, Rupiah currency stability as top pri Seeks to bolster confidence as Rupiah lags peers CENTRAL_BANK | Jun 29, 2026, 06:12 AM UTC M Oman LNG's first LNG carrier departs from Oman -State-run Oona Oman LNG's first LNG carrier departs from Oman -State-run Oona ENERGY | Jun 29, 2026, 06:07 AM UTC H BT Keeps Mid-Term Guidance Unchanged BT Keeps Mid-Term Guidance Unchanged EARNINGS | Jun 29, 2026, 06:06 AM UTC M South Korea's SK Chairman Chey: Memory Shortage To Persist Even If SK Hynix Brings Forward Construction Of Fabs Under Construction South Korea's SK Chairman Chey: Memory Shortage To Persist Even If SK Hynix Brings Forward Construction Of Fabs Under Construction EQUITY | Jun 29, 2026, 06:05 AM UTC L SK group to spend about 1,000t won on AI data centers. SK group to spend about 1,000t won on AI data centers. EQUITY | Jun 29, 2026, 06:03 AM UTC M SK Hynix To Invest 400T Won In New Chip CIuster SK Hynix to invest 400T Won in new chip cluster. EQUITY | Jun 29, 2026, 06:03 AM UTC L SK Hynix to invest 400T Won in new chip cluster SK Hynix to invest 400T Won in new chip cluster EQUITY | Jun 29, 2026, 06:03 AM UTC M Elon Musk Says He Would Be 'Disappointed' If SpaceX Does Not ‘Significantly Exceed’ These Bullish Revenue Milestones Elon Musk responded to bullish financial projections for Space Exploration Technologies Corp. (NASDAQ: SPCX ) by doubling down on his own aggressive outlook, saying he would be "disappointed" if the rocket, satellite and EARNINGS | Jun 29, 2026, 06:02 AM UTC H Prosus FY 2026 Earnings FY Core Headline EPS Cont Ops USD 3.78 (USD est 3.75) -FY Adj EBIT USD 619M (USD est 554) -FY Adj EBITDA USD 1.05B (USD est 947.3M) EARNINGS | Jun 29, 2026, 06:02 AM UTC M Verizon, BT Are Said To Near JV Deal For International Business READ HERE EQUITY | Jun 29, 2026, 06:00 AM UTC M Swedish Trade Balance Actual 2.9B (Forecast -, Previous -7.3B) Swedish Trade Balance Actual 2.9B (Forecast -, Previous -7.3B) MACRO | Jun 29, 2026, 06:00 AM UTC L Follow up: Announces forward investment plans: To build 15GW AI data centers in South Korea - 'National Report Meeting on Korea’s Great Leap **Reminder earlier: *(KR) South Korea's President Lee: Today's announcement is historical achievement; There's massive competition in chips, AI sectors - 'National Report Meeting on Korea’s Great Leap Forward Three Mega- GEOPOLITICS | Jun 29, 2026, 05:58 AM UTC H BoE Pill: Brexit Made UK More Prone To Self-Sustaining Inflation Brexit made UK more prone to self-sustaining inflation, according to BoE Pill. CENTRAL_BANK | Jun 29, 2026, 05:56 AM UTC H BoE's Pill: Short-medium expectations play bigger role in pressures. BoE's Pill highlights short-medium expectations' impact on pressures. MACRO | Jun 29, 2026, 05:56 AM UTC H BoE's Pill: Brexit made the UK more prone to self-sustaining inflation BoE's Pill: Brexit made the UK more prone to self-sustaining inflation MACRO | Jun 29, 2026, 05:56 AM UTC M Samsung's Chairman Lee: Current Capacity Insufficient To Meet Demand Samsung's Chairman Lee: Current Capacity Insufficient To Meet Demand EQUITY | Jun 29, 2026, 05:53 AM UTC L Follow up: Announces forward investment plans: Plans Gwangju as chip production base - 'National Report Meeting on Korea’s Great Leap Forwar South Korea plans Gwangju as chip production base EQUITY | Jun 29, 2026, 05:52 AM UTC H Reminder: U.S. Supreme Court is entering the final week of its term and could issue a decision as soon as Monday on whether Federal Reserve President Trump announced her firing last August, marking the first time a president has attempted to dismiss a sitting Fed governor. Lower courts have sided with Cook, allowing her to continue serving while the case adv CENTRAL_BANK | Jun 29, 2026, 05:50 AM UTC L China's President Xi: China, Belarus must maintain strategic communication China's President Xi calls for continued strategic communication with Belarus. EQUITY | Jun 29, 2026, 05:41 AM UTC M S.Korea Govt: Expects Investments Of About 550T Won For Building AI Data Centres S.Korea Govt expects 550T Won investments for AI data centres EQUITY | Jun 29, 2026, 05:38 AM UTC M HSBC Cuts EssilorLuxottica Target Price To EUR 200 From EUR 340 HSBC lowers EssilorLuxottica target price to EUR 200 from EUR 340. FX | Jun 29, 2026, 05:37 AM UTC M HSBC Raises Infineon Target Price To EUR 107 From EUR 68 HSBC Raises Infineon Target Price To EUR 107 From EUR 68 FX | Jun 29, 2026, 05:37 AM UTC M Australia Treasurer Chalmers:Iinflation is expected to peak lower than previously forecast at around 4.25% mid-year - financial press (AU) Australia Treasurer Chalmers:Iinflation is expected to peak lower than previously forecast at around 4.25% mid-year - financial press EQUITY | Jun 29, 2026, 05:33 AM UTC L Awarded long-term BROLIS contract to supply 17,000 image intensifier tubes for Czech Armed Forces through 2032; Terms undisclosed Will deliver high-performance image intensifier tubes to BROLIS through 2032 for the Czech Armed Forces' night vision capabilities. - Program is described as the largest procurement of image intensifier tubes ever undert EQUITY | Jun 29, 2026, 05:31 AM UTC H com Asia Market Update: Market impact of Middle East weekend kinetic activity blunted by Qatar talks tomorrow; ECB’s Sintra Forum starts, wi ***General Trend and Developments*** -Crude oil looked to be heading towards a higher open and US equity FUTs a lower open, until 20 minutes before the Monday reopenings, when Axios reported that the US and Iran would ha MACRO | Jun 29, 2026, 05:30 AM UTC L Philippines sells total PHP60B vs PHB50-60B indicated in 3-month, 6-month and 12-month bills Philippines sells PHP60B in 3-month, 6-month and 12-month bills. EQUITY | Jun 29, 2026, 05:28 AM UTC M JPMorgan Raises 2026 Year-End Stoxx 600 Target To 680 From 630 JPMorgan raises Stoxx 600, FTSE 100, and MSCI Eurozone Index year-end targets EQUITY | Jun 29, 2026, 05:27 AM UTC M Apple's Reported Push To Buy Chinese Memory Chips Isn't About Lower Prices, It's About Surviving A Worsening AI-Driven Supply Crunch, Says A Apple seeks additional memory chip source due to widening supply gap. EQUITY | Jun 29, 2026, 05:26 AM UTC H Hezbollah Accuses Israel Of Continued Ceasefire Violations – Al Jazeera US official confirms Iran talks will proceed on MoU implementation GEOPOLITICS | Jun 29, 2026, 05:25 AM UTC M JP Morgan raises 2026 year-end target for Stoxx 600 index to 680 from 630 JP Morgan raises Stoxx 600 year-end target to 680. FX | Jun 29, 2026, 05:24 AM UTC M South Korea Govt: Expects At Least KRW 30T Investment Over Next 15 Years In Next-Gen Memory, Edge AI And Defence Chips South Korea Govt: Expects At Least KRW 30T Investment Over Next 15 Years In Next-Gen Memory, Edge AI And Defence Chips EQUITY | Jun 29, 2026, 05:23 AM UTC H Trump's Schedule Daily Prep Articles Week Ahead Prep Articles Upcoming Earnings Estimates 30th June NKE 16:15 ET EPS: $0.13 $10.85B Nike reports earnings on June 30th at 16:15 ET with EPS of $0.13 and revenue of $10.85B. EQUITY | Jun 29, 2026, 05:23 AM UTC L Samsung and SK Hynix to build 2 chip fabs each in 800T Won project Samsung and SK Hynix to build 2 chip fabs each in 800T Won project EQUITY | Jun 29, 2026, 05:23 AM UTC M South Korea MInister: Expects To Double DRAM Production Capacity Within Five Years South Korea aims to double DRAM production capacity within five years. GEOPOLITICS | Jun 29, 2026, 05:22 AM UTC L South Korea aims to double its dram production capability in 5 years South Korea targets doubling dram production in 5 years. EQUITY | Jun 29, 2026, 05:20 AM UTC L Korea's Kim: Global memory market to grow fourfold within 5 yrs Korea's Kim: Global memory market to grow fourfold within 5 yrs EQUITY | Jun 29, 2026, 05:20 AM UTC M SK Group’s Lee: Balanced Growth In South Korea Has Become A Survival Tactic SK Group's Lee calls for accelerated chip base building in South Korea. EQUITY | Jun 29, 2026, 05:15 AM UTC M Dutch Manufacturing Confidence Actual 1.3 (Forecast -, Previous -2.0) Dutch Manufacturing Confidence Actual 1.3 FX | Jun 29, 2026, 05:14 AM UTC M Roche Launches Next-Generation Sequencing Platform Axelios 1 Expects Global Research-Use-Only Commercial Release In Summer 2026 To Pursue Development Roadmap For Clinical Market Initial Focus On North America And Select Markets In Europe And APAC Axelios 1 Platform Priced At USD 7 FX | Jun 29, 2026, 05:13 AM UTC H US Stock Futures Rise on Gains in Oil Pares and Iran - Asia Market Wrap US equity futures advanced after reports suggested the US and Iran were stepping back from further military escalation, easing concerns over the fragile ceasefire supporting ongoing peace negotiations. S&P 500 and Nasdaq RATES | Jun 29, 2026, 05:13 AM UTC M ICYMI | France Hunts For New EU Taxes To Fund €2T Budget - Politico READ HERE EQUITY | Jun 29, 2026, 05:07 AM UTC L South Korea President Lee: There's massive competition in chips, AI sectors (KR) South Korea President Lee: There's massive competition in chips, AI sectors GEOPOLITICS | Jun 29, 2026, 05:07 AM UTC L Reminder: Philippines to sell combined PHP50-60B in 3-month, 6-month and 12-month bills; Results expected around 01:15 ET (05:15 GMT) Philippines to sell combined PHP50-60B in 3-month, 6-month and 12-month bills EQUITY | Jun 29, 2026, 05:05 AM UTC L German Foreign Min Wadephul: We'll discuss new burden-sharing arrangement with NATO Germany to discuss new NATO burden-sharing arrangement EQUITY | Jun 29, 2026, 05:04 AM UTC M Germany’s Foreign MInister Wadephul: Will Discuss New NATO Burden-Sharing Arrangement With Rubio Germany's Foreign Minister to discuss new NATO burden-sharing arrangement GEOPOLITICS | Jun 29, 2026, 05:02 AM UTC H Acquires Kartos Therapeutics for $450M upfront; Up to $1.3B in milestones Acquisition adds navtemadlin, an investigational oral MDM2 inhibitor in Phase III for myelofibrosis as an add-on therapy to standard of care ruxolitinib. - POIESIS Phase III registrational trial is designed to enroll >60 EARNINGS | Jun 29, 2026, 05:00 AM UTC L Finnish June consumer confidence down 5.3 points: Statistics Finland Finnish June consumer confidence down 5.3 points: Statistics Finland MACRO | Jun 29, 2026, 05:00 AM UTC L Finnish June industry confidence drops 4 points - EK Finnish industry confidence drops 4 points in June. EQUITY | Jun 29, 2026, 05:00 AM UTC L US Secretary of State Rubio: we will discuss new burden-sharing deal within NATO US Secretary of State Rubio: we will discuss new burden-sharing deal within NATO GEOPOLITICS | Jun 29, 2026, 05:00 AM UTC H European Economic Schedule for Mon, Jun 29th 2026 **All times listed for economic events are denominated in Eastern Standard Time (Add 4 hours for GMT equivalent) ***As always times are subject to change*** **Economic data** - 01:00 (FI) Finland Jun Consumer Confidence: MACRO | Jun 29, 2026, 05:00 AM UTC M Pfizer GLP-1 Drug Passes Preliminary Review For China’s Medical Insurance Drug List Pfizer's GLP-1 drug passes preliminary review for China's medical insurance drug list. GEOPOLITICS | Jun 29, 2026, 04:59 AM UTC L Preview: Finland Jun Confidence data expected at 01:00 ET (05:00 GMT) Finland June confidence data previewed MACRO | Jun 29, 2026, 04:55 AM UTC L Indonesia Senior Deputy Central Bank Governor: Bank Indonesia will maintain liquidity with all our instruments (ID) Indonesia Senior Deputy Central Bank Governor: Bank Indonesia will maintain liquidity with all our instruments CENTRAL_BANK | Jun 29, 2026, 04:52 AM UTC L China's Dalian Commodity Exchange planning to introduce first sulphur futures contracts in fourth quarter: sources China's Dalian Commodity Exchange planning to introduce first sulphur futures contracts in fourth quarter: sources GEOPOLITICS | Jun 29, 2026, 04:44 AM UTC L China's President Xi has met Belarussian President Lukashenko in Beijing - CCTV China's President Xi meets Belarussian President Lukashenko in Beijing EQUITY | Jun 29, 2026, 04:35 AM UTC M Toyota’s Parent-Only Global Vehicle Production Fell 5.5% Y/Y To 765,470 Units In May Parent-Only Global Vehicle Sales Fell 7.2% Y/Y To 834,279 Units Parent-Only Overseas Vehicle Production Fell 9.4% Y/Y To 514,882 Units Parent-Only Japan Vehicle Production Rose 3.7% Y/Y To 250,588 Units EQUITY | Jun 29, 2026, 04:31 AM UTC H European Briefing 29/06/2026: Japan’s Retail Sales Rise A Third Month On Wage Gains, Subsidies; US, Iran Agree To Halt Strikes And Meet This US Official: US And Iran Agree To Halt Strikes And Meet This Week - Iran Warns Control Of Hormuz Means Further Violence If Challenged - Fed s Barkin Warns Inflation Remains Too High Despite Signs Of Relief - Bond Heavywe MACRO | Jun 29, 2026, 04:30 AM UTC L New Zealand May Filled Jobs M/M: 0.3% v -0.1% prior Prior Filled Jobs revised lower from 0.2% to -0.1% EQUITY | Jun 29, 2026, 04:24 AM UTC H Israel Apr Manufacturing Production M/M: +29.8% v -17.5% prior Prior MoM revised lower from -18.1% to -17.5% GEOPOLITICS | Jun 29, 2026, 04:24 AM UTC L *(CN) China MOFCOM: China adds 20 Japan firms to export control list for links to Japan's military; Aimed at stopping Japan's "remilitarisat China adds 20 Japan firms to export control list over military links EQUITY | Jun 29, 2026, 04:24 AM UTC L Equinor: TD Cowen lowers target price to NOK 360 from NOK 392 Equinor: TD Cowen lowers target price to NOK 360 from NOK 392 EQUITY | Jun 29, 2026, 04:08 AM UTC M Elon Musk Shares Wish For Mankind On 55th Birthday, Mom Maye Says Son Celebrated With Rocket And Moon Base Cake Elon Musk, best known as the CEO of Tesla Inc. (NASDAQ: TSLA ) and SpaceX (NASDAQ: SPCX ), celebrated his 55th birthday Sunday with public wishes from family members, investors, political figures and entertainers who fra EQUITY | Jun 29, 2026, 04:05 AM UTC M Freight Shipping Costs Surge As Companies Race To Beat New Trump Tariffs – FT READ HERE GEOPOLITICS | Jun 29, 2026, 04:05 AM UTC H UK Poised To Act Over Iran Sanction Breaches – FT UK to act over Iran sanction breaches GEOPOLITICS | Jun 29, 2026, 04:04 AM UTC M Volkswagen’s Brutal Jobs Cull Sparks Prospect Of Sale Of Crown Jewels – FT READ HERE EQUITY | Jun 29, 2026, 04:04 AM UTC M VW Plans Up To 100,000 Job Cuts; Weighs Further Asset Sales Following €10B Marine Unit Deal – FT Restructuring Costs May Offset Everllence Sale Proceeds EQUITY | Jun 29, 2026, 04:03 AM UTC H UK poised to act over Iran sanction breaches - FT UK increasingly looking to take Iran enforcement actions Link GEOPOLITICS | Jun 29, 2026, 04:03 AM UTC L New Zealand May Filled Jobs M/M: 0.3% v -0.1% prior Prior Filled Jobs revised lower from 0.2% to -0.1% MACRO | Jun 29, 2026, 04:02 AM UTC L FX options on USD/JPY worth $2.3B to expire Monday at strike price 161.50 (currently USD/JPY 161.75) one-week implied volatility rises 0.25 vol to 6.82 EQUITY | Jun 29, 2026, 04:02 AM UTC M PBoC Unexpectedly Withholds Rate On New Overnight Operation READ HERE CENTRAL_BANK | Jun 29, 2026, 03:51 AM UTC L Malaysia Economy Minister: Fertiliser costs expected to rise 15-20%, livestock feed costs seen rising 8% (MY) Malaysia Economy Minister: Fertiliser costs expected to rise 15-20%, livestock feed costs seen rising 8% GEOPOLITICS | Jun 29, 2026, 03:51 AM UTC M PBoC Overnight Reverse Repo Rate Reportedly Set At 1.25% (est 1.35%) PBoC sets overnight reverse repo rate at 1.25%. CENTRAL_BANK | Jun 29, 2026, 03:46 AM UTC L China PBOC Open Market Operation (OMO): Sells CNY300B in 1-day Overnight Reverse Repos (first operations in this tenor) - Statement Injects CNY300B v no prior at 1.25% v no prior - - PBOC did not disclose overnight reverse repo rate. - ** Note: Today is the first day or the overnight reverse repos being offered - - **Reminder 24th June: (CN) China's CENTRAL_BANK | Jun 29, 2026, 03:38 AM UTC L Venezuela Interim President Delcy Rodriguez: Have managed to reconnect a large part of La Guaira State to the national electric system **Follow up: Power restored to Venezuela's 645,000bpd Amuay refinery - Sources - - **Reminder 24th June: *(VE) USGS: 7.5 mag earthquake strikes in Moron, Venezuela region; USGS estimates ~39% chance of fatalities in the EQUITY | Jun 29, 2026, 03:38 AM UTC L China's central bank launches overnight reverse repos with borrowing cost at 1.25%, below market forecasts: sources China's central bank launches overnight reverse repos with borrowing cost at 1.25%, below market forecasts: sources CENTRAL_BANK | Jun 29, 2026, 03:34 AM UTC L Venezuela Interim President Delcy Rodriguez: Have managed to reconnect a large part of La Guaira State to the national electric system Power restored to Venezuela's Amuay refinery EQUITY | Jun 29, 2026, 03:26 AM UTC L Thailand sells THBB vs THB20B indicated in 6-month bills: Avg Yield: % v 0.93216%; bid-to-cover: x v 2.36x prior Results: Historical data base e-Bidding (bot.or.th) RATES | Jun 29, 2026, 03:25 AM UTC M Power Restored To Venezuela’s 645K BPD Amuay Refinery, Sources Say Power Restored To Venezuela’s 645K BPD Amuay Refinery, Sources Say - RTRS ENERGY | Jun 29, 2026, 03:23 AM UTC L President Trump to sign executive orders at 15:00 ET on Monday, 29th June, 2026 **Reminder earlier: (US) Follow up: House Speaker Johnson: Will send Housing Bill over to Pres Trump on Monday - Fox News GEOPOLITICS | Jun 29, 2026, 03:21 AM UTC L South Korea's Presidential Office: [Confirms] Samsung's Lee, SK Hynix's Chey to unveil investment plans today **Reminder earlier: 005930.KR (KR) Samsung, SK Group said to invest a total KRW2,000T over 10 years - Korea press (update) - - President Lee to chair the 'National Report Meeting on Korea’s Great Leap Forward Three Mega- EQUITY | Jun 29, 2026, 03:21 AM UTC L Bank of International Settlements (BIS): AI-led market slump could have larger impact than previous busts AI bust could detabilize financial system as debts rise - - AI investment boom could end in economically harmful bust - - AI-driven demand for energy and electronics may push inflation higher EQUITY | Jun 29, 2026, 03:21 AM UTC H RBA Assist Gov Kent (Financial Markets): Board may have less tolerance for inflation below target - speech on Additional Monetary Polic RBA will be better prepared to respond to next crisis - - Would consider responding more decisively to disinflation - - Negative rates could in principle provide extra stimulus - - Negative rates over time can impair mar CENTRAL_BANK | Jun 29, 2026, 03:21 AM UTC H Barron's Weekend Summary: Recent market dynamics have prompted a need for companies to adapt strategically Cover Story: - -Cheap drones are reshaping the defense sector by proving that low-cost, mass-produced systems can threaten or destroy weapons platforms that cost hundreds of Ms of dollars. The Iran war reinforced the les EQUITY | Jun 29, 2026, 03:21 AM UTC M AOC Targets Apple, Calls For Breakup Of 'Far Too Big' Companies After Tim Cook Defends Price Hikes: Need 'Consumer Protections' For People Over the weekend, Rep. Alexandria Ocasio-Cortez (D-N.Y.) renewed her push for stronger antitrust action against Big Tech, arguing companies like Apple Inc. (NASDAQ: AAPL ) have become too powerful as the AI-driven chip s GEOPOLITICS | Jun 29, 2026, 03:15 AM UTC M Japan Targets Doubling Real Growth To Over 1% In Economic Blueprint READ HERE EQUITY | Jun 29, 2026, 03:10 AM UTC M Ships Remplir devices to Ukraine for humanitarian nerve repair aid Australian corporate donors agreed to buy 100 Remplir devices at humanitarian pricing for shipment to Ukraine; Orthocell donated a further 100 devices and Ukraine Crisis Appeal pledged A$10K. - Initial humanitarian shipm EQUITY | Jun 29, 2026, 03:10 AM UTC L China’s Xi meets Belarus president in Beijing: CCTV China’s Xi meets Belarus president in Beijing: CCTV GEOPOLITICS | Jun 29, 2026, 03:04 AM UTC M Afghan Taliban Spokesperson: Dozens Killed And Injured In Pakistani Air Strikes On Border Areas Of Afghanistan Afghan Taliban Spokesperson: Dozens Killed And Injured In Pakistani Air Strikes On Border Areas Of Afghanistan GEOPOLITICS | Jun 29, 2026, 03:01 AM UTC L Bank of International Settlements (BIS) said to have warned that the AI investment boom could turn into a prolonged downturn if expecte (CH) Bank of International Settlements (BIS) said to have warned that the AI investment boom could turn into a prolonged downturn if expected returns fail to materialize - FT EQUITY | Jun 29, 2026, 02:59 AM UTC L Israel Apr Manufacturing Production M/M: +29.8% v -17.5% prior Prior MoM revised lower from -18.1% to -17.5% EQUITY | Jun 29, 2026, 02:52 AM UTC L Ukraine hits Crimea bridge causing Russian emergency declaration - WSJ (weekend update) On Saturday Russian-installed authorities in Crimea declared a state of emergency after Ukraine's drone-enforced blockade caused fuel and energy shortages. - The campaign includes more than 100 drone strikes a day and ha EQUITY | Jun 29, 2026, 02:51 AM UTC M ChatGPT Towers Over Claude With 900 Million Users — But Anthropic May Be Winning The AI Revenue Race, IDC Estimates Anthropic may be generating more revenue than OpenAI despite having fewer users, according to IDC estimates. EARNINGS | Jun 29, 2026, 02:36 AM UTC M Japan Morning Close: Nikkei Index Falls 0.7% To 68,969.43; Topix Index Falls 0.1% To 3,960.38 Japan Morning Close: Nikkei Index Falls 0.7% To 68,969.43; Topix Index Falls 0.1% To 3,960.38 EQUITY | Jun 29, 2026, 02:35 AM UTC H South Korea MOF sells 2-year Bonds: Avg Yield: 3.665% Results EQUITY | Jun 29, 2026, 02:32 AM UTC L New Zealand May Filled Jobs M/M: 0.3% v -0.1% prior Prior Filled Jobs revised lower from 0.2% to -0.1% MACRO | Jun 29, 2026, 02:31 AM UTC L FX options on USD/JPY worth $2.3B to expire Monday at strike price 161.50 (currently USD/JPY 161.75) one-week implied volatility rises 0.25 vol to 6.82 EQUITY | Jun 29, 2026, 02:31 AM UTC L *(CN) MOFCOM: China adds 20 Japan firms to export control list for links to Japan's military; Aimed at stopping Japan's "remilitarisation an Japanese entities added to export control list include National Institute for Defense Studies, Mitsubishi Electric Engineering, Mitsui E&S, ASCL - China bans dual-use items export to 20 Japanese entities - Adds 20 Japane EQUITY | Jun 29, 2026, 02:20 AM UTC M Japan Draft Economic Blueprint Shows Govt To Aim To Entrench Annual Real GDP Growth Above 1% Japan Draft Economic Blueprint Shows Govt To Aim To Entrench Annual Real GDP Growth Above 1% - RTRS MACRO | Jun 29, 2026, 02:11 AM UTC L Japan government aims to secure annual real economic growth over 1%, draft policy blueprint reveals Japan government aims to secure annual real economic growth over 1%, draft policy blueprint reveals GEOPOLITICS | Jun 29, 2026, 02:10 AM UTC L China commerce ministry: measures target select Japanese firms, apply solely to dual-use goods, leave normal China-Japan trade unaffected China commerce ministry: measures target select Japanese firms, apply solely to dual-use goods, leave normal China-Japan trade unaffected GEOPOLITICS | Jun 29, 2026, 02:08 AM UTC M Japan’s Chief Cabinet Secretary Kihara: Chinese Vessel Activity Near Yonaguni Is Unacceptable Japan's Chief Cabinet Secretary Kihara calls Chinese vessel activity near Yonaguni unacceptable. EQUITY | Jun 29, 2026, 02:08 AM UTC L China commerce ministry: export restrictions on 20 Japanese firms target Japan's remilitarization and nuclear goals China commerce ministry: export restrictions on 20 Japanese firms target Japan's remilitarization and nuclear goals GEOPOLITICS | Jun 29, 2026, 02:07 AM UTC L Japan Chief Cab Sec Kihara: China vessel activity near Yonaguni is unacceptable (JP) Japan Chief Cab Sec Kihara: China vessel activity near Yonaguni is unacceptable EQUITY | Jun 29, 2026, 02:06 AM UTC M China Commerce Ministry: Exporters Prohibited From Supplying Dual-Use Items To Listed Japanese Entities Foreign Organisations And Individuals Also Prohibited From Transferring Or Providing China-Origin Dual-Use Items To Listed Entities GEOPOLITICS | Jun 29, 2026, 02:04 AM UTC M China Adds Mitsubishi Electric Engineering To Export Control List China Adds Mitsubishi Electric Engineering To Export Control List - BBG GEOPOLITICS | Jun 29, 2026, 02:04 AM UTC L China commerce ministry: exporters barred from sending dual-use items to them, foreign groups and individuals banned from transferring or su China commerce ministry: exporters barred from sending dual-use items to them, foreign groups and individuals banned from transferring or supplying such goods originating from... GEOPOLITICS | Jun 29, 2026, 02:03 AM UTC L China Adds 20 Japanese Entities To Export Control List Over Links To Japan’s Military – Commerce Ministry National Institute For Defense Studies Among Entities Added GEOPOLITICS | Jun 29, 2026, 02:02 AM UTC H China commerce ministry adds 20 Japanese companies to export control list for ties to Japan military buildup China commerce ministry adds 20 Japanese companies to export control list for ties to Japan military buildup GEOPOLITICS | Jun 29, 2026, 02:01 AM UTC H Weekend Papers Summary US, China, EU, Argentina, Russia, Iran: trade tensions, sanctions, tariffs, energy, geopolitics. EQUITY | Jun 29, 2026, 01:50 AM UTC L Taiwan equities climb over 2% Taiwan equities climb over 2% GEOPOLITICS | Jun 29, 2026, 01:45 AM UTC H Bank of Korea sells KRW500B indicated in 3-month Monetary Stabilization Bonds (MSB); Average yield: 2.740% Bank of Korea sells KRW500B in 3-month Monetary Stabilization Bonds with 2.74% average yield. EQUITY | Jun 29, 2026, 01:40 AM UTC L S.Korea central bank: sells 91-day monetary stabilization bonds at 2.74% yield S.Korea central bank: sells 91-day monetary stabilization bonds at 2.74% yield CENTRAL_BANK | Jun 29, 2026, 01:40 AM UTC L President Trump to sign executive orders at 3:00pm ET on Monday, 29th June, 2026 US President Trump to sign executive orders on Monday. EQUITY | Jun 29, 2026, 01:39 AM UTC L Shanghai Composite opens flat at 4,026 (CN) Shanghai Composite opens flat at 4,026 EQUITY | Jun 29, 2026, 01:39 AM UTC L Hang Seng opens +0.7% at 22,828 (HK) Hang Seng opens +0.7% at 22,828 EQUITY | Jun 29, 2026, 01:39 AM UTC L IRGC: Confirms US forces attacked Sirik Island today; Iran's response will be swift and decisive; No damage was caused to the port of S A separate report from Fox News says US military attacks in Iran are complete for tonight EQUITY | Jun 29, 2026, 01:39 AM UTC