BofA Securities predicts the Reserve Bank of India will maintain its repo rate at 5.25% due to reduced geopolitical uncertainty from the US-Iran peace agreement. The RBI will monitor food and fuel prices before any policy changes.
Franklin Templeton filed with the SEC to launch two ETFs that would reinvest stock dividends into Bitcoin exposure, aiming to integrate crypto into traditional portfolios without direct upfront investment.
TD analistleri, jeopolitik risklerin azalması ve merkez bankalarının sıkı para politikası duruşu nedeniyle doların toparlanmasının sınırlı kalacağını belirtti. Fed'in şahin görünümü ve faiz indirimi öngörmemeleri, tahvil faizlerinin yüksek kalmasına neden olabilir.
TD Bank analistleri, jeopolitik risklerin azalması ve merkez bankalarının sıkı para politikası duruşu nedeniyle doların toparlanmasının sınırlı kalacağını öngörüyor. Fed'in şahin tutumu ve faiz indirim beklentilerinin ortadan kalkmasıyla tahvil faizlerinin yüksek kalması bekleniyor.
India's central bank, RBI, is opting for domestic settlement of government securities on the NDS-OM platform, rejecting offshore options like Euroclear. Despite recent tax incentives for foreign investors, the RBI aims to consolidate liquidity locally for better price discovery and trading ease, fostering a unified market.
Donald Trump's closing speech at the G7 was marked by incoherence and a fixation on General Soleimani. He appeared breathless and ill, spending most of his time justifying a deal with Iran and repeatedly referencing Soleimani, who died in 2020. The speech lacked focus on G7 discussions and included bizarre asides.
Citadel Securities Küresel Makro Stratejiler Direktörü Frank Flight, ABD enflasyonunun kalıcı hale geldiğini ve Fed'in eylül ayında faiz artırımı yapma riskinin bulunduğunu belirtti. Flight, yapay zeka yatırımlarının da ekonomiyi canlı tuttuğunu ve iş gücü piyasasını hızlandırabileceğini vurguladı.
Donald Trump announced the cancellation of a Senate hearing for his Director of National Intelligence (DNI) nominee, Jay Clayton. Trump cited the need to ensure Jamie McDonald, a lawyer involved in one of his cases, is approved as US Attorney before replacing Clayton.
China's securities regulator announced a crackdown on stock market manipulation and illicit activities related to artificial intelligence themes, citing concerns over market abuse and potential bubbles fueled by the AI rally.
Elara Securities reports India's FY27 export outlook is challenging due to moderating global demand and high electronics imports. However, a weaker rupee, strong services exports, and remittances are expected to cushion external pressures, suggesting the worst phase is behind.
India's proposed Securities Markets Code will extend investigation timelines to one year, empower depositories to correct records, and require Sebi's recommendation for superseding market infrastructure institution boards. These changes follow extensive stakeholder consultations.
The Financial Supervisory Service (FSS) has launched an investigation into Mirae Asset Securities regarding the cancellation of SpaceX IPO share allocations. The FSS is examining the circumstances of the allocation failure and whether investors were adequately informed of the risks.
SpaceX's IPO highlighted the ambiguity in crypto exchanges' equity-linked instruments. Products ranged from actual shares to tracker certificates and perpetual futures, each with distinct risks and ownership claims.
TD Securities highlights upcoming index rebalancing dates for SpaceX post-IPO, emphasizing their importance for investors. Despite not being fast-tracked into the S&P 500, SpaceX's inclusion in other indexes like Nasdaq 100 is crucial.
SpaceX's IPO, priced at $135 per share and raising $75 billion, saw its stock surge 19% on its first day. South Korea's Mirae Asset Securities, initially allocated over 2.3 million shares, was ultimately excluded from the final share distribution, causing significant backlash and accusations of market exclusion.
The SEC is proposing to rescind Rule 611 of Regulation NMS, the trade-through rule, which has governed Wall Street for 20 years. This move is seen by crypto firms as a significant step towards enabling blockchain-based stock trading by removing a major structural barrier.
Metaplanet is acquiring Siiibo Securities for $13 million to develop and distribute Bitcoin-linked yield products directly to Japanese investors. This move signifies Metaplanet's strategic expansion beyond Bitcoin accumulation into active financial product development, aiming to tap into Japan's substantial household savings seeking yield.
Metaplanet will acquire Siiibo Securities for 2.1 billion yen ($13.1 million) to establish a securities arm, Metaplanet Securities, as part of its strategy to build a Bitcoin-centric financial ecosystem in Japan. The deal, expected to close in July, will leverage Siiibo's license and customer base to offer Bitcoin-related yield products.
President Trump nominated Jay Clayton as the next Director of National Intelligence, replacing acting head Bill Pulte amid controversy. The selection of Pulte, who investigated political adversaries, led to the House rejecting a surveillance program extension.
BlackRock filed an updated prospectus for its iShares Bitcoin Premium Income ETF (BITA), set to launch soon. This move intensifies competition with Goldman Sachs, as both firms aim to attract yield-seeking investors with novel Bitcoin ETF strategies.
Chinese biotech companies are pursuing global commercialization despite US regulatory barriers, leveraging cost advantages in markets like Europe. Insilico Medicine's Ren Feng highlighted the need for internationalization and the challenge of lacking overseas clinical teams, suggesting business development deals as a solution.
Archax has launched a new system on Hedera that allows tokenized securities to distribute interest payments in USDC in real time. This innovation ensures yield follows ownership continuously, addressing market inefficiencies and building on Archax's previous work with tokenized assets.
Kiwoom Securities analyzed that the US May CPI, driven by energy prices, showed a limited spread of inflation across the economy. Core CPI slowed, suggesting easing inflationary pressures, but future oil prices remain a key variable.
Yuanta Securities stated on the 11th that the recent adjustment in the power equipment sector is not due to a peak-out but a combination of profit-taking after a surge and rotation within AI themes. The firm expects a selective market in the second half, focusing on companies with confirmed order outlooks and EPS upgrades.
