PiQ

Discomfort with a winning position is real. It is not the same thing as a reason to exit.

Putin: Russia to continue Ukraine campaign, rejects Kyiv's peace proposal President Vladimir Putin stated Russia will continue its campaign to capture four Ukrainian regions, dismissing a Ukrainian proposal for a mutual halt to long-range strikes. Putin also highlighted the need to boost air defense against Ukrainian drone attacks targeting Russia's oil industry. piqmarkets.com/geopolitics-gl…

Sovereign Investors Pivot to Energy Assets, Flag Dollar Concerns Sovereign wealth funds and central banks managing $29 trillion are increasing investments in energy assets and expressing growing concerns about the U.S. dollar's long-term position, according to an Invesco survey. Geopolitical shifts and U.S. debt levels are driving this reassessment. piqmarkets.com/macro-rates-fx…

Iran and US agree to halt attacks and renew talks, Axios reports Iran and the United States have reportedly agreed to halt recent hostilities and resume talks regarding the Strait of Hormuz dispute. The agreement, if confirmed, could end a series of tit-for-tat strikes that threatened an interim peace deal. piqmarkets.com/geopolitics-gl…

North Korea condemns Japan-U.S. military drills as 'war rehearsal' North Korea has criticized joint military exercises between Japan's Ground Self-Defense Forces and the U.S. Marine Corps, labeling them a 'war rehearsal' and accusing Japan of sharpening its invasion capabilities. piqmarkets.com/geopolitics-gl…

UK companies' growth expectations hit lowest this year British companies' expectations for growth in the coming quarter fell to their lowest level this year in June, according to a Confederation of British Industry survey. The gauge of expected output volumes dropped to -28 from -24. piqmarkets.com/macro-rates-fx…

Israeli forces bulldoze Palestinian olive groves in West Bank Israeli forces used bulldozers to uproot hundreds of olive trees in the West Bank village of al-Mughayyir, with residents stating the action is part of a broader effort to control land and displace Palestinians. The Israeli army stated the operation followed a "serious shooting attack" near the village. piqmarkets.com/geopolitics-gl…

Man charged with attempted murder after car hit pedestrians in west London Timir Ahmed Mohamed, 34, has been charged with five counts of attempted murder and other offenses after a vehicle struck pedestrians in Ealing, west London. Three people were hospitalized with non-life-threatening injuries. piqmarkets.com/us-politics-po…

China's Onshore IPOs Rebound Driven by AI and Chip Firms China's onshore technology IPO market is experiencing a significant rebound, with AI and chip companies leading the charge. This surge is driven by Beijing's strategic push for technological self-reliance amid U.S. rivalry, offering crucial exit opportunities for investors. piqmarkets.com/asia-pacific/s…

The economics of Crystal Meth in the U.K.

Quality content.

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Birria time at the Rhodie Gran Casa in the Central Highlands of Mexico

Desk Note (AU) | Mon 29 Jun 2026, 08:32 AEST The US and Iran conducted strikes over the weekend on alleged transit violations. Meeting scheduled in Doha tomorrow. Anthropic agrees deal with US government to release mythos model in restricted fashion. AU headline inflation is now expected to peak around 4.25% mid-year according to Chalmers. RBA's Kent speaks on monetary policy tools in Sydney today. Market tone (Monday futures open): US 500 +0.70%, US Tech 100 +0.74%, Russell 2000 +0.73%, Wall St +0.3% WTI ~$70.22 (+0.18%), Brent ~$73.43 (+0.43%) Today watch: tone going into the Doha meeting, AU inflation. Info only. Platform data reflects aggregated activity; not market-wide. This is not financial advice.

UK defence plan scraps destroyer replacement, prioritizes drones The UK's upcoming defence plan will reportedly scrap the replacement of aging destroyers in favor of at least six new "hybrid" vessels designed to deploy drones. Defence Secretary Dan Jarvis secured additional funding for the plan, though critics argue it remains insufficient. piqmarkets.com/us-politics-po…

Asia's AI rally winners face rising leverage and supply constraints Asian AI stocks in Japan, South Korea, and Taiwan are experiencing increased volatility due to heightened retail investor leverage. While demand for AI infrastructure, particularly memory chips, continues to outstrip supply, this concentration poses a risk for the rally's sustainability. piqmarkets.com/equities-funds…

BIS Warns Stablecoins Risk Financial Fragmentation; Binance Sees Outflows The Bank for International Settlements warned that stablecoins risk fragmenting the global monetary system. Meanwhile, Binance experienced over $400 million in net outflows ahead of a key European licensing deadline, as EU lawmakers consider further crypto regulations. piqmarkets.com/crypto-digital…

EU envoy sees 'productive' outcome on steel dispute, warns of risks from N.K.-Russia ties The EU's ambassador to South Korea expressed confidence in a resolution to the steel tariff dispute and urged stronger bilateral cooperation amid rising geopolitical challenges, particularly warning about proliferation risks from deepening North Korea-Russia military ties. piqmarkets.com/european-polit…

China Tests Underwater AI Data Center Powered by Offshore Wind China has launched the world's first commercially operated underwater data center, powered by offshore wind and cooled by the ocean. The facility in Shanghai's Lingang Special Area is part of a strategy to synchronize AI cluster development with power infrastructure, aiming to reduce energy consumption and land use. piqmarkets.com/ai-technology/…

Andy Burnham to propose plan for decentralizing UK power Andy Burnham, a leading Labour figure, is set to unveil a plan to shift power from London to UK regions and local communities. The proposal aims to drive economic growth and address inequalities through devolution of authority and potential tax powers. piqmarkets.com/us-politics-po…

Oil Prices Climb on Renewed US-Iran Strikes and Strait of Hormuz Fears Oil prices rose on Sunday evening, with Brent crude surging beyond $80 per barrel and WTI climbing as the U.S. and Iran continued to trade airstrikes. Fears of a Strait of Hormuz closure and threats to vital energy infrastructure have resurfaced. piqmarkets.com/commodities-en…

@David11359148 🤣🤣

@PiQMarkets Also known as my backside after a vindaloo

A pie chart showing all countries that have been hit by a nuclear bomb…