Asad

Apple In China by Patrick McGee …

@LeylaKuni 🙃

“The Middle East has its oil, China has rare earths … it is of extremely important strategic significance.” - Deng Xiaoping in 1992

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A few weeks ago, Apollo’s chief economist Torsten Sløk sent around a chart showing how liquidity for “off-the-run” corporate bonds was the worst since March 2020. Pimco has now offered up an oblique riposte. ft.com/content/010fda…

“Yesterday’s reaction shows the tax [Tariffs] increase was worse than anticipated. US dollar weakness is telling. We often hear that when the US sneezes the global economy catches cold. This is not the US sneezing. This is the US cutting off its own arm.” - Paul Donovan, UBS

“Last year, Indonesia accounted for 61% of the global refined nickel supply … Its market share is expected to grow to 74% by 2028 … Indonesia now controls more of the world’s supply of nickel than Opec did of oil at the cartel’s peak in the 70s” ft.com/content/0bbbe7… via @ft

👋🏽 😴 …

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Maison Estelle … 📵

Proper fight. Two warriors. Solid performance by Beterbiev and absolute class from Bivol in the post fight interview … #BeterbievBivol

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$CSCO $NVDA …. 🤔