Forex
White House estimates $19B–$26B in lost tariffs from transshipped goods
U.S. administration cites evasion via third countries as a major factor in uncollected import duties, with focus on China-related trade flows.
Oil prices steady ahead of weekly gain on Iran, supply risks
Brent and WTI crude hold gains as geopolitical tensions in Iran and broader supply uncertainties underpin prices ahead of weekend settlement.
Japan warns of further yen intervention, faster BOJ hikes
Former top diplomat signals Tokyo may step up currency action and accelerate monetary tightening as yen weakness persists.
Brazil launches probe into U.S. tariffs under reciprocity rules
Commerce ministry initiates reciprocity process after Washington imposes additional levies on Brazilian goods. Investigation aims to assess impact and potential countermeasures.
SEC delays tokenization exemption amid Wall Street and White House concerns
Regulator postpones 'innovation exemption' for tokenized securities after pushback from financial industry and administration officials. Move underscores regulatory caution on digital asset integration.
EUR/USD rises as Fed rate hike bets fade on softer U.S. data
Dollar weakens after U.S. economic reports reduce bets on a Federal Reserve rate increase, lifting the euro against the greenback.
Israeli strikes in southern Lebanon kill 11
Military action targets southern Lebanon amid escalating regional tensions. Casualties reported as strikes hit residential areas.
SEC postpones long-awaited crypto regulation proposal indefinitely
The U.S. Securities and Exchange Commission cancels its first major crypto rule proposal, delaying the regulatory process without setting a new date.
U.S. imposes tariffs on foreign drone imports
New levies target imported drones, escalating trade barriers amid broader protectionist policies. Details on rates and affected regions remain pending.
U.S. dollar firms as North American session awaited for direction
Dollar index edges higher ahead of Canadian and U.S. data releases, with traders positioning for potential policy cues.
USD/JPY tests Japan’s suspected FX intervention line as carry demand rises
Japanese yen’s decline against the dollar approaches levels that previously prompted suspected currency intervention, while rising global interest rates fuel demand for higher-yielding assets.
Oil prices hinge on Hormuz amid demand slowdown
Geopolitical risks in the Strait of Hormuz and weakening demand growth weigh on oil markets, with Brent and WTI crude under pressure.
Tether completes 'Big Four' audit of $180 bln USDT reserves
KPMG U.S. confirms Tether's gold holdings and $180 billion USDT liabilities in long-awaited audit. Results aim to bolster transparency amid regulatory scrutiny.
Cerebras enables OpenAI’s GPT-5.6 Sol ultrafast mode at 750 tokens/sec
AI chipmaker Cerebras Systems integrates its hardware with OpenAI’s latest model to deliver real-time inference at unprecedented speed.
Google launches Gemini 3.7 Flash AI model for coding, agent workflows
New model designed to enhance AI-driven software development and autonomous agent systems with improved efficiency and performance.
The Supertanker’s Return: What Saudi’s Shipping Revival Means for Oil‑Linked Currencies
A supertanker docking at Ras Tanura after weeks of absence signals easing of Red Sea bottlenecks. I argue that the move will temper the recent rally in oil‑linked currencies and re‑anchor risk sentiment.
Ukraine proposes Black Sea truce to Russia amid food supply concerns
Kyiv seeks temporary ceasefire in Black Sea to ease grain exports and mitigate global food security risks, source says.
Pentagon says U.S. naval blockade of Iran can continue indefinitely
Defense Secretary emphasizes legal and operational basis for sustained maritime restrictions amid regional tensions.
U.S. aircraft carrier USS George Washington deployed to Middle East
Deployed following the longest continuous deployment of USS Abraham Lincoln at 265 days, marking a shift in regional naval operations.
DeepSeek launches V4 Pro model as expansion accelerates
Chinese AI firm DeepSeek unveils its latest flagship model, V4 Pro, amid plans to broaden global market reach and commercial applications.
Drone Nerds partners with DBOX for autonomous docking tech
Partnership aims to integrate DBOX’s autonomous docking systems with Drone Nerds’ drone platforms, enhancing operational efficiency and automation in commercial drone applications.
Steve Eisman flags China’s AI models as risk to global AI trade
Hedge fund manager Steve Eisman warns that China’s AI models could undermine the global AI trade due to quality and reliability concerns.
USD/JPY: Yen intervention risks rise as yen weakens further
Analysts warn Japan may intervene to support the yen as USD/JPY climbs to multi-decade highs, with policy divergence between the Fed and BoJ keeping pressure on the currency.
AUD/USD edges toward 0.7100 as bulls push resistance
Australian dollar strengthens against the U.S. dollar, testing a key resistance level after recent gains. Traders eye potential breakout or reversal signals.