Alpha – Telegram
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Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
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🌎 The current exchange rates show USDCNY at 7.204 and USDTRUB at 81. For more details, visit this link and this link.
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💥✴️ Bitcoin (BTC) has surpassed the $111,000 mark, marking a significant milestone for the cryptocurrency. This surge reflects growing investor interest and market dynamics. Analysts remain optimistic about further gains as BTC continues to capture attention in the financial world. For more details, visit this link.
🚨 Australia has released its May preliminary economic data. The Manufacturing PMI remained steady at 51.7, while the Services PMI decreased to 50.5 from 51. The Composite PMI also fell to 50.6, down from 51. These figures indicate a mixed performance in the Australian economy, with manufacturing stable but services showing a decline.
🔔 Japan's economic indicators for May show a mixed picture. The Manufacturing PMI rose to 49, up from 48.7, indicating slight improvement in the sector. However, the Services PMI declined to 50.8, down from 52.4, suggesting a slowdown in service activities. The Composite PMI also fell to 49.8 from the previous 51.2, reflecting a contraction in overall economic performance.
🌎 Emerging markets are poised for a potential surge as the narrative of "selling American markets" gains traction. Analysts suggest that this shift could lead to significant opportunities in emerging economies. For more insights, visit CNBC.
⚠️✴️ The CEO of SafeMoon has been found guilty of cryptocurrency fraud, facing a potential sentence of up to 45 years in prison.
📰 Russian companies boosted coal exports to China from January to April, according to reports. For more details, visit Vedomosti.
🚨🇯🇵 The yield on Japan's 40-year bonds is breaking records, indicating a significant shift in the country's financial landscape. Investors are closely monitoring these developments as they could impact the broader market. For more information, visit here.
⚠️🇺🇸 TLT, an ETF tracking long-term U.S. government bonds, has fallen to its lowest point since November 2023. The yield on 30-year U.S. bonds has reached multi-year highs, surpassing the significant 5% mark. This has triggered substantial sell-offs in U.S. government bonds as interest rates rise. Many experts consider the increasing yields of Japanese bonds a major risk for U.S. government bonds and global markets, as Japan, the largest holder of U.S. bonds, is repatriating capital amid rising domestic yields.
⚠️🇺🇸 TLT, the ETF tracking long-term U.S. government bonds, has fallen to its lowest level since November 2023. The yield on 30-year U.S. bonds has reached multi-year highs, surpassing the critical 5% mark. Strong sell-offs in U.S. government bonds are causing rates to rise. Experts warn that increasing yields on Japanese bonds pose a significant risk to U.S. government bonds and global markets, as Japan, the largest holder of U.S. bonds, is repatriating capital amid rising domestic yields. Japan is also actively negotiating trade with the U.S., which may leverage the bond market in these talks.
🚀 David Sachs, the cryptocurrency leader in the U.S., expressed confidence that the GENIUS Act on stablecoins will soon be approved. Many investment firms and top players in the crypto industry believe that the implementation of stablecoin regulations will serve as a powerful catalyst for the cryptocurrency sector and markets.
🚀 The market for digital financial assets (CFA) is projected to reach 1.7 trillion rubles by 2028, provided that legislative requirements for issuers remain stable and tax regulations are eased. Experts highlight the importance of these factors for the growth of the sector. For more details, visit here.
⚠️🇹🇷 The Turkish lira has hit new historical lows against the dollar, with the exchange rate reaching 38.83 (USDTRY).
🇷🇺 Investors are stocking up on OFZ bonds. On the expectations of a rate cut by the Central Bank, the Finance Ministry placed government securities worth 148 billion rubles — Ъ.
🚨🇺🇦 The next negotiations between Russia and Ukraine are set to take place in mid-June in Vatican City, according to sources from the Wall Street Journal. For further details, visit WSJ.
🚨🇺🇸 Trump is considering the privatization of Fannie Mae and Freddie Mac. The companies were nationalized in 2008 during the financial crisis, but Trump claims they are now "performing very well" and generating substantial profits.
⚠️🇷🇺 The Moscow Exchange Index (IMOEX) has fallen below 2800, signaling a decline in the Russian stock market. Investors are closely monitoring the situation as market dynamics shift. For more information, visit here.