Several US heavyweight investors reshuffle their Chinese tech stocks amid AI boom - SCMP
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A Wildberries warehouse in Russia’s Moscow region was hit in a drone attack, the regional governor says.
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Japan’s Nikkei average slides 2% amid broader market weakness.
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Bangkok gun shop trades bullets for baguettes as Thai firearm ban bites - SCMP
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Jefferies raises its target price on H&M to SEK 160 from SEK 154.
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China’s five-year plan for its oil and gas sector - SCMP
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New Zealand dollar weakens 0.34% to $0.58825, extending its decline.
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LIBYA SEEKS UP TO $40BN TO DEVELOP OIL RESOURCES - FT
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UK EXAMINES ECONOMIC HIT FROM LOSS OF ACCESS TO FRONTIER AI MODELS – FT
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Japan’s 5-year JGB yield reverses gains after auction results, last down 1 basis point at 2.15%.
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STRAIT OF HORMUZ COMMODITY VESSEL TRAFFIC RISES TO 6 ON MONDAY FROM 2 A DAY EARLIER, SHIPPING DATA SHOW
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JPMorgan raises its target price on Campbell’s to $22 from $20.
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Australia’s BHP ports unions say the company’s proposal does not adequately address workers’ concerns.
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5-year JGB yield falls further, down 2 bps to 2.14%
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2-year JGB yield turns lower, down 2 bps at 1.67%
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Rolls-Royce: Berenberg hikes target price to 1,900p from 1,430p
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SEOUL RATTLED BY TRUMP’S THREAT TO DRILLS AT HEART OF US ALLIANCE-FT
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JAPAN YIELD ON 30-YEAR JGB RISES 6BPS TO 4.135%
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Hermes: RBC lowers rating to Sector Perform from Outperform; target price cut to €1,700 from €1,900
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IRAN-BACKED HOUTHIS THREATEN COAST ALONG RED SEA CHOKEPOINT-WSJ
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US DEBT INTEREST BILL IS BECOMING A MAJOR FISCAL PROBLEM

US debt held by the public is projected to rise from 101% of GDP in 2026 to 120% by 2036.

More federal revenue increasingly goes toward servicing existing debt rather than funding defense, infrastructure, healthcare or other priorities. Higher-for-longer interest rates would make the problem significantly worse.
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