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JUST IN: Tariffs will begin to be paid on August 1, 2025, with no changes or extensions allowed.
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JUST IN: The US Treasury plans to boost its cash balance to $500 billion by the end of July following an increase in the debt ceiling.
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Quick guide to spotting fair value using VWAP, volume profile, and order book data.
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Citi boosts Nvidia target to $190 Citi raised its price target for Nvidia to $190 per share — implying a 19.5% upside from current levels. The revision comes as investor confidence in AI and data center demand continues to fuel NVDA’s momentum.
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Yields rise — with or without tariffs Trump’s tariff noise is back — and so is the 10Y yield at 4.40%. That’s just ~20 bps below the recent highs seen when he paused tariffs for 90 days. But the key shift? Yields are climbing regardless of trade war headlines. The market is now pricing in one dominant factor: Exploding deficit spending is driving long-term rates.
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Taiwan ramps up exports to the US at record pace Amid shifting global supply chains driven by US tariff policies, Taiwan is deepening its ties with the American market. In June, Taiwan’s exports reached a record $53.32 billion (+33.7% YoY). Shipments to the US soared to $17.27 billion — an all-time high and a stunning 90.9% increase from last year.
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