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#Bloomberg
Anthropic curbs are becoming an AI trade fight with US allies
Anthropic export curbs are forcing allies to treat US frontier AI as revocable infrastructure, complicating Washington's push to sell its stack abroad.
China oil refiners cut output as imports plunge
China oil refiners cut output to a near four-year low after May crude imports fell 29 per cent, testing Asia's demand outlook.
Bitcoin treasury firms lose $62bn as ETF bid fades
Bitcoin treasury firms are losing the ETF-backed bid that made listed balance-sheet wrappers look like permanent buyers as Strategy sells.
China policy loan rate falls to record low of 1.45%
China policy loan rate fell to a record-low 1.45% as the PBOC eased bank funding costs, signaling more support for growth and liquidity.
Politics is back to breaking emerging-market rallies
Emerging markets political risk is hitting currencies, bonds and equities together, forcing investors to reprice carry trades.
Trump’s 3,711 trades point to indexing, not stock picking
Trump stock trades point to direct indexing: thousands of tickets, Russell 3000 overlap and fuzzy disclosures leave the real mechanism partly hidden.
China AI stock rally scrutiny widens to companies, funds
China AI stock rally scrutiny is widening as exchanges press companies and funds to justify disclosures, valuations and their links to the theme.
Polymarket seeks Japan approval in global market push
Polymarket's Japan approval push adds a new regulatory test for prediction markets as U.S. officials debate rulemaking and trading-integrity risks.
Indonesia export controls turn commodity policy into market risk
Indonesia export controls hit coal and palm oil stocks as investors price a wider test of margins, FX retention and state intervention.
BlackRock (BLK) files tokenized stablecoin reserve fund with SEC
BlackRock filed twin SEC prospectuses for a stablecoin reserve vehicle and an on-chain Treasury fund share class, extending its push into tokenized cash management.
Michael Burry's AI-bubble warning tests Wall Street's momentum trade
Michael Burry's latest bubble warning matters less as a celebrity-bear headline than as a check on whether the AI rally is still being driven by earnings, or by momentum outrunning them.
