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Hormuz reopening is useless? The "massive congestion" of fertilizer ships remains unresolved, and it may take months for global urea trade to recover.

Hormuz reopening is useless? The "massive congestion" of fertilizer ships remains unresolved, and it may take months for global urea trade to recover.

``` Although the near conclusion of a peace agreement between the US and Iran paves the way for the reopening of the Strait of Hormuz, the restoration of the global fertilizer supply chain will still be slow and complex. According to Bloomberg, shipowners are still waiting for more safety details to

SpaceX, OpenAI, Anthropic lining up to go public: Who will foot the bill for the largest IPO wave in history?

SpaceX, OpenAI, Anthropic lining up to go public: Who will foot the bill for the largest IPO wave in history?

GLJ Research analyst Gordon Johnson issues a warning: the current super IPO wave sweeping across US stocks has exceeded any period in history in scale, while the capital available in the market to absorb new equities is stretched thin. History repeatedly shows that record-breaking stock issuance is usually not a

U.S. Vice President: The Strait of Hormuz will remain "open and free for passage in the long term." Iran: Shipping service fees will be charged; nuclear negotiations and lifting of sanctions will begin within 60 days.

U.S. Vice President: The Strait of Hormuz will remain "open and free for passage in the long term." Iran: Shipping service fees will be charged; nuclear negotiations and lifting of sanctions will begin within 60 days.

``` The U.S.–Iran Peace Agreement Is About to Be Signed; Geopolitical Risks in the Strait of Hormuz Significantly Ease The signing of the U.S.–Iran peace agreement is imminent, and geopolitical risks in the Strait of Hormuz have substantially eased. However, there are still differences in their statements

Anthropic’s “high-priced AI subscription” backfires? Users sue Claude over reduced limits: Even a $200 monthly fee isn’t enough.

Anthropic’s “high-priced AI subscription” backfires? Users sue Claude over reduced limits: Even a $200 monthly fee isn’t enough.

``` Anthropic is facing legal challenges from consumers—a user has filed a federal lawsuit alleging false advertising, accusing the AI star company of misleading consumers about the usage limits of its top-tier subscription plans. According to a report by The Wall Street Journal on Monday, the lawsuit was filed this

Insurance capital ventures abroad to open a “new channel”; Taikang Asset makes a move with “Southbound Connect”

Insurance capital ventures abroad to open a “new channel”; Taikang Asset makes a move with “Southbound Connect”

``` A piece of news from the insurance asset management industry has recently spread: Taikang Asset Management has successfully completed the first investment transaction as one of the first batch of entrusted institutions for the “Southbound Connect”. “Southbound Connect”, that is, the Southbound cooperation for mutual access between the bond markets

Is the Fed really going to shrink its balance sheet? Citi: Watch closely whether the reserve requirement will be lowered.

Is the Fed really going to shrink its balance sheet? Citi: Watch closely whether the reserve requirement will be lowered.

``` The Federal Reserve’s balance sheet policy is at a new crossroads. As Kevin Warsh is about to preside over his first FOMC meeting as the new chairman, the market is increasing speculation about the Fed’s quantitative tightening (QT) path. Citi Research believes that Warsh is unlikely to make

"Caviar King" passes Hong Kong Stock Exchange hearing

"Caviar King" passes Hong Kong Stock Exchange hearing

``` According to the Hong Kong Stock Exchange disclosure on June 14th, Hangzhou Qiandao Lake Sturgeon Technology Co., Ltd. (“Sturgeon Technology”) has officially passed the listing hearing for the main board on the HKEx. CITIC Securities and CITIC Construction International serve as joint sponsors. Amid the current shift in consumption structure