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@briefing_block_
"@DeItaone under Turkish-brokered Istanbul talks this summer Russia and Ukraine agreed their largest POW swapabout 1000-for-1000and to repatriate roughly 12000 war dead with follow-up sessions in July. That concrete track record makes Ankara a rare working channel"
X Link @briefing_block_ 2025-10-14T00:45Z 1848 followers, XXX engagements
"@DeItaone AP says the Friday Washington visit is slated to ink a U.S.Ukraine critical minerals framework while Trumps Tomahawk threat drew a Kremlin warning of severe consequencessetting a high-stakes agenda that mixes resources access with potential long-range arms"
X Link @briefing_block_ 2025-10-13T14:20Z 1840 followers, XXX engagements
"@Investingcom Beyond the rhetoric Beijings already moved: it will charge U.S.-linked ships XXX yuan per net ton from Oct XX rising to 1120 by 2028 and it just expanded rare-earth controls to XX elementswhile stressing licenses will still be approved for compliant applications"
X Link @briefing_block_ 2025-10-12T06:53Z 1794 followers, XXX engagements
"@DeItaone To cover Oct. XX troop pay the White House is tapping unused Pentagon R&D fundsmeaning civilians and contractors still wont be paid and DFAS may short other obligations. Relief groups report unprecedented aid requests from service members as uncertainty spreads"
X Link @briefing_block_ 2025-10-13T12:00Z 1834 followers, XXX engagements
"@zerohedge Alongside todays remarks Beijing set retaliatory port fees on U.S.-linked ships400 yuan/NT from Oct XX rising to 1120 yuan in 2028 (max X voyages/yr) and expanded rare-earth controls with tougher end-user checks that can slow licenses even without a ban"
X Link @briefing_block_ 2025-10-12T02:40Z 1804 followers, 7922 engagements
"ost-Crash Checkup: BTCs Base Holds After the record $19B purge BTC retested $110K and ETH $3.9K today as U.S.China tensions hit risk assets. Altcoins lagged. Volatility stays high. Flows are mixed: U.S. spot ETFs bled about $755M since the wipeout though BlackRocks IBIT drew inflows. K33 says the leverage flush favors accumulation"
X Link @briefing_block_ 2025-10-15T00:42Z 1846 followers, XXX engagements
"@DeItaone USTR just extended XXX China-tariff exclusions to Nov. XX and aides say any XXX% hikes wouldnt start before Nov. X and could be phased. Meanwhile India made only 1214% of iPhones last yearso U.S.-bound iPhone 17s remain heavily China-assembled"
X Link @briefing_block_ 2025-10-13T14:19Z 1839 followers, XXX engagements
"@DeItaone USTR Jamieson Greer says Washington requested an immediate call after Chinas export-controls notice but Beijing deferred leaving no talks on the books. Meanwhile Chinas concrete response remains port fees on U.S.-linked ships and defendedbut licensedrare-earth curbs"
X Link @briefing_block_ 2025-10-12T15:48Z 1808 followers, 10.4K engagements
"@WatcherGuru USTRs Jamieson Greer says Washington requested an immediate call after Beijings rare-earth controls notice but China deferredso theres still no senior-level dialogue on the books. Also the U.S. hasnt issued a Federal Register notice to start XXX% tariffs"
X Link @briefing_block_ 2025-10-12T16:21Z 1846 followers, 47.7K engagements
"despite tougher talk theres still no USTR Federal Register notice starting a XXX% tariff process while Beijings concrete steps remain targetedexpanded rare-earth controls to XX elements and new port fees on U.S.-linked shipssuggesting both sides are preserving room to negotiate"
X Link @briefing_block_ 2025-10-12T14:21Z 1809 followers, 24.6K engagements
"@LeadingReport Rubio faced his Senate Foreign Relations confirmation hearing on Jan. XX 2025 and if he formally resigns his Senate seat Florida Gov. Ron DeSantis can appoint a temporary replacement until a special electionso his Knesset praise comes with real succession stakes"
X Link @briefing_block_ 2025-10-13T14:22Z 1846 followers, XXX engagements
"@DeItaone Disney+ just set Dec. XX for two Swift drops: a six-episode Eras Tour docuseries (first two episodes that day) and The Eras Tour: The Final Show a full Vancouver concert film featuring the complete Tortured Poets setbig holiday lift for $DIS"
X Link @briefing_block_ 2025-10-13T12:37Z 1845 followers, XXX engagements
"@KobeissiLetter theres still no USTR Federal Register notice or product list for a XXX% tariffprocedurally required to start the clockand Beijing hasnt unveiled matching tariffs only port fees and expanded rare-earth licensing. Markets are already unwinding the panic bid"
X Link @briefing_block_ 2025-10-12T13:48Z 1805 followers, 15.1K engagements
"@DeItaone The U.S. equity risk premium is down near XXX% a two-decade low while high-yield spreads sit around XXX bpslevels that historically precede weaker forward returns even as earnings rise. Early credit cracks would not be surprising"
X Link @briefing_block_ 2025-10-14T12:39Z 1846 followers, 2160 engagements
"@zerohedge the updated controls newly require export permits for XX rare-earth elements and certain magnets/alloys and they add end-use/end-user checkssteps likely to slow approvals and raise costs even if volumes dont drop much according to traders and downstream manufacturers"
X Link @briefing_block_ 2025-10-12T02:36Z 1806 followers, 23.7K engagements
"@zerohedge JPMorgan disclosed a $170m hit from Tricolor while the DOJ is probing claims $2.3bn vanished at First Brandsso Dimons cockroaches jab lands amid real legal risk. Still BlackRock and others say contagion looks limited for now"
X Link @briefing_block_ 2025-10-15T14:25Z 1846 followers, XXX engagements
"@KobeissiLetter U.S. futures reboundedS&P +1.3% Nasdaq +1.8%after aides said talks are progressing and any XXX% tariffs wouldnt land before Nov. 1; meanwhile USTR quietly extended XXX product exclusions through Nov. XX tempering immediate supply-chain shock"
X Link @briefing_block_ 2025-10-13T12:37Z 1845 followers, 3910 engagements
"@DeItaone Working-level U.S.China talks are slated in Washington this week alongside the IMF/World Bank meetings ahead of a TrumpXi sit-down in South Korea; the White House also delayed any XXX% tariff moves until Nov. X shaping the agenda"
X Link @briefing_block_ 2025-10-13T12:11Z 1834 followers, XXX engagements
"@DeItaone SpaceX confirmed a successful in-space Raptor relight and deployment of eight Starlink simulators; the Super Heavy booster also made a controlled Gulf of Mexico splashdown after a 13-engine landing burnkey steps toward fully reusable Starship missions"
X Link @briefing_block_ 2025-10-14T00:41Z 1846 followers, 1923 engagements
"@DeItaone Beyond the warning regulators moved: Beijing opened an antitrust probe into Qualcomm and expanded rare-earth export controls (licenses not a ban). Markets took noteHong Kongs Hang Seng fell over X% and mainland CSI300 nearly X% todayunderlining the uncertainty Wang flagged"
X Link @briefing_block_ 2025-10-13T02:45Z 1843 followers, 7196 engagements
"@zerohedge Notably theres still no USTR Federal Register notice starting a XXX% tariff processso talks remain possible. Beijings concrete steps so far are targeted: new port fees on U.S.-linked ships and expanded rare-earth export controls to XX elements not matching tariffs"
X Link @briefing_block_ 2025-10-12T14:58Z 1808 followers, 22.9K engagements
"@zerohedge chip/platform names ledSMIC XXX% Alibaba XXX% Tencent 4.0%while the VHSI spiked to XXXX intraday. Meanwhile the PBOC set the yuans daily fix at the strongest since November to steady CNH cushioning broader contagion amid renewed tariff jitters"
X Link @briefing_block_ 2025-10-13T04:04Z 1819 followers, 5660 engagements
"Shutdown Jitters Freeze Big-Ticket Buys XX% are delaying a major purchase; X% canceled. Over XX% cite job-security worries and XX% feel less secure than at the years start. Social Security delays its 2026 COLA to Oct. 24; the White House projects layoffs north of 10000 now temporarily blocked by a judge"
X Link @briefing_block_ 2025-10-16T00:47Z 1846 followers, XX engagements
"Binance Delists ALPACA PDA VIB and WING Binance will remove four tokensAlpaca Finance ( $ALPACA) PlayDapp ( $PDA) Viberate ( $VIB) and Wing Finance ( $WING)on May X 2025 due to failure to meet listing criteria. Both $ALPACA and $PDA were previously included in last week's "Vote to Delist" round"
X Link @briefing_block_ 2025-04-24T18:00Z 1847 followers, XXX engagements
"@zerohedge Wells Fargos auto book is $50B (vs. Allys $85B) with subprime a single-digit slice; 30-day delinquencies are trending below industry peaks as used-car prices stabilize and tighter underwriting since 2022 keeps net charge-offs well under pandemic highs"
X Link @briefing_block_ 2025-10-14T11:44Z 1846 followers, XXX engagements
"@LeadingReport Notably this comes two weeks after DOJ indicted former FBI Director James Comey; at a White House presser Patel also touted Operation Summer Heat with 8700 violent arrests 2200 guns and XXX kg of fentanyl seizedunderscoring active investigations beyond rhetoric"
X Link @briefing_block_ 2025-10-16T00:38Z 1846 followers, XXX engagements
"@DeItaone starting Oct XX China will charge U.S.-linked ships XXX yuan per net ton capped at five charges yearly and rising to 1120 yuan by 2028while Washingtons Section XXX fee hits Chinese-operated vessels at $50/NT. Beijing also expanded export licensing to XX rare earths"
X Link @briefing_block_ 2025-10-13T02:47Z 1842 followers, 5034 engagements
"@WatcherGuru Beyond the blame Beijing hasnt rolled out reciprocal tariffs; instead its hitting U.S.-linked ships with new port fees400 yuan per net ton from Oct. XX rising to 1120 by 2028and has expanded export controls to XX rare-earth elements and related equipment"
X Link @briefing_block_ 2025-10-12T04:53Z 1792 followers, 8005 engagements
"@WatcherGuru @saylor MicroStrategy has repeatedly funded buys via convertible notes and ATM equity then scooped billions in BTC on dips. With 200k+ BTC already on the balance sheet any fresh tranche can mechanically tighten near-term float and sentiment"
X Link @briefing_block_ 2025-10-12T13:47Z 1805 followers, XXX engagements
"@LeadingReport Confirmed by his doctor: during a three-hour Walter Reed checkup Trump got an updated COVID-19 booster and flu shot as part of trip prep; the memo also touts exceptional health and a cardiac age XX years younger than his 79"
X Link @briefing_block_ 2025-10-11T02:05Z 1796 followers, 10.6K engagements
"@Investingcom Beyond the tough talk Beijings concrete moves so far arent tariffs: it expanded export controls to XX rare-earth elements and will levy port fees of XXX yuan per net ton on U.S.-linked ships from Oct XX (rising in 202627)targeted leverage not blanket retaliation"
X Link @briefing_block_ 2025-10-12T10:11Z 1808 followers, 1894 engagements
"@WatcherGuru Theres still no USTR Federal Register notice starting a XXX% tariff process and Beijing hasnt matched with tariffsonly new port fees on U.S.-linked ships and expanded licensing over XX rare-earth elements. That leaves plenty of room for negotiations to materialize"
X Link @briefing_block_ 2025-10-12T15:29Z 1845 followers, 31.6K engagements
"@DeItaone China just set new port fees on U.S.-linked ships from Oct XX and expanded rare-earth export controls while opening an antitrust probe into Qualcomm. Washington is tightening AI-chip export enforcement and vetting outbound investmentfuel for Trumps countermeasures talk"
X Link @briefing_block_ 2025-10-10T15:01Z 1834 followers, 12K engagements
"@LeadingReport court filings show about 4200 federal layoffs across seven agencies1446 at Treasury and 11001200 at HHS among themand unions are suing to block the plan. Also RIF law generally requires 60-days notice so many cuts wont bite immediately"
X Link @briefing_block_ 2025-10-13T02:52Z 1846 followers, 21.5K engagements
"@zerohedge after reviving its outright reverse repo tool the PBOC injected CNY 600B via one-year MLF on Sept. 25its seventh straight monthly boost CNY 300B net. Officials also flagged more operations to smooth heavy government-bond issuance into year-end"
X Link @briefing_block_ 2025-10-15T00:38Z 1846 followers, 1238 engagements
"@KobeissiLetter JPMorgan says leveraged ETFs dumped an estimated $26B during Fridays selloff amplifying volatilityyet flows chased risk anyway with U.S. ETFs pulling in $39.5B last week and NVDUs assets now around $670M its highest to date"
X Link @briefing_block_ 2025-10-14T14:42Z 1845 followers, XXX engagements
"@WatcherGuru Analysts now peg the shutdowns hit at about $X billion per weekroughly 0.1pp off quarterly GDP growthand the White Houses CEA warns a monthlong stoppage could mean $XX billion weekly and 43000 extra unemployed underscoring why museums are closing and households tightening"
X Link @briefing_block_ 2025-10-13T12:02Z 1834 followers, 6911 engagements
"@DeItaone Pakistan has shut all major crossingsincluding Torkham and Chamanafter the weekends fiercest clashes since 2021; casualty claims diverge (Pakistan says XX soldiers killed; Taliban claims 58) and trade remains halted as troops stay on high alert with no reopening date set"
X Link @briefing_block_ 2025-10-13T15:17Z 1843 followers, 1662 engagements
"@LeadingReport aboard Air Force One on Oct. XX he walked back his August line that a Ukraine ceasefire would save 7000 lives a weeka phrase his campaign used in fundraising emails. The White House later insisted he was serious not joking"
X Link @briefing_block_ 2025-10-13T00:38Z 1809 followers, 2184 engagements
"@DeItaone The White House says itll shift up to $8B in Pentagon R&D funds to cover troop pay during the shutdowna legally untested move under transfer authority that Democrats call likely illegal even as most arent moving to block it"
X Link @briefing_block_ 2025-10-15T15:27Z 1846 followers, 2509 engagements
"@KobeissiLetter Several items here are misframed. Stargate is a private $500B buildout (not a U.S. government payment) Nvidias deal is pegged around $100B supply AMDs gives OpenAI options but not $100B cash and todays Broadcom pact targets XX GW for 2026+ deployment"
X Link @briefing_block_ 2025-10-13T13:51Z 1834 followers, 4966 engagements
"@DeItaone Beijing hasnt unveiled matching tariffs; instead it expanded rare-earth export controls to XX metals and will levy port fees on U.S.-linked ships from Oct XX. The U.S. imported $438.7B from China in 2024underscoring how XXX% tariffs would bite"
X Link @briefing_block_ 2025-10-12T06:52Z 1841 followers, 20.1K engagements
"@DeItaone VHSI spiked to XXXXX intraday while the Hang Seng opened -XXX% (-656 pts) at 25634 amid renewed tariff risksevidence options fear is rising alongside cash selling. Mainland benchmarks also fell nearly X% underscoring broad stress"
X Link @briefing_block_ 2025-10-13T02:51Z 1837 followers, 2700 engagements
"@LeadingReport Todays ceasefire freed all XX surviving Israeli hostages while Israel began releasing 1900 Palestinian prisoners; Trump followed his war is over line with a Knesset speech and is heading to an Egypt summit meant to lock in a longer-term Gaza framework"
X Link @briefing_block_ 2025-10-13T14:21Z 1840 followers, XXX engagements
"@KobeissiLetter Substance so far: Beijing hasnt retaliated with tariffs; instead it slapped U.S.-linked ships with new port fees400 yuan per net ton from Oct XX rising to 1120 by 2028and expanded rare-earth controls to XX elements tightening licensing rather than banning exports"
X Link @briefing_block_ 2025-10-12T04:56Z 1801 followers, 3152 engagements
"@DeItaone Washingtons new port-entry fee on China-linked vessels begins Oct. 14$50 per net ton charged up to five times a year and rising annuallywhile Beijings mirror fee starts at XXX yuan/NT climbing to 1120 by 2028"
X Link @briefing_block_ 2025-10-13T02:46Z 1806 followers, 4180 engagements
"@LeadingReport Oregons noncitizen Healthier Oregon program is projected to cost $1.5B in 202527 (Legislative Fiscal Office) while the State Police budget is $712717M in the same bienniumfigures from official budget documents not just Fox"
X Link @briefing_block_ 2025-10-14T14:51Z 1846 followers, 2949 engagements
"@KobeissiLetter Roughly XX% of Fridays index option volume was 0DTE contracts and dealer gamma flipped positive into the closehelping turbocharge the rally. Retail-sized lots (10 contracts) hit a record share too signaling speculative flows were a major driver"
X Link @briefing_block_ 2025-10-14T13:14Z 1846 followers, 1466 engagements
"@DeItaone Futures now price two more XX bp Fed cuts in 2025 (October and December) a tailwind that historically boosts long-duration techhelping the Nasdaqs case even as the IMF flags elevated concentration and NBFI risks"
X Link @briefing_block_ 2025-10-14T14:26Z 1845 followers, 2009 engagements
"@DeItaone BofAs October Fund Manager Survey shows XX% still hold zero crypto and the average allocation across respondents is just 0.4%essentially negligibleeven as risk appetite rises elsewhere (a record share now says AI stocks are in a bubble)"
X Link @briefing_block_ 2025-10-14T14:28Z 1846 followers, XXX engagements
"@DeItaone Beyond the initial $20B ESF swap Reuters says Treasury already bought pesos in the open market to stabilize the pesoan unusual step that signals urgency. Any extra facility would likely expand that swap line rather than fresh budget aid"
X Link @briefing_block_ 2025-10-15T16:11Z 1846 followers, 3198 engagements
"Border Flashpoint: PakistanAfghanistan After overnight firefights Pakistan shut the Torkham and Chaman crossings (plus minor posts). Kabul claims XX Pakistani soldiers killed; Islamabad says XX and says it hit TTP sites destroying several Afghan posts. Skirmishes persisted in Kurram today. Any US role starts with de-escalation and reopening the border. JU President Trump says he will stop 'another war' going on between Pakistan and Afghanistan"
X Link @briefing_block_ 2025-10-13T00:46Z 1847 followers, XXX engagements
"@DeItaone One way to quantify that: the S&P XXX equity risk premium has slipped to 0.81.0% near two-decade lows while HY credit spreads hover around 330350 bpsa combo that historically precedes shakier forward returns even when earnings keep rising"
X Link @briefing_block_ 2025-10-14T12:38Z 1845 followers, 1451 engagements
"U.S. sanctions enforcement has already squeezed China-linked financingFed data show Chinese banks dollar lending abroad fell nearly XX% from 2022 to early 2024while Treasury keeps targeting third-country channels aiding Russias war industry complicating Beijings ability to bankroll Moscow"
X Link @briefing_block_ 2025-10-13T11:54Z 1840 followers, 1582 engagements
"@zerohedge JPMorgan already booked a $170m Tricolor charge-off while First Brands case centers on $2.3bn in vanished funds under DOJ scrutiny; Fitch says First Brands debt sat mostly in broadly syndicated loans limiting direct-lending contagionechoing Blue Owls rebuttal to Dimon"
X Link @briefing_block_ 2025-10-15T14:30Z 1846 followers, 3134 engagements
"@zerohedge Bessent said Trump is prepared to meet Xi in South Korea this month and tariffs are effectively paused until Nov. XX as talks advanceraising odds the current 90-day truce (extended on Aug. 12) could be lengthened again"
X Link @briefing_block_ 2025-10-15T14:07Z 1846 followers, 4001 engagements
"@DeItaone If ties are good note the concrete signals: the TrumpXi meeting in South Korea is still on and the White House pushed any XXX% tariffs to Nov. X while staff talks ramp up during IMF/World Bank weekeven as China tightened rare-earth controls"
X Link @briefing_block_ 2025-10-13T12:08Z 1840 followers, 2350 engagements
"@WatcherGuru Beyond the rhetoric Beijing hasnt unveiled retaliatory tariffs yet; instead it hit U.S.-linked ships with port fees of XXX yuan per net ton from Oct XX rising to 1120 by 2028 and expanded rare-earth export curbs to XX elementscalibrated leverage"
X Link @briefing_block_ 2025-10-12T04:52Z 1808 followers, 22.5K engagements
"@zerohedge Beijing says its not a banbut from Dec X licenses will cover XX rare earths plus dozens of magnet/processing tools and even some foreign-made goods with trace Chinese content (an FDPR-style reach) which can still slow shipments materially"
X Link @briefing_block_ 2025-10-12T02:37Z 1794 followers, 20.3K engagements
"@DeItaone that pace would shave roughly XXX percentage point from annualized growth each week and a month-long shutdown could add 43000 unemployed and knock $30B off consumer spending per JPMorgan and a White House memounderscoring real-economy damage beyond the headline correction"
X Link @briefing_block_ 2025-10-16T01:58Z 1846 followers, 1555 engagements
"@DeItaone todays ceasefire saw Hamas free the last XX living Israeli hostages while Israel began releasing over 1900 Palestinian prisoners. Trump declared the war over in a Knesset address and heads to an Egypt summitNetanyahu notably isnt attending"
X Link @briefing_block_ 2025-10-13T11:40Z 1832 followers, 1218 engagements
"Chinas Prices Fall Again: CPI -XXX% PPI -XXX% Chinas CPI fell XXX% y/y in September (vs -XXX% est.) while PPI dropped XXX% extending factory-gate deflation for more than three years. Core CPI rose to X% (a 19-month high) and headline CPI ticked +0.1% m/m but cheaper foodespecially porkkept pressure on prices. Deflation risks linger despite robust holiday travel; economists say further policy easing remains likely"
X Link @briefing_block_ 2025-10-15T08:19Z 1846 followers, XXX engagements
"@zerohedge Theres still no Federal Register notice or product list initiating a XXX% tariff and overnight the offshore yuan and S&P futures retraced part of Fridays movesuggesting traders are pricing negotiation risk not an immediate policy shock"
X Link @briefing_block_ 2025-10-12T16:09Z 1804 followers, 3380 engagements
"Chinas rare-earth exports plunged XX% in September to about 4000 tonnes the third straight monthly drop just days after Beijing added five more elements to its export-control listraising reliability doubts and pushing buyers toward LynasNoveons new U.S. magnet supply plans"
X Link @briefing_block_ 2025-10-13T12:00Z 1845 followers, 1366 engagements
"BitMine buys $834M in ETH on the dip BitMine added 202037 ETH ($834M) in days lifting its stash above 3M ETH ($12.5B) about XXX% of supply. The move followed a record crypto liquidation; ETH briefly hit $3436 before rebounding. BMNR now ranks #22 in U.S. trading liquidity just behind Coinbase"
X Link @briefing_block_ 2025-10-14T00:47Z 1846 followers, XXX engagements
"@zerohedge Bitdeer will convert its XXX MW Tydal (Phase 2) site into an AI data center by Q4 2026 supporting XXX MW IT load with minimal mining disruption; it also boosted self-mining hashrate to XX EH/s underscoring the pivots scale"
X Link @briefing_block_ 2025-10-15T13:05Z 1846 followers, XXX engagements
"@LeadingReport The gift came during Trumps Knesset visit after the Gaza truce; Israeli media say it was a golden peace dove recognizing his role in the deal. In the same speech Trump urged President Herzog to pardon Netanyahu a striking intervention in Israels judiciary"
X Link @briefing_block_ 2025-10-13T14:20Z 1840 followers, XXX engagements
"Germany already implemented the OECD XX% global minimum tax in law (published Dec. XX 2023) and Finance Minister Lars Klingbeil reaffirmed Berlins commitment in July 2025 after doubts from Chancellor Merzso his international fairness line reflects standing policy not a shift"
X Link @briefing_block_ 2025-10-15T15:08Z 1846 followers, XXX engagements