June 28, 2026

The Poon Report

Weekly UpdateEquitiesCommoditiesCryptoEnergyInformation Technology

This report details rising geopolitical volatility in the Middle East, intensifying trade friction between the US and Europe, and significant industrial shifts in China. It also covers shifts in AI policy and financial sector restructuring in Japan and Germany.

Key Takeaways

1.Ongoing geopolitical tensions between the US and Iran are escalating, impacting shipping lanes and global oil markets.
2.European carmakers are facing severe restructuring pressures due to the influx of competitive Chinese electric vehicles and weak demand in China.
3.The Chinese industrial sector, particularly electronics and semiconductor materials, shows significant profit growth despite weak domestic demand.