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U.S. federal funds rate futures fell further, suggesting that the probability of a Fed rate hike in September is about 80%.① Iran 1. According to Axios: The Speaker of the Iranian Parliament stated that there are also divisions within the United States, with Rubio taking one approach and Vance taking another. 2. According to Irans Press TV: Iranian Foreign Minister Araqchi and French Foreign Minister Barro discussed recent regional and international developments by phone, focusing on the implementation of the Islamabad Memorandum of Understanding and efforts to end the war against Iran. 3. Iranian Foreign Ministry Spokesperson: There are no plans to meet with the US in the next few days. 4. Speaker of the Iranian Parliament: A third war imposed on Iran would be considered a full-scale aggression against the country. 5. Speaker of the Iranian Parliament: Uranium enrichment rights are a core component of Irans national strength that cannot be compromised. Irans missile capabilities and its relationship with regional "resistance groups" are not within the scope of any negotiations and are non-negotiable matters. 6. Speaker of the Iranian Parliament: Oil sanctions against Iran have been lifted. Iran is currently selling crude oil at a premium of about 20% higher than before. ② United States 1. US Vice President Vance: The United States hopes to reach a sustainable and verifiable commitment, and to guarantee it through on-site verification. 1. The goal is to ensure the complete denuclearization of Iran. 2. US Vice President Vance: US President Trump is willing to use military force, but only if it serves a clear strategic objective. ③ Israel 1. Israeli Prime Minister: Israel and Lebanon agree that Hezbollah and Iran must leave. 2. According to Israeli media: Israeli Prime Minister Netanyahu and Israeli Defense Minister Katz visited the security zone in southern Lebanon. 3. Israeli Prime Minister Netanyahu: More peace agreements are on the agenda. 4. Lebanese leaders discussed the role of the countrys army in the Lebanon-Israel agreement. 5. According to Kann News: Israeli security officials said there is no clear timetable at present. The withdrawal will happen, but it must be done in an "appropriate manner". ④ US-Iran Negotiations 1. Trump said the US and Iran will meet in Doha today. 2. US media said US Presidential Envoy Witkov is heading to Doha. 3. US media: Internal divisions in Iran are jeopardizing peace negotiations, with civilian leaders seeking to unfreeze billions of dollars in assets, while hardline military officials are vying for control of the Strait of Hormuz. 4. According to Irans SNN news agency: A spokesperson for the Qatari Foreign Ministry stated that communication channels have been established to release Iranian funds. 5. Iran: The commencement of final agreement negotiations depends on the implementation of the memorandum of understanding. 6. Qatar stated that a US special envoy has arrived in Doha but will not meet with Iranian officials. 7. The Speaker of the Iranian Parliament: Iran will not engage in further negotiations until the conditions in the memorandum of understanding are met. If the other side does not fulfill the agreement, we are prepared to respond to war. ⑤ Strait of Hormuz 1. According to Irans Tasnim News Agency: Irans Deputy Foreign Minister in charge of legal and international affairs has traveled to Oman to attend the first meeting of the Joint Commission on the Strait of Hormuz to discuss the future management of this strategic waterway. 2. Oman has reportedly submitted a proposal for toll collection in the Strait of Hormuz, emphasizing voluntary donations, while Iran insists it is "mandatory." 3. Spokesperson for the Iranian Foreign Ministry: Iran is determined to safeguard its rights to manage the Strait of Hormuz. 4. The Speaker of the Iranian Parliament: Sovereignty over the Strait of Hormuz belongs to both Iran and Oman. Arrangements for passage through the strait will be determined by Iran. Meanwhile, Iran will consult with Persian Gulf littoral states regarding passage. ⑥ Other situations: 1. Israeli media: The US is pressuring Israel to avoid restarting the Gaza war and to begin reconstruction. 2. Iranian Foreign Ministry spokesperson: Irans oil and petrochemical product sales have been "greatly facilitated." 3. Iranian Parliament Speaker: Since the lifting of the blockade, Iran has exported more than 40 million barrels of oil. If the US attempts to deprive Iran of its right to sell oil, then "no one will benefit from oil." 4. Qatari Foreign Ministry spokesperson: The $6 billion in frozen Iranian funds has not yet been transferred to Iran; these funds are bound by the 2023 agreement and are designated for the purchase of humanitarian aid. 5. Iraqi Prime Minister: There is no evidence that recent attacks against Gulf states originated in Iraq. We will not accept instructions from abroad, whether from the East or the West. 6. Iranian Parliament Speaker: A joint committee involving Iran, the US, and Lebanon will be established to promote the implementation of Lebanese sovereignty and the ceasefire; Iranian representatives abroad will participate in this mechanism. 7. U.S. Vice President Vance: If the Lebanon-Israel peace arrangement is coordinated with the U.S.-Iran agreement, the core content of both emphasizes respect for Lebanons territorial integrity.Google (GOOG.O): Released Gemini Spark for macOS and expanded application integration.On July 1st, Michael Burry, the real-life inspiration for the film "The Big Short," revealed a new round of bearish bets, establishing short positions in the artificial intelligence and semiconductor sectors. He stated that he had shorted Tesla (TSLA.O) stock at approximately $416.22, claiming it was part of his assessment of an "AI bubble." He also established short positions in Nvidia (NVDA.O), Caterpillar, Applied Materials, and a semiconductor ETF. Burry stated in his post that these trades were part of his overall hedging strategy against the overvaluation of AI and semiconductors, but did not disclose the specific size, only stating that he entered the short position after Teslas rebound. Market sentiment was divided, with related tech stocks generally rising during the session.According to President Trumps 2025 financial report, he plans to purchase at least $100,001 worth of Palantir (PLTR.N) stock.
