Jittipoj จิตติพจน์ วิริยะโรจน์ 陸享瑞 (@jittipoj)

China’s is seeing unprecedented money supply growth: China's M2 money supply is up to a record ~240% of GDP, the highest among any major economy in the world. This metric has surged +100 percentage points since the 2008 Financial Crisis. Over this period, China’s M2 money supply has surged +500% in Dollar terms. By comparison, the country's gold reserves and total FX reserves have risen +100% and +60%, respectively. To put this into perspective, Japan's M2-to-GDP ratio, the next highest, stands at ~185%, while the US sits at ~70%. China's monetary expansion is unlike anything seen among major economies.

The biggest battle in the Middle East isn't Israel vs Iran anymore; it's Trump vs Netanyahu Former Israeli PM Ehud Olmert thinks their relationship isn’t just under strain; it may be breaking because the U.S. and Israel no longer want the same thing. Trump wants the Iran war over; he wants Hormuz open, oil prices down, markets calm, and America out of another Middle East disaster before it consumes his presidency. Netanyahu doesn’t have that luxury. Ehud argues Netanyahu still sees Iran as unfinished business, has his own political needs, and is leading a coalition packed with hardliners who believe the answer to every problem is more force, more escalation, and more war. He even believes Trump may have created the nuclear problem he now claims to be solving. According to Ehud, when Trump tore up Obama’s Iran deal, Israel hadn't found evidence that Iran was violating it. Without the deal in place, Iran accelerated enrichment, and the crisis escalated. After bombing them, the region nearly blew wide open, and now Washington is back trying to negotiate another deal with Tehran. Only this time, Iran is stronger, the price is higher, and the stakes are worse. Olmert’s warning is simple: military power can buy time, but it cannot replace a political strategy. That applies to Iran, Lebanon, Gaza, and Israel’s future relationship with America. Because if Trump wants the war to end while Netanyahu’s coalition still wants escalation, then the question is whether they are still fighting for the same future. And if they are not, this may be the beginning of the biggest U.S-Israel rupture in decades.

🚨🇺🇸 🇮🇷 Trump touting the signed Iran deal: "We accomplished what no President has ever been able to accomplish before. Iran will NEVER have a nuclear weapon." His victory lap is in full stride.

🚨🇮🇷 The Strait of Hormuz is roaring back to life... Ship crossings nearly tripled in a week, jumping from 32 vessels between June 12 and 14 to 93 between June 19 and 21, per MarineTraffic. The single day swing tells the story best. Saturday transits leapt from just 3 a week earlier to 42, a near vertical recovery the moment the diplomacy took hold and a temporary US Treasury license eased the legal risk of sailing through. This is the deal showing up as hard data instead of headlines. The waterway the entire war was fought over is refilling with traffic in real time, the clearest sign yet that the peace is functioning where it counts most. Source: Warfront TG, @MarineTraffic / Writer: Daniel

🇺🇸🇮🇷 Rubio insists Iran can't charge for the Strait: "The Strait of Hormuz is an international waterway. No country is allowed to charge tolls or fees. That's existing international law. I think all the countries in the region will agree with us." The trouble is who actually owns the water. Iran says the Strait will "never return to pre-war conditions," Ghalibaf claims the right to rule it, and Oman just formed a joint committee with Tehran to manage it together. "All the countries in the region will agree with us" runs straight into the two whose territorial waters every ship passes through, and they've already agreed with each other instead. Source: @officialrnintel / Writer: Daniel

The moment President Trump signs the Iran deal at the Palace of Versailles. The agreement was finalized during a dinner hosted by French President Emmanuel Macron inside the historic palace. The signing marked a major diplomatic milestone after months of negotiations aimed at ending the conflict between the U.S. and Iran.

HORMUZ SHIPPING RESUMES GRADUALLY AS DEAL PROGRESSES Iran says the blockade of the Strait of Hormuz has eased, with a limited number of vessels allowed through ahead of the US-Iran deal signing, according to Deputy FM Majid Takht-Ravanchi. Ship tracking and reports show several tankers and cargo vessels transiting in recent hours. US officials say the waterway is reopening under the agreement, with full normalization expected after final signing and technical implementation.

‘ปักหมุดไทยเป็นฐานการลงทุนแห่งใหม่ของอุตสาหกรรมระดับโลก ' ศ.ดร.ยศชนัน วงศ์สวัสดิ์ รองนายกฯ และ รมว.อุดมศึกษาฯ นำคณะเดินทางเข้าร่วมกิจกรรมสัมมนาและหารือกับกลุ่มนักลงทุนด้านเซมิคอนดักเตอร์ ณ 3EALITY ภายใน High Tech Campus ประเทศเนเธอร์แลนด์ นำเสนอทิศทาง แผนงานการพัฒนากำลังคนด้านเซมิคอนดักเตอร์และอิเล็กทรอนิกส์ ตลอดจนนโยบายและมาตรการส่งเสริมการลงทุนของไทยแบบครบวงจร พร้อมชูจุดแข็งที่ทำให้ไทยเหมาะสมในการเป็นศูนย์กลางเทคโนโลยีเชิงลึกแห่งใหม่ของภูมิภาค #พรรคเพื่อไทย# #เทคโนโลยี# #ยศชนันวงศ์สวัสดิ์#

IRAN CONFIRM DEAL AGREED Iranian Deputy Foreign Minister Kazem Gharibabadi has said that all of Iran’s positions and important issues have been included in the draft memorandum. “Naturally, after the official signing, we will definitely publish the text.”

The AI buildout is fueling record Big Tech borrowing: Alphabet $GOOGL, Amazon $AMZN, Meta $META, Microsoft $MSFT, and Oracle $ORCL have issued a record $159 billion in corporate bonds in 2026. This already surpasses the full-year 2025 total by +47% or +$51 billion. To put this into perspective, between 2020 and 2024, these companies issued a total of ~$150 billion in debt. Oracle alone has issued $43 billion since September 2025. Meanwhile, AI-related global debt issuance is expected to more than double to a record ~$570 billion in 2026, according to Morgan Stanley. AI is reshaping global credit markets.

Taiwan's top weapons development institute unveiled three robot patrol dogs that could one day be deployed on the island's outposts in the disputed South China Sea

🇮🇷 Middle East tensions update: US Sec. State Rubio tells Congress: Any sanctions relief for Iran is tied to its nuclear programme, not reopening the Strait of Hormuz. IAEA’s Grossi: Many Iranian nuclear activities have now stopped. US military disables Botswana-flagged tanker attempting to reach Iran’s Kharg Island. UN warns: Full closure of Hormuz could spike global oil costs by $20 billion, hitting poorer nations hardest. Meanwhile, Israeli strikes continue in southern Lebanon (killing 6 in al-Marwaniyeh), while Hezbollah drone attack injures 4 Israeli soldiers. Source: Al Jazeera