TAIEX led Asia +1.94% on AI semiconductor strength as Brent fell 4.93% on Iran deal progress and copper surged 4.60% on data centre demand on July 1.

Indonesia's IDX is down 33% from January peaks as BI raises rates 100bps to defend the rupiah and MSCI sets a November deadline for EM status reform.

May payrolls doubled consensus at 172k, pushing 10-year yields to 4.54% and KOSPI down 8.29%, while Brent and wheat surged on supply disruptions.

KOSPI surged 3.26% on Samsung HBM news while TAIEX fell 2.24% as TSMC dropped 4%, as Brent hit $74.73 on Hormuz normalisation on June 24.

KOSPI surged 5.20% and IDX jumped 4.12% as US-Iran normalisation reports drove Asia's sharpest recovery in months, even as regional FX weakened.

Korea's KOSPI crashed 8.29% on June 8 as leveraged AI positions unwound. Taiwan, India and Indonesia also fell sharply on Iran-Israel escalation

Gold fell to $3,998 on June 25 — down 29% from its January high — as a 68% September Fed hike probability and 13-month dollar high overwhelm safe-haven demand.

Brent fell to $87.33 as the US-Iran Hormuz deal removed the war premium, while copper surged on improved demand and OPEC+ added 547,000 b/d for July.

Wheat surged 9% on Black Sea drought, Brent rallied to $98 on OPEC discipline, and copper hit $13,484 despite weak Chinese demand data on June 8.

June closed as the worst month for Bitcoin ETF outflows on record as MiCA took full effect on July 1, removing USDT from all licensed EU exchanges.

Canton Network fell 12.4% in two weeks to $0.1415 despite DTCC's Treasury tokenization deal and JPMorgan's Kinexys rollout — a deep dive on the RWA bet.

Three weeks of outflows totalling $4.21bn pushed crypto AuM to $141bn as Fed hawkishness and Iran risk overwhelmed CLARITY Act progress.