I just laid out a laundry list of potential catalysts and factors at play. Can you tell us why the markets are not reacting more forcefully to everything going on domestically and abroad. I it's really quite a moment when you look at the constellation of of geopolitical risks.But one thing that I can say with the perspective of covering geopolitics and markets for 25 years is that the perceived importance of Middle East conflict and its relationship to the oil price has um declined over time. But I think in ...

Core Viewpoint - Davis Commodities Limited is holding an Extraordinary General Meeting (EGM) on June 23, 2025, to discuss critical proposals that may significantly affect the company's capital structure and governance framework [1]. Group 1: Meeting Details - The EGM will take place at Genting Ballroom 3, Level 1, Genting Hotel Jurong, Singapore, at 2:00 p.m. Singapore Time [1]. - The record date for determining shareholder eligibility to attend and vote at the EGM is May 12, 2025 [4]. - Shareholders can attend the meeting in person or appoint a proxy to vote on their behalf [4]. Group 2: Agenda Items - The Board of Directors has unanimously approved and recommended that shareholders vote in favor of all proposals, stating they align with the best interests of the company and its shareholders [3]. - Key proposals include the reclassification of existing ordinary shares into Class A and Class B Ordinary Shares to optimize equity structure and enhance corporate governance [7]. - An amendment to the memorandum and articles of association is proposed to reflect the restructured share classes and their associated rights [7]. - Authorization to adjourn the meeting if necessary to solicit additional proxies in case of insufficient votes for the proposals [7]. Group 3: Company Statement - The company views the EGM as a significant step in its growth journey, aiming to implement structural changes that will drive sustainable growth and enhance shareholder value [6].

Core Viewpoint - Archer-Daniels-Midland Company (ADM) is facing a class action lawsuit alleging breaches of fiduciary duties by its board of directors, particularly concerning the performance and prospects of its Nutrition segment [1][3]. Group 1: Lawsuit Details - The class action complaint was filed on January 24, 2024, covering a Class Period from April 30, 2020, to January 22, 2024 [1]. - The lawsuit claims that ADM has spent billions over the past decade to expand its Nutrition business to mitigate commodity price volatility in its traditional agricultural commodities trading [2]. Group 2: Allegations Against ADM - Defendants are accused of making false and misleading statements regarding the Nutrition segment's performance and accounting practices [3]. - Positive statements were made about the Nutrition segment being a future profit driver, capitalizing on healthier eating trends and rising consumer demand for natural ingredients [3]. - There was an implication that the growth of the Nutrition segment would enhance diversification and earnings stability for ADM [3].

黑色商品日报 黑色商品日报（2025 年 6 月 5 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | 钢材 | 螺纹钢：昨日螺纹盘面明显反弹，截止日盘螺纹 2510 合约收盘价格为 2974 元/吨，较上一交易收盘价格 | 弱势整理 | | | 上涨 46 元/吨，涨幅为 1.57%，持仓减少 1.75 万手。现货价格上涨，成交回升，唐山地区迁安普方坯价格 | | | | 上涨 40 元/吨至 2900 元/吨，杭州市场中天螺纹价格上涨 40 元/吨至 3080 元/吨，全国建材成交量 12.62 | | | | 万吨。据钢谷网数据，本周全国建材产量回落 3.83 万吨至 421.93 万吨，社库下降 14.84 万吨至 550.47 万 | | | | 吨，厂库减少 3.03 万吨至 326.15 万吨，建材表需下降 0.89 万吨至 439.8 万吨。建材产量回落，库存降幅 | | | | 有所扩大，表需略有下降，数据表现基本符合预期。昨日煤焦受消息面带动出现大幅反弹，对黑色整体走 | | | | 势形成一定提振。不过当前螺纹供需基本面并没有明显变化，市场 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights a more optimistic outlook on US-China tariff negotiations, with expectations that the 20% fentanyl-related tariff could be removed and a deal may be reached by November [25][55] - China's policy direction is clear, focusing on proactive domestic demand expansion without inflation pressure, with limited action on structural reforms [26][60] - There is a strong interest in gold as an investment, with 56% of respondents voting it as the top asset to own in the next 12 months, while 80% expect a weaker dollar [4][28] - Investors are seeking sustainable EPS growth in sectors such as Internet, Healthcare, and parts of consumer-related and IT sectors, with a notable interest in high-yielding stocks [5][29] - The report indicates a cautious view on most commodities except for gold, with a potential shift of 0.5% of foreign US assets to gold yielding 18% annual returns [6][30] - The broad adoption of generative AI in China is underway, particularly in the Internet sector, with strong revenue growth expected for cloud operators [7][31] - The automotive industry is transitioning from "In China, for China" to a global focus, with an expected rise in autonomous driving technology penetration [8][32] - Consumption demand in China has normalized, with a strong preference for luxury goods and offline experiences among consumers [13][34] - The healthcare sector shows enthusiasm for innovation capabilities, particularly in biotech and pharma, supported by a robust ecosystem [14][35] - The property market is moderating, with expectations of a high-single-digit year-on-year decline in primary sales in 2025 [15][36] Summary by Sections Macro & Investment Strategy - The US and China are navigating a complex relationship, with both nations aiming for long-term stability while managing national security interests [48][63] - Trust is critical in managing challenges faced by both countries, with a focus on transparency and cooperation [49][50] Commodities - Gold is viewed positively, while energy and base metals face a cautious outlook due to potential economic slowdowns [6][30] Innovation - Generative AI adoption is accelerating in China, with significant interest in humanoid robotics and their applications in various sectors [7][31] Autos - The automotive sector is shifting towards global competitiveness, with a focus on leveraging local supply chains and expanding into overseas markets [8][32] Consumption - Consumer sentiment is recovering, with a focus on luxury goods and the importance of both high-tier and lower-tier cities for brand expansion [13][34] Healthcare - The biotech and pharma sectors are expected to thrive due to innovation capabilities and a supportive ecosystem [14][35] Property - The property market is experiencing a decline, with expectations of policy support to cushion the downside [15][36]

Los Angeles, CA and Vancouver, BC, May 28, 2025 (GLOBE NEWSWIRE) -- BioSig Technologies, Inc. (Nasdaq: BSGM) ("BioSig") and Streamex Exchange Corporation ("Streamex"), collectively referred to as the combined company, today announced successful completion of the previously disclosed share exchange transaction and executive leadership changes, forming a company specializing in the tokenization of real-world assets, with a focus on bringing commodities on-chain. Key Highlights of the Transaction: Streamex Ex ...

Company Overview - Archer-Daniels-Midland Company (NYSE: ADM) is involved in the production of oilseeds, corn, wheat, cocoa, and other agricultural commodities [1] - ADM is one of the four major companies dominating the global grain market, alongside Cargill, Louis Dreyfus, and Bunge [1] Investment Analysis Approach - The company specializes in analyzing US bonds and commodities, with a focus on medium to long-term investment horizons while also considering short-term price movements [1] - The typical research process includes identifying undervalued or overvalued assets, reviewing fundamentals, and assessing technical and economic signals if the fundamentals yield meaningful results [1] - The analysis is primarily value-driven and contrarian, focusing on mispriced assets [1]

埃及小麦进口量或将骤减，是否会减少对国际市场的依赖并影响全球小麦供需格局？ 相关链接 期货热点追踪 ...

Core Viewpoint - BioSig Technologies, Inc. has signed a definitive share exchange agreement with Streamex Exchange Corporation, marking a significant milestone in the business combination aimed at enhancing the tokenization of real-world assets, particularly in the commodities sector [1][2]. Company Overview - BioSig Technologies is a medical technology company focused on innovative solutions, while Streamex specializes in the tokenization of real-world assets, particularly commodities [1][7]. - The combined entity will be led by Henry McPhie, Co-Founder and CEO of Streamex, with Anthony Amato transitioning to a board role [5]. Transaction Highlights - The share exchange will result in Streamex becoming a wholly owned subsidiary of BioSig, with existing Streamex shareholders entitled to receive 75% of the fully diluted BioSig common stock post-transaction [5][12]. - The transaction is expected to unlock new value in the US$142.85 trillion global commodity market by bringing commodities on-chain through secure tokenization solutions [5][13]. Strategic Additions - Notable strategic advisors have joined the combined company, including Frank Giustra, Mathew August, and Mitchell Williams, bringing extensive experience in commodities and capital markets [6]. Market Positioning - Streamex aims to revolutionize commodity finance by bridging traditional finance with the digital economy, enhancing liquidity, accessibility, and efficiency through innovative financial technologies and blockchain [8].

1 May 2025 | 10:37PM HKT China Export Tracker Number 2: What corporates are telling us (week of Apr 28, 2025) The China Export Tracker is a research product series put together by the GS China team, focusing on the changing dynamics of China exports to the US, amid the intensified uncertainty around export activity due to the US-China tariff escalation. In this tracker, we present our proprietary work across 48 corporates, with products representing nearly 70% of China export value by product group to the U ...