US-Iran ceasefire + Hormuz reopening could force a macro re-pricing. The key chain is simple: oil rolls over → inflation expectations cool → Fed rate expectations get re-priced. This is not just geopolitics; it is a rates trade setup. 1
🧩 China PCB / CCL A-Share Momentum
The rally in Chinese A-share CCL / PCB names is being tied to pricing power, not just sentiment. Shenzhen MLS Co., Ltd. / MLS Co., Ltd. reportedly raised PCB prices by 20% across all product lines, giving the sector a clear catalyst for margin re-rating. 2
🟢 Robinhood / Event Contracts Traction
Robinhood may finally be finding its own rhythm through event-contract flow. Rothera data shows 44.20 million contracts traded on June 12, equal to about $24.40 million in dollar volume; then 69.70 million contracts on June 13, equal to about $20.90 million. Contract count accelerated hard, even as dollar volume dipped, pointing to broader participation but smaller average ticket size. 3