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Cheap Capital Is Gone. Now the Market Decides Who Deserves to Be Expensive.

ZTRADER WEEKLY MACRO WEEK OF JUNE 22–28, 2026 CHEAP CAPITAL IS GONE. Now the market decides who deserves to be expensive. US 10Y at 4.38%. Brent down 10% as Hormuz reopens. Gold at

Updated Jun 30, 20261 min readMacro WeeklyMacroFinance
ZTRADER WEEKLY MACRO WEEK OF JUNE 22–28, 2026 CHEAP CAPITAL IS GONE. Now the market decides who deserves to be expensive. US 10Y at 4.38%. Brent down 10% as Hormuz reopens. Gold at $4,040 — fourth straight weekly loss. SOX −5.3% Friday. Bitcoin near $60,000. US 10Y 4.38% · USDJPY 161.7 · AUDJPY 111.5 BRENT $72 · COPPER $13,358/t · GOLD $4,040 BTC $60K · VIX 18.4 · SOX −5.3% ZTRADER.AI Ravenrock Fintech LLC · Tokyo · Not financial advice ZTrader Weekly Macro · Issue
CROSS-ASSET DASHBOARD WEEK OF JUNE 22–28, 2026 · VERIFIED DATA ASSET LEVEL / SIGNAL WEEK REGIME US 10-Year Yield4.38%−7bpsHigher-for-longer USDJPY161.7Near 40yr lowDollar scarcity AUDJPY111.5−1.6% wkRisk appetite cooling Brent Crude~$72/bbl−10%+ wkWar premium collapsed Copper LME 3M$13,358/t+21% YoYStructural tightness Gold XAU/USD~$4,0404th wk declineReal yield pressure Bitcoin~$60,000Tracks NasdaqLiquidity beta VIX18.41ContainedDispersion, not panic SOX / AI Equities13,203−5.3% FriMultiple compression SpaceXPost-IPO—New capital destination ZTRADER.AI · DATA: Jun 26 2026

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