A B S A N A

🚨Japan is likely SELLING US Treasuries to defend the yen:

Federal Reserve custody holdings of US Treasuries fell by -$8.7 billion to $2.73 trillion in the week ending May 6.

This is consistent with Japan selling US government debt to fund an estimated $54.7 billion in yen purchases over the same period, according to Bloomberg.

Since 2022, Japan has spent more than $200 billion in total defending the yen, selling US Treasuries each time to raise the dollars needed for intervention.

Importantly, Japan is the largest foreign holder of US government debt, and continued Treasury sales could put further upward pressure on US yields at a time when they are already rising due to surging oil prices and growing fiscal deficit concerns.

In past interventions, Japan did not draw down its cash reserves, according to Bank of America, implying the funding likely came entirely from bond sales.

If the same pattern held this time, the total impact on US Treasury supply from this intervention would be around $70 billion, further lifting yields.

Japanese interventions are adding pressure to the Treasury market.

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Poland is the largest gold buyer in 2026 so far, adding over 20 tonnes.

Emerging markets are driving most purchases as geopolitical risk rises.

Russia and Turkey are among the biggest sellers, reflecting fiscal and currency pressures.

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Central Banks Now Hold More Gold Than U.S. Treasuries.

For the first time since 1996, foreign central banks’ gold reserves have overtaken their U.S. Treasury holdings.

Persistent gold buying and rising U.S. debt risks are reshaping reserve composition toward hard assets.

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Russia and China have each added over 1,800 tonnes of gold to their reserves since 2000, more than triple the next highest country.

Gold buying by central banks has surged in recent years as countries diversify away from the U.S. dollar and hedge against geopolitical risk.

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BREAKING: China’s central bank bought +8 tonnes of gold in April, the most since December 2024.

This follows +5 tonnes acquired in March, the 2nd-largest two-month addition since Q1 2024.

This also marks their 18th consecutive monthly purchase, bringing total official holdings up to a record 2,322 tonnes.

Year-to-date, China’s central bank has bought +15 tonnes of gold, on track for its biggest annual purchase since 2023.

Since 2022, the country has officially increased its gold holdings by +372 tonnes, or +19%, making China one of the strongest gold buyers in the world.

China is buying the dip in gold.

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Article

Top AI Chatbot Market Share in Africa

ChatGPT dominates Africa’s AI chatbot market with 84.38% share, far ahead of Microsoft Copilot (6.99%) and Perplexity (4.72%).Despite Google’s strong presence on the continent, Google Gemini holds just 3.29%AI use in Africa is driven by accessibility, mobile use, and affordability.
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Article

🌍Top 20 Countries by Global Claude AI Usage

Anthropic’s Claude is one of the most popular AI chatbots on the market.
According to the San Francisco-based AI company, many of Claude AI’s users are in the U.S.
Today’s visualization shows the top 20 countries based on global usage of Claude.ai.
Insights for this analysis are drawn from Anthropic’s Economic Index, published in September 2025.
The United States leads global Claude AI usage with 21.6%, followed by India, Brazil, and Japan.
Countries like Brazil, Japan, and South Korea each hold 3.7%, showing that both emerging and advanced economies make the top ranks, but for very different reasons.
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Article

The Companies That Sell the Most AI Chips

Nvidia remained the dominant supplier of AI compute capacity in Q4 2025, shipping 2.96 million H100 equivalents—about 65.5% of the included total.H100-equivalent compute capacity (H100e) is used as the measure, which converts each chip’s peak dense 8-bit operations into the equivalent number of Nvidia H100 GPUs.Google was the clearest challenger at 976k H100e, while AMD (226k), Amazon (221k), and Huawei (132k) made up a much smaller second tier.
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🇷🇺Russia GDP (2026)

IMF (2026)

Nominal (current) Gross Domestic Product (GDP) of Russia is $2.66 trillion ($2,656,452,000,000) as of 2026, according to the International Monetary Fund (IMF).The GDP growth rate in 2026 is 1.1%, according to the International Monetary Fund (IMF).GDP per Capita in Russia (with a population of 143,394,458 people) is $18,525 in 2026, an increase of $553 from $17,972 in 2025; this represents a change of 3.1% in GDP per capita.

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US gasoline prices have been significantly higher since the conflict in the Middle East began:

The semiconductor sector is taking over the market:

Semiconductor stocks now represent a record 16.1% of the S&P 500's market cap.

The percentage has TRIPLED since the 2022 bear market.

This is also now 11 percentage points above the 2000 Dot-Com Bubble peak.

By comparison, defensive sectors, including energy, healthcare, staples, and utilities, make up 19.2% of the S&P 500 index.

This is 4 percentage points below the previous low of 23.0%, set in 1999.

At this pace, the weight of the semiconductor sector will surpass that of defensive sectors by as early as next year.

Semiconductor stocks are reshaping the investing landscape.

Article

Fed Meetings In 2026: What The Latest Signals Mean For Investors

The Federal Reserve is the central bank of the United States, meaning that it is a government entity in charge of monetary policy that affects the entire economy. To effect its policies, the Fed, as it’s commonly known, has a number of tools. The best known and most obviously relevant to investors is the ability to set the target federal funds rate to help stimulate or slow the economy. The federal funds rate is a range of interest rates at which banks provide unsecured overnight loans to one another.
That may sound odd because banks are where the cash is supposed to be. But regulations require institutions to keep a certain amount of money on reserve. At times, they may need to borrow extra from each other for a day to a week or two to remain in compliance. The federal funds rate indirectly affects many commercial and consumer interest rates, which means corporate financial performance and, ultimately, share values. Especially in the uncertain times the country has been experiencing, watching the Fed’s actions is important.
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Article

COUNTRIES THAT BANNED CRYPTO 🚫🌍

1. 🇨🇳 China
2. 🇩🇿 Algeria
3. 🇧🇩 Bangladesh
4. 🇪🇬 Egypt
5. 🇲🇦 Morocco
6. 🇳🇵 Nepal
7. 🇦🇫 Afghanistan
8. 🇮🇶 Iraq
9. 🇶🇦 Qatar
10. 🇹🇳 Tunisia
These nations enforce strict or full bans on cryptocurrency use, trading, or mining.
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Article

Azerbaijan’s state oil fund sells nearly 22 tonnes of gold in Q1

Central bank gold demand continues to play an important role in the global marketplace; however, price action has been more fluid in recent months, as some institutions have been forced to monetize or sell their official reserves.
One significant gold seller in the new year has been the State Oil Fund of the Republic of Azerbaijan (SOFAZ), which reduced its holdings by 21.9 tonnes during the first quarter.
According to media reports, the sovereign wealth fund reduced its exposure to to 35.6%, down from the 38.2% reported in the fourth quarter of 2025.
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S&P 500 $SPX now trading at the very top of its 8-year trend line

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Ten Most Decarbonised Power Systems
(percentage of generation by fuel type in 2024)

🇨🇳⚡China’s draft 15th Five-Year Plan backs rapid clean energy expansion and a new power system – but analysts warn weaker carbon-intensity targets and unclear emissions limits could still allow CO₂ to rise to 2030:

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🔋LDES installations rose 49% to 15 GWh in 2025, led by China (93% of deployment). But funding dropped 30% and lithium-ion batteries continue to outcompete on cost:

🌅🌅African producers step up as Middle East supply is blocked:

📉Weeks of hostilities in the Middle East have left oil and gas facilities in Qatar, Bahrain and Iran facing years of repairs and billions in costs. Qatar’s LNG output alone is down 17%, disrupting 19% of global LNG supply.

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