Finance Charts Daily
Iran’s Monthly Imports From Around The World
New blockade: Iran’s monthly imports from around the world.
China has massive economic exposure to the Middle East: China has spent over $269 billion on investments and construction contracts across the Middle East since 2005. Saudi Arabia is the largest recipient at $82 billion, followed by the UAE at $48 billion, and Iraq at $40 billion.
April performance: April historically marks a transition in investor behavior, and we are seeing early signs of that shift.
HF positioning: Goldman Prime Book shows hedge funds are more bearish now than at the Liberation Day lows. The potential for a serious unwind higher is real.
The AI data center construction be hitting a wall: ~16.2 GW of data center capacity is expected to come online in 2026, but only ~5 GW is currently under construction, according to Sightline Climate.
