Liquidity Trap
Google pushes markets too hard
London | Brisbane. 8 June 2026.
US equity indexes fell hard on Friday as the Iran situation re-ignited and Nonfarm Payroll showed the US economy isn’t slowing as much as some commentators expect.
But that’s just trying to fit a narrative to events. In reality, markets are going to have to find at least US$ 1Trillion to get the upcoming IPOs away successfully as well as at least US$5 Trillion to roll over maturing US Government debt.
But it was Google who spoiled the party by suddenly announcing the offer of US$80 Billion of dilutive equity. This announcement on 1 June started the selloff with crypto going first, and ended the week with the NASDAQ crashing 4% and closing at the lows on Friday afternoon.
Gold and Silver followed suit as the USD strengthened after the US / Iran ceasefire became strained.
Iran launched missiles and drones targeting US-linked sites and maritime traffic. This included attempts toward Kuwait and Bahrain and drones threatening operations in the Strait of Hormuz.
US Central Command reported intercepting Iranian missiles/drones and conducting retaliatory/self-defense strikes on Iranian military targets.
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Ian Reynolds: Trader & Investor | Former Bank Foreign Exchange Market Maker | Early investor in Bitcoin & Tech Founder. Helping investors understand the radical changes coming in macroeconomics and geopolitics.
Suberia Capital: Special situations investing for high net worth individuals.
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