The main events by the morning: June 27

• Nvidia shares reached $154.31, increasing capitalization to $3.77 trillion. Analysts predict the stock will rise to $250, which will increase the company's value to $6 trillion. By 2028, the share of GPUs in the infrastructure of Amazon and Microsoft data centers may grow from 15% to 50-60%. Nvidia's revenues in this segment are expected to reach $367 billion, due to the demand for «AI factories». 

• The cost of transporting Russian oil increased by 30%. In June, freight rates for the transportation of Russian oil from western ports increased amid sanctions and a shortage of tankers. The EU restricted 342 vessels, which increased the rates: shipping from the Baltic to Turkey rose to $5.7 per barrel, from Novorossiysk to $3.3 per barrel. In India, the growth was 6-8%. In China, freight decreased by 3.7% due to the shutdown of the Kozmino terminal.

• Trump announced the signing of a trade agreement between the United States and China. This probably concerns the agreement reached back in early June. The announcement of the signing of the document by the United States can be considered as a formality and a PR move by Trump. Nevertheless, the US president also announced the preparation of a similar deal with India.

• The European Union continues to work on the 18th package of sanctions against Russia, as stated by the President of the European Council, Costa. French President Macron also spoke about the upcoming package, noting that in the coming days the EU should approve the 18th package of anti-Russian sanctions. It includes, among other things, an embargo on the import of Russian oil refined in third countries.