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Germany has asked for a €400 bln reduction to the European Commission's proposed €2.0 tln 2028-34 EU budget, saying the plan is "unaffordable", according to an internal government paper. Berlin warned the proposal would make it impossible to reach an agreement under current terms. The demand (~$456bln) presages tough negotiations since unanimity of all 27 members is required. As the EU's largest net contributor, Germany said the draft represents a large rise from the €1.3 tln 2021-27 budget; even after a €400 bln cut the 2028-34 package would be about 27% larger and would push Germany's annual contribution above €50 bln.

CITIGROUP strategists led by David Chew say US tech stocks face further downside as positioning remains elevated: the Nasdaq-100's pullback this month was not matched by a reduction in exposure, leaving long positions still materially larger than shorts and roughly 80% of longs currently underwater. The team warns risk is skewed toward losing long positions, which could amplify downward pressure. AI valuation doubts have triggered tech selling, with large-cap US techs leading and the Nasdaq-100 down about 2% this month and on track for its worst June since 2022. Goldman Sachs prime-brokerage data show hedge funds sharply cut US tech exposure last week, with absolute and relative net selling at the highest levels in over a decade. CITIGROUP also flags bearish flows in the Nasdaq-100 and S&P 500 and a rotation into the Russell 2000.