EU'S KALLAS SAYS THERE IS BROAD SUPPORT TO EXPAND EU MILITARY TRAINING MISSION TO OPERATE INSIDE UKRAINE AFTER A TRUCE
(@WalterBloomberg)
COOK LAWYER CALLS NEW ALLEGATION AN 'OBVIOUS SMEAR CAMPAIGN'
(@WalterBloomberg)
U.S. TO REVOKE AUTHORIZATIONS FOR INTEL, SK HYNIX AND SAMSUNG TO RECEIVE AMERICAN CHIPMAKING EQUIPMENT IN CHINA UNLESS THEY OBTAIN LICENSES - FEDERAL REGISTER
(@WalterBloomberg)
TRADERS STILL EXPECT SEPT FED RATE CUT
(@WalterBloomberg)
*US JULY CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US JULY PCE PRICE INDEX RISES 2.6% Y/Y; EST. +2.6%
*US JULY CORE PCE PRICE INDEX RISES 2.9% Y/Y; EST. +2.9%
*US JULY PCE PRICE INDEX RISES 0.2% M/M; EST. +0.2%
(@WalterBloomberg)
SENATE DEMOCRATS URGE TRUMP ADMINISTRATION TO PAUSE IPO PLAN FOR FANNIE, FREDDIE
SENATE DEMOCRATS PUSH FOR STUDY OF POSSIBLE EFFECTS OF IPO PLAN ON MORTGAGE RATES
(@WalterBloomberg)
ZELENSKIY SAYS UKRAINE'S ALLIES AGREED TO WAIT UNTIL SEPT.1 FOR RUSSIA TO SHOW READINESS FOR BILATERAL MEETING
(@WalterBloomberg)
ECONOMIC DATA TODAY https://t.co/DqokQ6stuh
(@WalterBloomberg)
TRUMP REVOKES KAMALA HARRIS' SECRET SERVICE PROTECTION: CNN
(@WalterBloomberg)
NVIDIA SHARES DROP 1.2% PREMARKET; WSJ REPORTS ALIBABA DEVELOPS NEW AI CHIP TO HELP FILL NVIDIA VOID
(@WalterBloomberg)
WALLER: WANTED RATE CUT IN JULY, FEELS MORE STRONGLY ABOUT IT NOW
(@WalterBloomberg)
WALLER: WOULD SUPPORT 25 BPS CUT AT FED'S SEPTEMBER MEETING
(@WalterBloomberg)
CANADA DOES NOT EXPECT DONALD TRUMP TO DROP ALL HIS TARIFFS ON THE COUNTRY - FT
(@WalterBloomberg)
VENEZUELA UN ENVOY: US NAVAL DEPLOYMENT VIOLATES UN CHARTER
(@WalterBloomberg)
SENIOR TRUMP ADMINISTRATION OFFICIAL: PACKAGE SHIPMENTS TO U.S. WILL BE SUBJECT TO FLAT DUTIES OF $80 TO $200 FOR SIX MONTHS BEFORE TRANSITIONING TO SPECIFIC DUTY RATES
(@WalterBloomberg)
BRAZIL'S LULA: I'M IN NO RUSH TO RECIPROCATE U.S. TARIFFS ON BRAZIL GOODS, PROCESS WILL TAKE SOME TIME
BRAZIL'S LULA: I WANT TO NEGOTIATE WITH THE U.S.
(@WalterBloomberg)
U.S. FURTHER EXTENDS EXCLUSIONS UNDER 301 PROBE INTO CHINA AND TECHNOLOGY TRANSFER, IP AND INNOVATION TO NOV. 29 -FEDERAL REGISTER
(@WalterBloomberg)
TRUMP CANCELS NEARLY $5B IN FOREIGN AID: OMB
(@WalterBloomberg)
*US JULY PERSONAL SPENDING RISES 0.5% M/M; EST. +0.5%
*US JULY REAL PERSONAL SPENDING RISES 0.3% M/M; EST. +0.3%
*US JULY PERSONAL INCOME RISES 0.4% M/M; EST. +0.4%
(@WalterBloomberg)
FED SAYS IT WON'T MAKE ARGUMENTS AT COOK HEARING
FED REITERATES THAT IT WILL ABIDE BY ANY COURT RULING
(@WalterBloomberg)
S&P 500 SET FOR 4TH STRAIGHT MONTHLY GAIN
🔸 August ends Friday with all three major indexes up 2.5%+ through Thursday.
🔸 S&P 500 & Dow: On track for a 4-month winning streak (longest since Sept. 2024).
🔸 Nasdaq: Heading for a 5th straight monthly gain, best run in ~18 months.
🔸 Gains came despite headwinds: weak Aug. 1 jobs report, Trump’s tariff hikes, and his move to fire Fed Governor Lisa Cook.
🔸 Market strength driven by strong earnings, AI enthusiasm, and light trading volumes.
🔸 Dow & S&P 500 hit record highs Thursday, with the S&P marking its 20th record close this year.
(@WalterBloomberg)
*GERMANY PRELIM AUG. CONSUMER PRICES RISE 0.1% M/M; EST. +0.0%
*GERMANY PRELIM AUG. CONSUMER PRICES RISE 2.2% Y/Y; EST. +2.1%
*GERMANY PRELIM AUG. HARMONIZED CPI RISES 2.1% Y/Y; EST. +2.0%
*GERMANY PRELIM AUG. HARMONIZED CPI RISES 0.1% M/M; EST. +0.0%
(@WalterBloomberg)
ALIBABA EXEC - HAVE CUMULATIVELY INVESTED OVER 100 BILLION RMB IN AI INFRASTRUCTURE AND AI PRODUCT R&D
(@WalterBloomberg)
CHINA CONSIDERS BOOSTING RUSSIAN GAS IMPORTS VIA EXISTING POWER OF SIBERIA PIPELINE 1 BY 6 BCM A YEAR, SOURCES SAY
(@WalterBloomberg)
Wow. A RECORD net 91% of FMS investors say US equities are overvalued
(@CheddarFlow)
WALLER SAYS HE ANTICIPATES ADDITIONAL RATE CUTS OVER NEXT 3-6 MONTHS
(@WalterBloomberg)
NEWSOM'S PLAN TO PREVENT PUMP-PRICE SPIKES FACES 5-YEAR DELAY
(@WalterBloomberg)
VENEZUELA UN ENVOY: VENEZUELA DOES NOT CONSTITUTE A THREAT TO ANYONE
(@WalterBloomberg)
WHITE HOUSE TAPS TOP RFK JR. DEPUTY AS ACTING CDC DIRECTOR
(@WalterBloomberg)