*HAMAS TO ASK TRUMP FOR 60-DAY CEASEFIRE: FOX NEWS
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ATLANTA FED’S BOSTIC CAUTIOUS ON RATE CUTS AMID INFLATION CONCERNS
Bostic said he is hesitant to support additional rate cuts in October, citing persistent inflation above the Fed’s 2% target. He currently expects only one rate cut in 2025, despite shifting economic risks toward weaker employment.
Bostic noted that while the recent rate cut was reasonable, uncertainty remains high, and core inflation is projected at 3.1% by year-end, with unemployment rising to 4.5%. He warned that tariffs and immigration constraints could slow labor force growth and extend moderate price pressures.
He described the current policy environment as one of the most challenging, with both inflation and growth risks rising.
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$TSLA - PIPER SANDLER RAISES TESLA PRICE TARGET TO $500
Piper Sandler’s Alexander Potter raised Tesla’s (TSLA) price target from $400 to $500, keeping an Overweight rating. After visiting China, he noted Tesla remains a leader in real-world AI despite strong competition from vertically integrated Chinese EV makers. TSLA is highlighted as a top pick for autonomous vehicles and robotics.
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NETANYAHU: 'WE NEED TO DESTROY THE IRANIAN AXIS. THIS IS WHAT LIES AHEAD OF US IN THE COMING YEAR.'
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CHINESE VICE PREMIER HE LIFENG MEETS US DELEGATION IN BEIJING - XINHUA
CHINESE VICE PREMIER HE LIFENG: HOPES CHINA, US WILL COMMUNICATE FRANKLY AND CLARIFY DOUBTS IN ACCORDANCE WITH PRINCIPLES OF MUTUAL RESPECT, PEACEFUL COEXISTENCE AND WIN-WIN COOPERATION
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$MSTR - STRATEGY BUYS 850 BITCOIN SEPT. 15 TO SEPT. 21
STRATEGY BUYS 850 BITCOIN FOR AGGREGATE PURCHASE PRICE $99.7M
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PUTIN: RUSSIA WILL ADHERE TO NEW START TREATY FOR 1 YEAR
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🚨 RUSSIA'S PUTIN: PUTIN: SYSTEM OF NUCLEAR ARMS CONTROL HAS BEEN DESTROYED
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RUSSIA'S PUTIN: SITUATION IN STRATEGIC STABILITY CONTINUES TO DETERIORATE
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EVERCORE: AI BULL MARKET STILL HAS ROOM TO RUN
Evercore ISI says the AI-driven rally may be just beginning, despite growing bubble concerns. A client survey found 67% see a bubble forming, but strategist Julian Emanuel estimates only a 25% chance the S&P 500 overshoots its 2026 target of 7,750 and hits 9,000.
Emanuel argues “a bubble has a long way to go,” comparing today’s AI adoption (25%) to the early internet in 1996, when markets rallied for years after Greenspan’s “irrational exuberance” warning. Current sentiment and gains lag far behind dot-com extremes.
Still, Evercore expects volatility, with pullbacks like those seen in the 1990s, and advises investors to focus on the “Mag 7” AI leaders, using options for asymmetric upside.
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TRUMP: VIOLENCE COMES LARGELY FROM THE LEFT
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NORTH KOREA'S KIM: WE HAVE NO REASON TO SIT DOWN WITH THE U.S. UNTIL IT GIVES UP INSISTENCE ON DENUCLEARISATION
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NORTH KOREA'S KIM: WE HAVE NO INTENTIONS TO UNITE WITH SOUTH KOREA
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NORTH KOREA'S KIM: I STILL HAVE GOOD MEMORIES OF TRUMP - KCNA
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NORTH KOREA LEADER KIM JONG UN SAYS THE CONCEPT OF DENUCLEARISATION FOR THE COUNTRY IS NO LONGER VALID
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BOSTIC PENCILS IN ONLY ONE RATE CUT FOR 2025: WSJ
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FED'S BOSTIC SEES LITTLE REASON TO CUT RATES FURTHER FOR NOW -- WSJ
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ARGENTINA IS A SYSTEMICALLY IMPORTANT US ALLY: BESSENT
US STANDS READY TO DO WHAT NEEDED TO SUPPORT ARGENTINA: BESSENT
ALL OPTIONS FOR STABILIZATION ON TABLE FOR ARGENTINA: BESSENT
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GOLDMAN RAISES S&P 500 12-MONTH TARGET TO 7200, RECOMMENDS BUYING STOCKS
Goldman increases its S&P 500 target to 7200, citing strong earnings this year. Stocks remain historically expensive, but typically perform well during Fed rate-cut cycles without a recession. Investors should focus on companies with floating-rate debt, which benefit from falling rates, and on SMID-cap stocks sensitive to economic acceleration.
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🚨 MARKET SEES 70% CHANCE OF U.S. GOVERNMENT SHUTDOWN IN 2025
Prediction markets on Kalshi are now pricing a 70% probability of a U.S. government shutdown this year — the highest level yet.
A US government shutdown could begin October 1, 2025, if no funding agreement is reached by September 30 (end of FY2025). Non-essential operations halt; essential services (e.g., security, Social Security) continue.
KEY ISSUES:
🔸 Health Care: Dems seek ACA subsidy extensions (expiring, risking millions uninsured) and Medicaid reversals.
🔸 Partisan Flip: Dems leveraging shutdown like GOP did in 2013 over Obamacare. GOP accuses Dems of unrelated demands.
POTENTIAL IMPACTS:
🔸 Furloughs for ~800k workers (back pay later); delays in IRS, parks, inspections.
🔸 Economic cost: Billions lost, GDP hit, market dips.
🔸 Health disruptions: Grants pause, premiums rise if no deal.
https://t.co/qh73U99Y4k
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RUSSIA'S PUTIN: RUSSIA IS READY TO STICK TO NEW START ARMS TREATY A YEAR AFTER IT EXPIRES IF U.S. DOES THE SAME
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RUSSIA'S PUTIN: RUSSIA IS ABLE TO RESPOND TO THREATS
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🚨 RUSSIA'S PUTIN: NEW RISKS APPEAR
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$AAPL - JEFFERIES: IPHONE 17 STRONG IN CHINA, WEAK IN U.S.; ASP RISK FOR APPLE
Jefferies sees solid iPhone 17 demand, with long wait times in China boosted by price cuts and subsidies, but weakness in the U.S. Resale data shows no premium for base and Air models, leaving only the Pro Max strong. The firm warns Apple’s average selling prices remain at risk.
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S&P 500 COULD TOP 7,100 IF FED CUT HISTORY REPEATS – RBC
The S&P 500 may surpass RBC Capital’s 7,100 target for late 2026 if past trends after Federal Reserve rate cuts hold. RBC notes that “reset” cuts (after long pauses) typically deliver 13% gains over 12 months, while non-recession cuts average 21%, creating upside risk to their forecast.
Concerns include weak homebuilder stocks (down 7% since September), slowing EPS estimate upgrades outside the top 10 market-cap names, and narrow market leadership.
On the positive side, investor sentiment has improved, historically linked to 15% gains, while capital spending and equity fund inflows are rebounding.
RBC concludes that despite near-term uncertainty, history favors further stock gains if the Fed’s latest cuts are not tied to a recession.
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TRUMP: UNLIKE KIRK, I HATE MY OPPONENT
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NORTH KOREA'S KIM: WE HAVE NO REASON TO SIT DOWN WITH THE U.S. IF IT GIVES UP INSISTENCE ON DENUCLEARISATION
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NORTH KOREA'S KIM: WE WILL NEVER SIT DOWN WITH SOUTH KOREA
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NORTH KOREA'S KIM: WE WILL NEVER GIVE UP NUCLEAR FORCE
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KIM JONG UN PROMOTES UNDISCLOSED WEAPONS CREATED BY NORTH KOREA
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