KASHKARI: TOO SOON SO KNOW IF INFLATION WILL BE STICKY FROM TARIFFS
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HAMAS CALLS FOR GUARANTEES FOR END TO ISRAELI ATTACKS: ALQAHERA
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EU SETS OUT PLAN TO CUT STEEL IMPORT QUOTAS, IMPOSE 50% LEVY
EU: PLAN IS TO LIMIT TARIFF-FREE STEEL IMPORT VOLUMES TO 18.3 MILLION TONS A YEAR
EU: THIS IS 47% REDUCTION COMPARED TO 2024 STEEL QUOTAS
EU: PLAN IS TO DOUBLE LEVEL OF OUT-OF-QUOTA DUTY TO 50%
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$ORCL - ORACLE LOST NEARLY $100 MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER - THE INFORMATION
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$ORCL - INTERNAL ORACLE DATA SHOW FINANCIAL CHALLENGE OF RENTING OUT NVIDIA CHIPS
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NY FED: SEPTEMBER ONE-YEAR AHEAD EXPECTED INFLATION 3.4% VS. AUGUST’S 3.2%
NY FED: SEPTEMBER THREE-YEAR AHEAD EXPECTED INFLATION UNCHANGED AT 3%
NY FED: SEPTEMBER FIVE-YEAR AHEAD EXPECTED INFLATION 3% VS. AUGUST’S 2.9%
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PENTAGON NOMINEE SAYS THERE ARE A LOT OF THINGS TAIWAN CAN AND MUST DO URGENTLY TO PREPARE FOR A POTENTIAL INVASION SCENARIO
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BITCOIN AND GOLD COULD SIT ON CENTRAL BANK BALANCE SHEETS BY 2030: DEUTSCHE BANK
Deutsche Bank expects both Bitcoin and gold to become part of central bank reserves by 2030, as a weaker dollar and rising geopolitical risks reshape global finance.
In its report “Gold’s Reign, Bitcoin’s Rise,” the bank noted Bitcoin’s record 2025, surpassing $125,000, while gold is up ~50% and could reach $4,000 by year-end.
The bank said central banks may view Bitcoin as a modern reserve asset alongside gold, citing improving liquidity, strategic value, and trust. Both assets, it concluded, are likely to play a structural role in global reserves as governments seek protection from inflation and currency risk.
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🚨 TRADERS SELLING RUSSIAN OIL RECENTLY BEGAN SEEKING PAYMENT IN CHINESE YUAN FROM INDIAN STATE REFINERS, SOURCES SAY
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$NOC $LMT $BA - PENTAGON'S HEGSETH OKAYS US NAVY NEXT-GENERATION FIGHTER, SOURCES SAY
After months of delay, the Pentagon will select as soon as this week the defense company to design and build the Navy's next stealth fighter, a U.S. official and two people familiar with the decision said, it will be a multibillion-dollar effort for a jet seen as central to U.S. efforts to counter China.
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JOHNSON: HOPE FURLOUGHED WORKERS RECEIVE BACKPAY
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$F - FORD SHARES FALL 4.4% AFTER WSJ REPORTS FIRE AT CO'S SUPPLIER SET TO DISRUPT BUSINESS FOR MONTHS
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S&P GLOBAL TO LAUNCH INNOVATIVE CRYPTO ECOSYSTEM INDEX, A NEW WAY TO COMBINE CRYPTOCURRENCIES AND CRYPTO-LINKED EQUITIES
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SILVER PRICE NOW RISING AT FASTER PACE THAN GOLD -- ANALYSIS
SILVER AND PLATINUM RALLY LOOKS TO HAVE FURTHER TO RUN
PLATINUM PRICE COULD GAIN BY NEARLY A THIRD IN COMING MONTHS, ANALYSTS SAY
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$TSLA - TESLA SHARES SLIP 1.1% PREMARKET AHEAD OF TUESDAY'S EVENT
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FED'S KASHKARI: THE DATA SENDING SOME STAGFLATION SIGNALS
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GOLD’S SURGE SIGNALS WANING CONFIDENCE IN DOLLAR ASSETS
Gold topping $4,000 an ounce reflects growing unease with U.S. assets, says FolioBeyond’s Dean Smith. Investors are seeking safe havens beyond the dollar and Treasurys, hedging against long-term uncertainty. “Global markets are no longer comfortable tying their prosperity to dollar assets,” Smith said, adding that this shift in confidence “could take years to resolve.”
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FED'S MIRAN: IT IS HARD TO IDENTIFY ASSET BUBBLES
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*MIRAN: MY BEST ATTEMPT AT REAL NEUTRAL RATE ESTIMATE IS 0.5%
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NY FED: SEPTEMBER YEAR-AHEAD EXPECTED FOOD PRICE RISE HIGHEST SINCE MARCH 2023
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FED'S MIRAN: GROWTH IN FIRST HALF OF YEAR WAS SLOWER THAN EXPECTED AMID UNCERTAINTY
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*BOSTIC: TURBULENCE LEADING FIRMS, HOUSEHOLDS TO BE CAUTIOUS
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TRADERS SEEK YUAN PAYMENT FROM INDIAN STATE BUYERS OF RUSSIAN OIL, SOURCES SAY
Traders offering Russian oil have begun asking Indian state refiners to pay in Chinese yuan, taking recent signs of improving relations between New Delhi and Beijing as a chance to simplify deals with Indian buyers, trade sources said.
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$BA - BOEING SET TO WIN CONDITIONAL EU ANTITRUST APPROVAL FOR $4.7 BILLION ACQUISITION OF SPIRIT AEROSYSTEMS, SOURCES SAY
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JOHNSON: TRUMP ALSO WANTS FURLOUGHED WORKERS TO RECEIVE BACKPAY
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*JOHNSON: SOME LEGAL ANAYLYSTS DON'T BELIEVE IN SHUTDOWN BACKPAY
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S&P 500 HITS INTRADAY RECORD HIGH, LAST UP 0.2%
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WTO SAYS 'FULL IMPACT' OF TRUMP TARIFFS MAY HIT NEXT YEAR
WTO PREDICTS SHARP SLOWDOWN IN GOODS TRADE GROWTH NEXT YEAR
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WTO SEES GLOBAL GOODS TRADE RISING 0.5% IN 2026, HAD SEEN 1.8% RISE
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GOLDMAN SACHS: GOLD COULD REACH $4,900 BY LATE 2026
Goldman Sachs expects gold to hit $4,900 per ounce by December 2026, driven by continued central bank buying and rising ETF demand. Analysts Lina Thomas and Daan Struyven say emerging-market banks will keep diversifying reserves into gold, while expected U.S. rate cuts will boost Western investment. Gold futures closed Monday at a record $3,948.50.
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