10:50 (US) Fed's Logan (voter, hawk; non-voter in 2027): More rapid rate hikes of at least two additional 25 bps are needed this winter; The exact pace of increases could depend on the near-term economic and financial environment; Would make sense to pause rates after two more increases10:33 (IL) Israel PM Netanyahu: Iran is working to 'renew its nuclear threat'; Israel will face pressure to accept a nuclear-armed Iran, and retreat from our security zones10:49 TMDX 10:40 ET Stifel conf: Successful OCS 2.0 heart and lung programs could unlock approximately 5,000–5,500 additional U.S. cases annually that TransMedics does not routinely access today. Management says all 400 OCS cases in Enhanced Part B would be incremental volume; de novo lung volumes would also be largely incremental given its small existing presence.10:41 BILL 10:30 ET Citi conf: Sales changes expected to reach the top and bottom line over the next 3–4 months; the new CRO is showing “green shoots,” and sales compensation will shift fully to revenue. New-salesperson training and pipeline development should yield benefits over the next quarter or two.08:30 *(US) OCT CPI M/M: 0.4% V 0.3%E10:42 (UK) UKMTO: Received a report of an incident near Oman's Lima earlier today; Crew reported safe with no environmental impact
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10:50(US) Fed's Logan (voter, hawk; non-voter in 2027): More rapid rate hikes of at least two additional 25 bps are needed this winter; The exact pace of increases could depend on the near-term economic and financial environment; Would make sense to pause rates after two more increases
10:33(IL) Israel PM Netanyahu: Iran is working to 'renew its nuclear threat'; Israel will face pressure to accept a nuclear-armed Iran, and retreat from our security zones
10:49TMDX 10:40 ET Stifel conf: Successful OCS 2.0 heart and lung programs could unlock approximately 5,000–5,500 additional U.S. cases annually that TransMedics does not routinely access today. Management says all 400 OCS cases in Enhanced Part B would be incremental volume; de novo lung volumes would also be largely incremental given its small existing presence.
10:41BILL 10:30 ET Citi conf: Sales changes expected to reach the top and bottom line over the next 3–4 months; the new CRO is showing “green shoots,” and sales compensation will shift fully to revenue. New-salesperson training and pipeline development should yield benefits over the next quarter or two.
08:30*(US) OCT CPI M/M: 0.4% V 0.3%E
10:42(UK) UKMTO: Received a report of an incident near Oman's Lima earlier today; Crew reported safe with no environmental impact

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007513.75 ▼3.76%EUR/USD1.12 ▲0.12%USD/JPY158.64 ▲0.22%GBP/USD1.33 ▲0.92%OIL--Gold4051.8 ▼15.95%