11:20 (IR) Sec of Defense Hegseth: The US can hold its blockade in Iran as long as needed12:28 (CA) Premier of Major Grain-growing Canadian Province of Saskatchewan Moe: The negotiations between Canada and the US have intensified in the last couple of weeks ahead of the Aug 19th tariff deadline; We need to maintain a broader goal to renew and review the CUSMA agreement11:30 SNDK Exec: Meta is joining consortium to develop an open standard for high bandwidth flash - Investor day comments09:49 SNDK TTN Summary: Investor Day: Sandisk remains committed to mid- to high-teens volume growth, expanding supply despite the industry’s historically cyclical demand environment; Targets mid to high teens revenue growth and 80% Non-GAAP gross margin in FY28-FY3010:45 (US) Fed’s Barkin (non-voter): Doesn't see the labor market as strong as the numbers suggest; It's hard to know whether rates are restrictive now given the standard errors around any model; It's helpful to policy if markets understand the Fed's thinking12:17 (IT) Italy Industry Min Urso: Sees data center investment in Sicily - Italian press
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11:20(IR) Sec of Defense Hegseth: The US can hold its blockade in Iran as long as needed
12:28(CA) Premier of Major Grain-growing Canadian Province of Saskatchewan Moe: The negotiations between Canada and the US have intensified in the last couple of weeks ahead of the Aug 19th tariff deadline; We need to maintain a broader goal to renew and review the CUSMA agreement
11:30SNDK Exec: Meta is joining consortium to develop an open standard for high bandwidth flash - Investor day comments
09:49SNDK TTN Summary: Investor Day: Sandisk remains committed to mid- to high-teens volume growth, expanding supply despite the industry’s historically cyclical demand environment; Targets mid to high teens revenue growth and 80% Non-GAAP gross margin in FY28-FY30
10:45(US) Fed’s Barkin (non-voter): Doesn't see the labor market as strong as the numbers suggest; It's hard to know whether rates are restrictive now given the standard errors around any model; It's helpful to policy if markets understand the Fed's thinking
12:17(IT) Italy Industry Min Urso: Sees data center investment in Sicily - Italian press

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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 5007806.25 0.75%EUR/USD1.16 0.89%USD/JPY159.03 0.26%GBP/USD1.34 0.4%OIL--Gold4420.6 8.3%