12:26 NOC 12:15 ET Morgan conf: Demand remains the strongest management has seen in more than 20 years, translating into another record backlog and awards from both the U.S. and international allies, with broad-based growth across all four operating segments.13:02 *(US) TREASURY $19B 10-YEAR TIPS REOPENING DRAWS 2.653% V 2.438% PRIOR; BID-TO-COVER: 2.24X V 2.30X PRIOR12:16 BA FAA approves Boeing request to sell up to 35 additional 777F freighters12:13 JNJ 12:00 ET Deutsche conf: Expects growth rates above the prior 5–7% long-term framework, with updated targets due at the Dec. 8 Investor Day; management sees a clear path toward double-digit enterprise growth over the next few years/by decade-end.11:53 (EU) ECB’s Zigman (Croatia): growth is at risk if inflation is not addressed - media interview11:38 GE Morgan Stanley conf summary: Not seeing any change in fleet plans from the airlines; Parked aircraft remain really low for airlines, and aircraft retirements are down y/y
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12:26NOC 12:15 ET Morgan conf: Demand remains the strongest management has seen in more than 20 years, translating into another record backlog and awards from both the U.S. and international allies, with broad-based growth across all four operating segments.
13:02*(US) TREASURY $19B 10-YEAR TIPS REOPENING DRAWS 2.653% V 2.438% PRIOR; BID-TO-COVER: 2.24X V 2.30X PRIOR
12:16BA FAA approves Boeing request to sell up to 35 additional 777F freighters
12:13JNJ 12:00 ET Deutsche conf: Expects growth rates above the prior 5–7% long-term framework, with updated targets due at the Dec. 8 Investor Day; management sees a clear path toward double-digit enterprise growth over the next few years/by decade-end.
11:53(EU) ECB’s Zigman (Croatia): growth is at risk if inflation is not addressed - media interview
11:38GE Morgan Stanley conf summary: Not seeing any change in fleet plans from the airlines; Parked aircraft remain really low for airlines, and aircraft retirements are down y/y

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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 5007708.75 2.08%EUR/USD1.16 1.44%USD/JPY159.03 1.87%GBP/USD1.34 0.46%OIL--Gold4405.3 8.62%