18:31 JBHT 18:20 ET Morgan conf: Expects Q3 earnings to decline 5–10% sequentially from Q2, despite “incredibly strong” demand; management characterized the pressure as a timing mismatch between immediately higher capacity costs and Intermodal pricing, which typically lags truckload by roughly two quarters—not an observed demand deterioration.18:40 (US) Treasury Sec Bessent to meet Vice Premier He Lifeng in NY ahead of Trump-Xi summit on Sunday, September 20th, 2026 [inline] - FT15:43 (IR) VP Vance: The Iran war will enter a 'much different phase in the next couple of months;' Sides with Trump that the conflict will end 'right after' the midterms - NY Post interview17:55 OPENAI.IPO Reportedly considers another fundraising round before debuting IPO at an EV of ~$1.2T - FT18:45 (NZ) New Zealand Q2 Current Account Balance (NZD): -1.7B v -2.6Be18:51 (CL) Chile Central Bank Deputy Governor Naudon urges investors not to overlook the recovery of the Chilean economy - Interview
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18:31JBHT 18:20 ET Morgan conf: Expects Q3 earnings to decline 5–10% sequentially from Q2, despite “incredibly strong” demand; management characterized the pressure as a timing mismatch between immediately higher capacity costs and Intermodal pricing, which typically lags truckload by roughly two quarters—not an observed demand deterioration.
18:40(US) Treasury Sec Bessent to meet Vice Premier He Lifeng in NY ahead of Trump-Xi summit on Sunday, September 20th, 2026 [inline] - FT
15:43(IR) VP Vance: The Iran war will enter a 'much different phase in the next couple of months;' Sides with Trump that the conflict will end 'right after' the midterms - NY Post interview
17:55OPENAI.IPO Reportedly considers another fundraising round before debuting IPO at an EV of ~$1.2T - FT
18:45(NZ) New Zealand Q2 Current Account Balance (NZD): -1.7B v -2.6Be
18:51(CL) Chile Central Bank Deputy Governor Naudon urges investors not to overlook the recovery of the Chilean economy - Interview

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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 5007597 0.3%EUR/USD1.16 0.76%USD/JPY159.03 2.82%GBP/USD1.34 0.36%OIL--Gold4327.2 10.24%