11:04 (US) Pres. Trump: Have decided to replace the 20% United States Reimbursement Fee with Trade and Investment Deals that the various Gulf States will be making into the United States - Truth Social11:59 (IQ) US Pres Trump: Has tremendous chemistry with Iraqi PM; Oil partnerships with Iraq will be announced soon, possibly this or next week10:24 (US) US Fed Chair Warsh: Doesn't believe that 'everything is swell' after today's CPI report; Want to see more broad based economic growth; We want the rise in inflation to be more limited; Fed has the tools to deliver price stability - Q&A11:34 (IR) Iran press reports explosion heard in Qeshm island - Fars12:45 (US) Fed's Barr (voter): AI has the potential to significantly increase productivity11:10 C 11:00 ET Q2 earnings call: Middle East conflict has weighed modestly on global growth while giving inflation “a second wind.” U.S. growth is roughly unchanged from a year ago and the labor market remains stable, but AI-related infrastructure investment is creating a U.S./Asia tailwind while adding to Europe’s competitive challenges.
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11:04(US) Pres. Trump: Have decided to replace the 20% United States Reimbursement Fee with Trade and Investment Deals that the various Gulf States will be making into the United States - Truth Social
11:59(IQ) US Pres Trump: Has tremendous chemistry with Iraqi PM; Oil partnerships with Iraq will be announced soon, possibly this or next week
10:24(US) US Fed Chair Warsh: Doesn't believe that 'everything is swell' after today's CPI report; Want to see more broad based economic growth; We want the rise in inflation to be more limited; Fed has the tools to deliver price stability - Q&A
11:34(IR) Iran press reports explosion heard in Qeshm island - Fars
12:45(US) Fed's Barr (voter): AI has the potential to significantly increase productivity
11:10C 11:00 ET Q2 earnings call: Middle East conflict has weighed modestly on global growth while giving inflation “a second wind.” U.S. growth is roughly unchanged from a year ago and the labor market remains stable, but AI-related infrastructure investment is creating a U.S./Asia tailwind while adding to Europe’s competitive challenges.

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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 5007585.5 0.93%EUR/USD1.16 2.04%USD/JPY159.03 2.01%GBP/USD1.34 0.56%OIL--Gold4067.9 15.62%