09:45 *(US) AUG PRELIMINARY S&P MANUFACTURING PMI: 53.2 V 53.9E (12TH MONTH OF EXPANSION)10:01 *(EU) EURO ZONE AUG ADVANCE CONSUMER CONFIDENCE: -15.5 V -16.0E10:00 CLF Rescopes $500M DOE grant for $1B Middletown Works modernization; Blast furnace rebuild due Q1 203008:36 BJ 08:00 ET Q2 earnings call: The K-shaped consumer environment persists, although trends improved sequentially; comps grew across all income cohorts, but the vast majority of growth still came from higher-income members as consumers remained discerning.08:41 FLO 08:30 ET Q2 earnings call: Back-half recovery is weighted to Q4: management expects year-over-year declines in Q3, followed by normalization in Q4 as new business wins ramp, pricing elasticities ease when prior-year increases are lapped, cost savings contribute and Nature’s Own stabilizes08:30 NVDA Reportedly in talks to invest 'several hundred million' in Cloverleaf Infrastructure, a data center power developer - WSJ
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Reports Q4 $0.91 v $0.88e, Rev $9.87B v $9.17Be

- Guides initial FY19 Rev >60%* (Ex-Ele.me & Cainiao network >50%)

- Number of active buyers 552M v 515M y/y, +7.2% y/y
- Adj EBITDA (in RMB) 19.5B, +17% y/y
- Adj EBITDA margin 31% v 43% y/y
-Core Commerce Rev (in RMB) 51.3B v 31.6B y/y, +62% y/y
- Mobile MAU 617M v 580M q/q, +6% q/q
- Cloud computing Rev $699M, RMB4.39B, +103% y/y
- During the March 2018 quarter, Ant Financial continued to aggressively invest in their business leading to robust user acquisition and engagement. These investments resulted in a net loss for Ant Financial in the quarter. During the fiscal year ended March 31, 2018, Alipay, together with its global JV partners, served around 870 million annual active users globally. Ant Financial also supports economic development in China by serving more than 15 million small businesses as of March 2018 through lending, cash management and insurance services.
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 5007685.25 0.58%EUR/USD1.16 0.59%USD/JPY159.03 0.02%GBP/USD1.34 1.53%OIL--Gold4651.2 3.52%