08:22 BAC TTN Summary BofA Conf CEO: Q3 2026 Global Markets will not be as robust as the “exceptional” and “lights-out” Q2; management said market expectations have waned, while cautioning that quarterly peer comparisons are distorted by differences in product and geographic mix.07:37 (PL) Polish Army Official: Russian military helicopter made brief incursion into polish airspace from Kaliningrad; Airspace incursion said to be only for 42 seconds07:03 (US) Reportedly oil executives and lobbyists oppose a diesel export ban, which they say could cost US oil companies billions in revenue - WSJ08:00 MCD Targets 2030 operating margin in low-to-mid 50% range and +1.5pp chicken and beverage share gains; Targets nearly 2.5% contribution from unit expansion to Systemwide sales growth in 2027, moderating to about 2% by 2030 - Investor Day08:30 PAYX Reports Q1 $1.34 v $1.33e, Rev $1.63B v $1.62Be08:27 BABA Launches Qwen Intelligence full-stack agentic AI platform designed specifically for smartphones
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*(IR) Traders circulating unverified press chatter saying Iran had conveyed to the Trump administration its intention to open the blockade of the Strait of Hormuz within "7 days" if US accepted demands such as lifting the blockade of Iranian ports

- According to senior Iranian government officials, if the U.S. side announces a policy to lift the blockade and halt military operations around the strait, they will agree to open the Hormuz Strait early
- This proposal said to become a basis for consultations with intermediary countries

https://www.47news.jp/14977482.html
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 5007823.5 0.76%EUR/USD1.14 0.21%USD/JPY157.96 0.19%GBP/USD1.33 0.37%OIL--Gold4345.5 9.86%