02:15 2317.TW Reports Q2 (NT$) Net 60.0B v 58.2Be (v 44.4B y/y), Op 94.8B v 80.5Be, Rev 2.53T v 2.51Te (v 1.79T y/y); Affirms Q3 Rev strong growth y/y, AI server rack shipments to rise high double digits q/q02:31 7911.JP Reports Q1 Net ¥21.67B v ¥9.37B y/y, Op ¥20.02B v ¥13.54B y/y, Rev ¥457.32B v ¥397.56B y/y02:28 005930.KR Singapore wealth fund Temasek said to invest in Samsung Electronics and Hynix; cites sources and specific terms were not disclosed - Asia Business Daily [update]02:15 (CN) CAAM: China Jul NEV Energy Sales Y/Y: +23.7% y/y; Vehicle Wholesales Y/Y: -0.3%02:00 BBY.UK Reports H1 Adj Pretax £139M v £129M y/y, Adj Rev £5.56B v £5.56B y/y02:32 (NO) Norway Q3 Consumer Confidence: -16.6 v -18.1 prior
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Trade The News story

(CN) China reportedly discussing frontloading stimulus to counter tariff hit - press

**Reminder: earlier, Analysts: China policymakers expected to undertake "more" proactive measures to support the property sector - financial press
- earlier, Renewed speculation that China may have room to cut RRR– People's Daily Op-ed
- earlier, China govt: US should stop using tariffs as a weapon to suppress china's economy and trade - China state media
- on Mar 21st, China PBOC reiterated would cut RRR and interest rates at appropriate time

**Note: on Apr 6th, Trump said not making China deal unless the trade deficit is solved – financial press
- on Apr 4th, China announces extra 34% tariffs on “all” US goods; effective from April 10th; also announces restrictions on some rare earth-related items – Press

**Note: on 'Liberation Day', US announced 34% reciprocal tariff on China (against 67% that is applied on US)
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 5007756.25 0.36%EUR/USD1.16 0.78%USD/JPY159.03 0.25%GBP/USD1.34 0.52%OIL--Gold4456.2 7.56%