HIGH Final GDP q/q
USD F:1.5% P:1.5%

Fda intends to evaluate changes to the pmta regulatory framework

44b rush back into equity funds: are investors betting on ai etfs again?

President trump, vice president jd vance, secretary of state marco rubio, huang and spacex and tesla executive elon musk will attend event for america.gov, a new ai-powered government website intended to consolidate services and information from across agencies’ websites

An informed iranian official has told press tv that reports published by some news outlets about iran showing flexibility over its nuclear position are false' - press tv

President trump says canada wants to have a deal with us, they call all the time

President trump says will win iran war very soon and gas prices will come tumbling

President trump says if we don't make steel ourselves, we can't defend ourselves

Openai president greg brockman will be going to the white house ai meeting

White house weighs red-dyed diesel tax relief to lower fuel prices' - reuters

700 billion s&p 500 sell-off meets $100 oil

Zuckerberg, amodei to attend ai white house meeting' - politico

Fed's cook says productivity gains from ai will deliver modest disinflation in next few years; signs of broadening pressure in inflation data; those gains will not come in time to offset broadening inflation this year; says she is highly attentive to a scenario in which ai leads to at least a temporary rise in unemployment; limited evidence to date that ai is changing labor market structure; fed would have limited tools to help in such a case; lowering rates could fuel inflation

Fed's cook says she expects to see continued inflation pressure in coming months, from ai and conflict in the middle east; labor market well positioned to handle an increase in rates; number and magnitude of any future rate adjustments will be informed by inflation and labor market data, and economy's reaction to us central bank's actions so far

Oil rises; meta’s muse trade extends to cpu stocks like intel, amd, arm, qualcomm

Iranian officials pessimistic about reaching deal with us before midterms - bloomerg

Trump open to iran sanctions relief for ‘concrete progress’ on nuclear issues, white house official says' - cnn

President trump is prepared to ease sanctions on iran and release its frozen assets in exchange for progress on the nuclear issue

8 of 11 sectors fall in monday trading as defensives lead

October brings volatility, historically strong market returns

USA dallas fed mfg business index for september 9.8 vs 11.6 prior

Wall street dodged the midterm slump

U.S. treasury department appoints david zervos as counselor

Trump administration ends fuel economy credit trading in 2028

Fed’s new financial vulnerability gauge flashes warning at 65th percentile — expert says risks are ‘notable’ but ‘not yet elevated’

The U.S. transportation department finalizes new lower fuel economy standards

Reported september 27, ustr greer announces U.S. and china each recommended $30b in non-sensitive goods that may benefit from more favorable tariff treatment under joint board of trade

Saudi arabia’s crucial oil pipeline starts exports after repairs' - bloomberg

Stock market today: s&p 500, dow jones futures fall as rising yields and trump’s hormuz deal rejection spook investors—lly, pep, jef in focus

Reported earlier, 'iran is pressed to make nuclear concessions to revive peace talks with U.S.' - wsj

Asian stocks bleed as rising us yields and crude prices weigh on risk assets

S&p 500 in the 'sweet spot' for q4: ryan detrick points to 'above average returns,' noting gains in 18 of last 21 historical setups

Stock market: will s&p 500 open up or down today?

A day after president trump rejected iranian proposal to end war, he told axios sunday he expects U.S. negotiators to engage in more talks with iran this week

Reported september 25, 'trump rejects iran ceasefire, expects renewed bombing after midterms' - wsj exclusive

Fbi data allegedly stolen by hacking group shinyhunters includes detailed medical evaluation records' - reuters news

U.S. appeals court rules against kalshi, says states can regulate its event contracts

Fed's hammack says is mindful of financial conditions, but fed is the decision maker on monetary policy

Fed's hammack says rising bond yields driven by a number of factors; good economic outlook is pressuring up bond yields; some of what bond market is doing is in reaction to fed, government policy; U.S. is on an unsustainable fiscal path; ai investment demand is competeing for investors in bond market; inflation expectations are reasonably well anchored

White house eyes diesel fuel moves that fall short of export ban' - politico

Fed's hammack says important for fed to deliver on inflation mandate; high inflation complicates economic planning; fed policy is not restraining activity outside of housing

Fed's hammack says sides of fed mandates are generally not in conflict; persistently high inflation has 'real costs', persistently high inflation pressures wages

Fed's hammack says likely underlying inflation is above target

Fed's hammack says there are lots of long term questions what ai will mean for inflation

Fed's hammack says the biggest risk with inflation is the formation of an inflationary mindset; public has been dealing with above target inflation for extended period; growth has held up well, job market is stable; worries about demand related pressure on inflation; capital expenditures will pressure inflation for a while; if we don't make progress lowering inflation, expectations could shift; fed needs to make sure policy is at a restrictive stance to lower inflation

President trump posts on truth social "president xi and madam peng have just left d.c., heading for china. the meeting was one of friendship, strength, and success, for both china and the U.S.a. we will be meeting again in november, in china, and then at the g20 in december, in miami, florida. much has been, and will be, accomplished. i look forward to our next meeting!"

Ftc chair says going to continue as long as i am chairman to resist this anthropomorphizing of these (ai agent) tools; if there is substantial personal data being used to offer a product or service where that has not been the tradition, they ought to be told that is happening; says, speaking for himself, that he is most concerned about delivery, rideshare and airline pricing

U.S. baker hughes oil rig count +3 to 455; U.S. baker hughes natgas rig count +1 to 135; U.S. baker hughes total rig count 599 vs 595 prior

U.S. central command posts on x "U.S. marines assigned to the 11th marine expeditionary unit train aboard uss boxer (lhd 4) as the ship sails in regional waters and continues to support enforcement of the U.S. blockade against iran. as of sept. 25, centcom forces have redirected 122 commercial vessels to ensure strict compliance."

President trump posts on truth social "scott bessent will not be going to be super intelligence (si) czar. number one, he doesn’t want to. number two, he’s doing such a great job at treasury, and that’s where i want to keep him! why would i ever make such a change? just more fake news!"

Ftc chair says will resist anthropomorphizing of ai agent tools as long as chairman; says use of substantial personal data in non-traditional products should be disclosed