MEDIUM Revised UoM Inflation Expectations
USD P:4.6%

Trump disapproval hits record high in new poll: 56% say president has done worse than expected

Airlines for america ceo sununu opposes U.S. diesel export ban, saying it could lead to higher prices

Airline industry group airlines for america opposes allowing chinese carriers to add more flights to U.S

Airline industry group airlines for america opposes allowing chinese carriers to add more flights to U.S.

Trump and xi confirmed that they would support each other in hosting the apec economic leaders’ meeting and the g20 summit in 2026; xi says new trade arrangement between china, U.S. good news for global economy; president xi stressed that the economic and trade teams of the two sides held a new round of consultations and reached a new joint arrangement

Xi calls on china, U.S. to keep ai technology under human control' - xinhua

S&p 500’s midterm rally setup is getting interesting

U.S. defense official says about 60 commercial vessels transited strait of hormuz wednesday, highest daily crude volume since early july

Us, iran said to be exploring phased deal to open hormuz' - bloomberg

Us senate rejects resolution curbing trump's iran war powers

Federal reserve board seeks public comment on proposals for stablecoin rules under genius act, requiring full reserve backing and capital standards for supervised issuers

Texas attorney general paxton launches investigation into texas data centers over water USAge requirements

8 of 11 sectors fall in thursday trading as leaders split

President trump says we had a great meeting; trump takes china's xi inside presidential helicopter

Trump administration presses china on suspected nuclear tests in confidential talks' - wall street journal

Chinese president xi jinping says china hopes us keeps opposing taiwan independence, handles taiwan question with prudence - xinhua

Us and iran discuss phased deal to reopen strait of hormuz and end us blockade, sources say

Cnn granted access to white house

Us seeks to join musk in court fight with eu over x fine' - bloomberg

U.S. treasury 10-year yield high for session of 5.1685%, highest since july 2007

Senators move to force ai companies to disclose more' - semafor exclusive

Yield on 30-year U.S. treasury bonds rise slightly after buyback announcement; last up 3.31 basis points at 5.435%; 20-year U.S. treasury yield last up 3.44 basis points at 5.495%

China's xi says willing to step up counter-narcotics, law enforcement cooperation; hope chinese firms are treated fairly in U.S.; we need to co-exist peacefully; we have capability, responsibility to develop, manage ai for good; competition should be positive, with boundaries; two militaries should maintain regular dialogue

China's xi says willing to work with trump to steer the ship of china-U.S. ties; says we should strengthen communication; candid, in-depth, sustained dialogue can promote understanding, mutual trust; we encourage exchanges on diplomacy, trade and economy, law enforcement; trump and i have built personal rapport; we should work together in good faith, there is broad space for cooperation; china's door is open, welcomes U.S. firms to invest in china; china, U.S. are both ai powers

President trump says he and china's xi have forged truly great friendship; says trump says proud of U.S., china relationship; trump says he and xi have made tremendous strides on issues facing two countries; says working toward a more balanced trade relationship; says he and xi will discuss security, technology and super intelligence

Fed's paulson says best you can say about inflation is that it has not gotten worse; inflation balance of risks shifted ahead of september policy meeting; ai buildout helping drive inflation pressures; underlying inflation remains stubbornly high; economy resilient and showing signs of increased momentum; labor market is stable

Philadelphia fed president anna paulson says fed may need to raise rates again to lower inflation

U.S. and argentina launch andes-atlantic infrastructure corridor; exim issues non-binding term sheet of up to $6b for ypf-led argentina lng

USA new home sales for august revises prior from 607k to 643k

USA new home sales (mom) for august 6.4% vs -4.3% prior

USA new home sales for august 684k vs 615k est.

Cnn, ms now, politico request immediate court hearing after being blocked from white house grounds on thursday

Trump to decide shortly on new taiwan arms package

Fed's hammack says price stability is responsibility of central banks; inflation remains elevated amid solid output demand; inflation risk tilted toward upside; supply shocks a notable challenge for fed policy right now; the longer inflation remains high, the harder it is to bring it back to target

USA current account for q2 -246b vs -255b est.

USA continuing jobless claims 1,719k vs 1,750k est.

USA initial jobless claims 197k vs 201k est.

Bitcoin broke out while gold, stocks struggled

Politico barred from white house after court ruling restoring access' - politico

Bond market alarm bells are ringing, but mohamed el-erian says psychology may be fueling the fear more than fundamentals

Ny fed’s williams earlier, said us economy shows remarkable resilience, inflation remains big challenge, another rate hike by year-end reasonable

Khamenei adviser warned iran could expand war to indian ocean if us launches another attack

Stock market today: s&p 500, nasdaq 100 futures drop as bessent says iranian aviation restrictions are working — abnb, orcl, cost in focus

Ny fed's williams said views ai boom as more of a traditional demand shock, question on how long chip supply challenges last

Ny fed's williams, speaking at a conference in london, said ai gains could boost us productivity like in 1996-2005, other gains reflect stronger business formation, questions how long-lasting the productivity boom will

Trump’s midterm losses could be wall street’s gain: billionaire kenneth fisher calls gridlock a ‘powerful positive’, sees a potential 19.8% rally

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

Dozens of U.S. oil refining and business groups urge trump to reject any effort to impose ban on diesel exports

U.S. judge deciding case over media ban at the white house ends hearing without saying when he would rule

U.S. regulators plan major move to speed authorizations of vapes, tobacco pouches; move comes despite lawmakers voicing concern about recent flavor approvals' - wsj exclusive