*UMICH CONSUMER SENTIMENT FALLS TO RECORD-LOW 47.6; EST. 51.5

*UMICH 1-YR INFLATION EXPECTATIONS RISE TO 4.8% FROM 3.8%
*UMICH CONSUMER SENTIMENT FALLS TO RECORD-LOW 47.6; EST. 51.5
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US LIKELY TO APPROVE EXTENSION OF WAIVER ALLOWING SALES OF SOME RUSSIAN CRUDE OIL AS EARLY AS FRIDAY, SOURCES SAY
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EUROPEAN COMMISSION PLANS TO REGULATE CHATGPT MORE STRICTLY IN FUTURE - HANDELSBLATT CITING SOURCES
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SWITZERLAND AIMS TO FINALIZE US TARIFF ACCORD BY THE END OF JULY
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HORMUZ BOTTLENECK PERSISTS

Shipping through the Strait of Hormuz remains heavily restricted, with recent traffic mostly limited to Iran-linked vessels.

Several loaded supertankers have approached the route but stopped short of exiting the الخليج, despite the ceasefire and US https://t.co/kVhMYlqzMV
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U.S., BRENT CRUDE FUTURES FALL AFTER SOURCES SAY U.S. LIKELY TO EXTEND RUSSIAN OIL WAVER , LAST DOWN ABOUT 0.5%
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SPAIN'S PM SANCHEZ: WE'RE READY TO ADVANCE TOWARDS A JOINT EUROPEAN ARMY, EVEN TOMORROW IF NEEDED
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🚨 IRAN'S PARLIAMENT SPEAKER SAYS CEASEFIRE IN LEBANON, RELEASE OF IRANIAN BLOCKED ASSETS MUST OCCUR BEFORE TALKS
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IRAN FOREIGN MINISTER ARAQCHI SAYS U.S. MUST ADHERE TO COMMITMENTS TO INCLUDE LEBANON IN CEASEFIRE AND TO HALT ISRAELI ATTACKS AGAINST LEBANON -STATE MEDIA
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TRUMP PREPARING MILITARY IF IRAN FAILS TO COMPLY IN TALKS - NYP
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WHITE HOUSE: TRUMP OPTIMISTIC DEAL CAN BE REACHED WITH IRAN - FOX
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*TRUMP PREPARING MILITARY IF IRAN FAILS TO COMPLY IN TALKS: NYP
*TRUMP SAYS WARSHIPS ARE BEING RELOADED IN CASE TALKS FAIL: NYP
*NYP CITES FRIDAY INTERVIEW WITH TRUMP
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ONLY ONE OIL TANKER HAS PASSED THROUGH THE STRAIT OF HORMUZ TODAY - CNN CITING SHIPPING DATA

Shipping data shows only one oil tanker transited the Strait of Hormuz so far today, according to a CNN analysis of MarineTraffic AIS data. The vessel, the US-sanctioned,
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HARRIS: TRUMP’S IRAN “WAR OF CHOICE” WILL WEAKEN U.S. GLOBAL STANDING

Former Vice President Kamala Harris warned that President Trump’s actions in Iran amount to a “war of choice” that will cause long-term damage to the United States.

Speaking at a civil-rights convention in
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🚨 Trump: 'The Iranians are better at handling the Fake News Media, and “Public Relations,” than they are at fighting! President DONALD J. TRUMP'
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🚨 Trump: 'The Iranians don’t seem to realize they have no cards, other than a short term extortion of the World by using International Waterways. The only reason they are alive today is to negotiate! President DONALD J. TRUMP'
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TRUMP: IRANIANS HAVE NO CARDS EXCEPT SHORT TERM EXTORTION OF INTERNATIONAL WATERWAYS

TRUMP: ONLY REASON IRANIANS ARE ALIVE TODAY IS TO NEGOTIATE
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CHINA HAS INDICATED IT WILL HALT EXPORTS OF SULFURIC ACID FROM MAY
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$NVDA - HUANG: “MOVE TO CALIFORNIA” DESPITE HIGH TAXES

Nvidia CEO Jensen Huang urged people to stay in or move to California despite its high tax burden, saying: “Move to California. Don’t leave. It’s the highest taxes in the world, but it’s OK—the weather is great.”

Speaking
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U.S. BANKS ARE WORKING WITH S&P GLOBAL TO LAUNCH AN INDEX OF CREDIT-DEFAULT SWAPS - WSJ
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