WARSH: CONTAINING INFLATION WOULD BE CONSISTENT WITH LOWER LONG-TERM TREASURY YIELDS, MORE AFFORDABLE MORTGAGES
(@WalterBloomberg)

WARSH: WE ARE NOT AFRAID OF PRODUCTIVITY-LED GROWTH
(@WalterBloomberg)

WARSH: ASKED WHAT HE WOULD DO IF TRUMP TRIED TO INTERFERE WITH THE FED, SAYS HE WOULD CONTINUE TO DO HIS JOB
(@WalterBloomberg)

$NVDA

US OFFICIAL SAYS SHIPMENTS OF H200 CHIPS TO CHINA HAVE BEGUN
(@WalterBloomberg)

NVIDIA H200 CHIP SHIPMENTS TO CHINA HAVE BEGUN

A senior U.S. official confirmed that shipments of Nvidia’s H200 AI chips to China and Hong Kong have started.

However, the number delivered remains “very few.”

The U.S. Commerce Department had previously cleared around 10 Chinese firms to purchase Nvidia’s second-most powerful AI chip.
(@WalterBloomberg)

DOLLAR WEAKENS AS U.S. INFLATION COOLS

The U.S. dollar fell after June inflation slowed more than expected, reducing expectations for near-term Federal Reserve rate hikes.

However, escalating U.S.-Iran tensions are pushing oil prices higher, potentially reviving inflation concerns.

The euro and pound gained, while the Japanese yen remained near 40-year lows.
(@WalterBloomberg)

WARSH: WANT TO BE IN A POSITION WE AREN'T BAILING OUT ANYONE INCLUDING CRYPTO
(@WalterBloomberg)

WARSH: WE DO NOT WANT TO BE IN THE BAILOUT BUSINESS
(@WalterBloomberg)

TRUMP ANNOUNCES FULL BLOCKADE ON IRANIAN SHIPPING

President Trump says the Strait of Hormuz will remain open to all shipping except vessels linked to Iran.

A full blockade will target ships traveling to or from Iranian ports or carrying Iranian cargo.

Trump also proposed replacing the 20% U.S. reimbursement fee with Gulf trade and investment agreements.
(@WalterBloomberg)

TRUMP TO REPLACE 20% HORMUZ CARGO FEE WITH TRADE DEALS
(@WalterBloomberg)

TRUMP ANNOUNCES IRAN SHIPPING BLOCKADE

President Donald Trump says the Strait of Hormuz is open to all vessels except those linked to Iran.

Ships traveling to or from Iranian ports, or carrying Iranian cargo, will face a full blockade.

Trump also announced plans to replace the 20% U.S. reimbursement fee with major Gulf trade and investment agreements.

He praised the U.S. military, said oil flows had surged, and repeated that Iran would never obtain a nuclear weapon.
(@WalterBloomberg)

OMAN'S MARITIME SECURITY CENTRE SAYS ALL 18 MEMBERS OF OIL TANKER AL BAHYAH TARGETED NEAR OMAN EVACUATED WHILE THREE REMAIN MISSING
(@WalterBloomberg)

OIL FUTURES PARE GAINS, U.S. CRUDE TURNS NEGATIVE AFTER US PRESIDENT TRUMP SAYS STRAIT OF HORMUZ OPEN TO ALL SHIP TRAFFIC EXCEPT FOR IRAN
(@WalterBloomberg)

ICE SUSPENDS VEHICLE STOPS FOR US IMMIGRATION ENFORCEMENT
(@WalterBloomberg)

CUBA'S NATIONAL ELECTRIC GRID COLLAPSES, SAYS CUBA'S STATE MEDIA
(@WalterBloomberg)

EXPLOSION SOUNDS HEARD IN IRAN'S QESHM ISLAND, CAUSE UNKNOWN
(@WalterBloomberg)

TRUMP: WE ARE THERE FOR IRAQ IF THEY NEED PROTECTION
(@WalterBloomberg)

TRUMP: WAS CALLED BY DIFFERENT COUNTRIES THAT SAID WE'D LIKE TO INVEST IN U.S. INSTEAD OF CHARGING FEE FOR STRAIT OF HORMUZ PASSAGE
(@WalterBloomberg)

TRUMP: GULF STATES ARE GOING TO INVEST IN U.S. AND I THINK THAT'S BETTER
(@WalterBloomberg)

TRUMP: I DON'T THINK ANYBODY SHOULD BE ABLE TO CHARGE A FEE FOR THE STRAIT
(@WalterBloomberg)

TRUMP: THEY SHOT FIRST, WAS BIG MISTAKE
(@WalterBloomberg)