First Squawk
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BOE'S MANN SAYS CORE INFLATION NOT QUITE AS GOOD AS HOPED
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BOE'S MANN: INFLATION NEWS 'NOT QUITE AS GOOD ON SERVICES'
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BOE'S MANN: FALL IN GOODS INFLATION BETTER THAN I'D HOPED FOR
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BOE'S MANN: 2% INFLATION LIKELY IN NEXT THREE OR FOUR MONTHS
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PRIVATE CREDIT IS FLASHING A WARNING SIGN NOT SEEN SINCE THE GREAT FINANCIAL CRISIS:

BLUE OWL CAPITAL HAS PERMANENTLY HALTED INVESTOR REDEMPTIONS AT ITS RETAIL PRIVATE CREDIT FUND, OBDC II, REVERSING ITS EARLIER PLAN TO REOPEN WITHDRAWALS.
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CHINA’S HOLDINGS OF U.S. TREASURIES DECLINED TO $682.6 BILLION, THE LOWEST LEVEL SINCE THE GLOBAL FINANCIAL CRISIS.
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BOE'S MANN: FOOD INFLATION KEY FACTOR IN MY DECISION MAKING
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ECB'S GUINDOS SAYS LAGARDE IS TOTALLY FOCUSED ON HER JOB
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WALMART Q4 2026 EARNINGS

- EPS 74C (EST 73C)

- REV USD 190.66B (EST USD 190.58B)

- NET SALES AT CONSTANT FX +3.5% TO +4.5%

- SAM'S CLUB US COMP SALES EX-GAS +4% (EST +4.4%)
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WALMART Q4 2026 EARNINGS

- WALMART-ONLY US STORES COMP SALES EX-GAS +4.6%)

- SEES Q1 ADJ EPS 63C TO 65C (EST 69C)

- SEES 2027 NET SALES AT CONSTANT FX +3.5% TO +4.5%

- SEES 2027 ADJ EPS USD 2.75 TO USD 2.85 (EST USD 2.97)

- ANNOUNCES NEW USD 30B SHARE BUYBACK PLAN
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BOE'S MANN SAYS PEOPLE SCARRED BY HIGH AND VARIABLE INFLATION
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USDA OUTLOOK CORN END STOCKS 2026: 1837M (EST 2000M; PREV 1965M) || OUTLOOK SOYBEAN END STOCKS: 355M (EST 357M; PREV 320M) || OUTLOOK WHEAT END STOCKS: 933M (EST 865M; PREV 826M) || OUTLOOK COTTEN END STOCKS: 4.2M (EST 4M; PREV 4.8M)
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RIO TINTO SPOTLIGHTS GROWTH PLANS AFTER FAILED GLENCORE MEGADEAL TALKS - WSJ
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EUR/USD DROPS 0.1% TO 1.1772; 55-DMA SUPPORT COMES AT 1.1763
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ECB'S DEMARCO SAYS `NOT END OF WORLD' IF EURO REACHES $1.20-$1.25
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TRUMP: ONLY WANT AMERICANS TO VOTE IN AMERICAN ELECTIONS!
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SOUTHERN CO Q4 2025 EARNINGS: ADJ EPS 55C (EST 58C) || OPER REV. USD 7.08 (EST USD 5.98B)
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SOUTHERN'S CUSTOMERS INCLUDE META, MICROSOFT, GOOGLE, COMPASS || INCREASES LARGE LOAD CONTRACTS BY 2 GW FROM Q3 || HAS 10 GW OF CONTRACTED LARGE LOAD CUSTOMERS
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BOEING - FEDERAL AVIATION ADMINISTRATION (FAA) & EUROPEAN UNION AVIATION SAFETY AGENCY (EASA) APPROVE SIMULATOR DEVICES FOR AIRLINE PILOT TRAINING
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AT LEAST 10 PEOPLE HAVE BEEN INJURED IN EXPLOSION IN SANTIAGO CHILE - LOCAL RADIO
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SENATE DEMOCRATS THREATEN PARAMOUNT-WARNER PROBE - SEMAFOR
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