EXPLOSIONS HEARD IN IRAN'S AHVAZ, ORIGIN UNKNOWN - IRAN'S MEHR NEWS AGENCY
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TRUMP: BETTER TO PAUSE RATES THAN RAISE THEM; EXPECTS INFLATION TO BE LOWER BY YEAR-END; OIL PRICE WILL YO-YO FOR A WHILE; WISHES TARIFFS COULD BE DEPLOYED FASTER
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THREE EXPLOSIONS REPORTED IN IRAN'S CHABAHAR - MEHR
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TRUMP: ANNOUNCING NEARLY $10B IN DEFENCE INDUSTRY INVESTMENTS
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TRUMP ON IRAN: WILL DETERMINE WHETHER TO SETTLE OR FINISH IT OFF
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TRUMP ON DEFENCE: ADDITIONAL SPENDING ON DEFENCE PRODUCTION REQUIRED
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AN EXPLOSION WAS HEARD IN RASAK. - IRAN'S MEHR NEWS
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ARAB SOURCES REPORT THAT EXPLOSIONS WERE HEARD NEAR THE AMERICAN BASE IN SHEIKH ISA, BAHRAIN - FARS NEWS.
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NASDAQ UNOFFICIALLY CLOSES UP 160.27 POINTS OR 0.61% AT 26,267.28
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S&P 500 UNOFFICIALLY CLOSES UP 28.72 POINTS OR 0.38% AT 7,572.31
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DOW JONES UNOFFICIALLY CLOSES UP 146.97 POINTS OR 0.28% AT 52,655.24
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UNITED AIRLINES Q2: REVENUE $17.70B (EST $17.62B); NET INCOME $805 MLN; EPS $2.46; ADJ EPS $1.99 (EST $1.88); FY ADJ EPS OUTLOOK $9-$11; Q3 ADJ EPS OUTLOOK $2.50-$3.50
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UNITED AIRLINES WARNED THAT HIGHER JET FUEL PRICES COULD ADD NEARLY $6 BILLION TO ITS 2026 FUEL COSTS, BUT EXPECTS TO RECOVER MOST OF THE IMPACT THROUGH PRICING BY YEAR-END.

THE AIRLINE INTRODUCED A NEW FUEL-BASED GUIDANCE POLICY, MAINTAINED STRONG LIQUIDITY OF $19.6 BILLION, AND EXPECTS REVENUE GROWTH TO IMPROVE IN BOTH Q3 AND Q4 2026.
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GE AEROSPACE AND UK EXPORT FINANCE LAUNCH NEW FINANCING SOLUTION FOR REGIONAL UK SHOP VISITS; UK EXPORT FINANCE TO SUPPORT $1B IN FINANCING OVER NEXT FIVE YEARS - SOURCES
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TRUMP: WILL PURCHASE SHIPS MANUFACTURED OUTSIDE THE REGION; EXPECTS OIL TO REACH $55/BBL WHEN IRAN SETTLES DOWN
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TRUMP: GENERAL DYNAMICS IS MOVING TOO SLOWLY; U.S. NEEDS TO PRODUCE SUBMARINES FASTER
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TRX GOLD Q3: REVENUE $32.9 MLN; GROSS PROFIT $19.5 MLN; GROSS MARGIN 59%; ADJ EBITDA $26.8 MLN; OPERATING CASH FLOW $8.8 MLN
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STOCKS, BONDS GAIN AS SOFT INFLATION EASES FED HIKE CONCERNS

• U.S. STOCKS AND TREASURIES ROSE AFTER SOFTER-THAN-EXPECTED PPI DATA REDUCED EXPECTATIONS OF NEAR-TERM FED RATE HIKES

• CORE PPI ROSE 4.7% YoY, BELOW FORECASTS, AS LOWER ENERGY COSTS HELPED CONTAIN INFLATION PRESSURES

• MONEY MARKETS CONTINUED TO PRICE IN ONE FED RATE HIKE THIS YEAR, BUT NOT BEFORE DECEMBER

• THE S&P 500 ROSE 0.4% FOR A SECOND STRAIGHT SESSION, WHILE CHIPMAKER SHARES FELL 2.1% AMID AI SECTOR PRESSURE

• FED CHAIR KEVIN WARSH SAID PRESIDENT TRUMP HAS NOT ATTEMPTED TO INFLUENCE MONETARY POLICY AND REAFFIRMED THE FED'S INDEPENDENCE

• THE FED'S BEIGE BOOK SHOWED U.S. ECONOMIC ACTIVITY EXPANDED AT A SLIGHT TO MODERATE PACE, WITH MODEST PRICE INCREASES LINKED TO THE MIDDLE EAST CONFLICT AND TARIFFS

• OIL PRICES REMAINED ELEVATED, WITH WTI RISING TO ABOVE $80 A BARREL, AS THE U.S.-IRAN CONFLICT CONTINUED TO THREATEN SHIPPING THROUGH THE STRAIT OF HORMUZ

• CORPORATE HIGHLIGHTS INCLUDED APPLE RECEIVING APPROVAL FOR APPLE INTELLIGENCE IN CHINA, ANTHROPIC PREPARING FOR A POTENTIAL IPO, BLACKROCK REACHING A RECORD $15.3 TRILLION IN ASSETS, AND PAYPAL REVIEWING STRATEGIC OPTIONS AMID REPORTED TAKEOVER INTEREST
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TURKISH PRESIDENT ERDOGAN: TURKEY WILL CONTINUE TO SUPPORT THE OPPRESSED FROM GAZA TO LEBANON, SOMALIA TO SYRIA AND BEYOND; STATES THE WORLD'S EYES ARE ON TURKEY TODAY AS BEIRUT, DAMASCUS, ALEPPO AND OTHERS WATCH; DECLARES THE OPPRESSED FROM THE MIDDLE EAST TO THE BALKANS AND AFRICA LOOK TO TURKEY WITH GREAT HOPE
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U.S. JD VANCE: UNLESS YOUNG AMERICANS ARE ALLOWED TO OWN SOMETHING, SOCIALISM IS THE INEVITABLE OUTCOME - JOE ROGAN EXPERIENCE
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U.S. JD VANCE: EXTRATERRESTRIAL LIFE AND ANGELS AND DEMONS COULD BE TWO ENTIRELY SEPARATE PHENOMENA THAT BOTH EXIST - JOE ROGAN EXPERIENCE
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