U.S. EMBASSY IN IRAQ ISSUES ALERT ADVISING U.S. CITIZENS IN IRAQ TO MAINTAIN HIGH ALERT AND HEIGHTENED STATE OF READINESS FOLLOWING DRONE ATTACKS IN ERBIL - TASNIM NEWS
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FED'S LOGAN: ONE MONTH OF LOWER CPI INFLATION IS INSUFFICIENT; MODESTLY HIGHER INTEREST RATES WOULD BETTER BALANCE OUTLOOK AND RISKS
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FED'S LOGAN: INFLATION DOES NOT APPEAR TO BE HEADING SUSTAINABLY BACK TO 2% ON ITS OWN; SOME POLICY RESTRICTION NEEDED TO ACHIEVE TARGET
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FED'S LOGAN: AI INVESTMENT SURGE COULD TRIGGER NONLINEAR PRICE INCREASES; AI DEMAND EFFECTS ALREADY PRESENT WHILE PRODUCTIVITY BENEFITS MAY TAKE LONGER TO MATERIALISE
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FED'S LOGAN: LABOUR MARKET IS WELL BALANCED AND EVEN STRENGTHENING; DOWNSIDE EMPLOYMENT RISKS HAVE FADED WHILE INFLATION RISKS ARE MAINLY TO THE UPSIDE
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FED'S SCHMID: RECENT INFLATION DATA ENCOURAGING BUT TOO EARLY TO PLACE TOO MUCH WEIGHT ON IT; LABOUR MARKET APPEARS ROUGHLY STABLE
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FED'S SCHMID: FOCUSED ON INFLATION WHEN SETTING MONETARY POLICY; ACCOUNTABILITY REQUIRES FED TO EXPLAIN DECISION PROCESS, INCREASE TRANSPARENCY AND ENABLE OPEN CRITICISM
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FED'S SCHMID: INFLATION IS PROVING PERSISTENT ACROSS A BROAD RANGE OF GOODS AND SERVICES AND REMAINS CONCERNING; DISAGREES WITH FED'S APPROACH TO LOOK THROUGH SOME PRICE RISES AS INFLATION SHOCKS ARE NOT INHERENTLY TEMPORARY
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WHITE HOUSE: IRAN CONTINUES TO ENGAGE U.S. IN TALKS AND WANTS TO MAKE A DEAL
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WHITE HOUSE: RECENT STRIKES CARRIED OUT DUE TO IRAN VIOLATING MEMORANDUM OF UNDERSTANDING
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FED'S LOGAN SAID DATA CENTER-DRIVEN ELECTRICITY DEMAND IS LIKELY TO ADD MODEST INFLATIONARY PRESSURES, WHILE HIGH OIL PRICES MAY NOT LEAD TO A SIGNIFICANT INCREASE IN U.S. PRODUCTION DUE TO INFRASTRUCTURE CONSTRAINTS SUCH AS LIMITED GAS TAKEAWAY CAPACITY.
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LOGAN ALSO NOTED THAT RECENT GROWTH IN U.S. OIL EXPORTS HAS BEEN DRIVEN PRIMARILY BY INVENTORY DRAWDOWNS RATHER THAN NEW PRODUCTION, SUGGESTING SUPPLY EXPANSION REMAINS LIMITED DESPITE ELEVATED CRUDE PRICES.
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WHITE HOUSE PRESS SECRETARY LEAVITT: IRAN TO FEATURE IN TRUMP'S SPEECH TONIGHT
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WHITE HOUSE PRESS SECRETARY LEAVITT: U.S. ACTIONS HAVE LED TO A RATHER STABLE OIL MARKET
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FED'S LOGAN: CONCERNED ABOUT LABOUR FORCE IN TEXAS DUE TO IMMIGRATION RESTRICTIONS; AI INVESTMENT DEMAND IS BIG, REAL AND HAS NEAR-TERM INFLATIONARY EFFECTS; VERY OPTIMISTIC ON LONG-TERM PRODUCTIVITY GAINS FROM AI
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JORDAN'S FOREIGN MINISTER SAFADI: U.S. HAS NO BASES IN JORDAN BUT U.S. SOLDIERS ARE PRESENT AS PART OF BILATERAL MILITARY COOPERATION - FARS NEWS
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ARDIAN SHAREHOLDERS ACM AND WAFRA EXPAND STAKES THROUGH NEW INVESTMENT; EXISTING SHAREHOLDER AXA SELLS DOWN HOLDING BUT WILL CONTINUE LONG-TERM PARTNERSHIP AS LP
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AXA TO SELL ENTIRE 10% STAKE IN ARDIAN; ACM STAKE TO RISE TO 23% WHILE WAFRA INVESTS ADDITIONAL CAPITAL; ARDIAN EMPLOYEES REMAIN LARGEST SHAREHOLDER GROUP AT ~40%; AXA TO CONTINUE AS PRINCIPAL FUND INVESTOR; TRANSACTION EXPECTED TO COMPLETE BETWEEN LATE 2026 AND EARLY 2027
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DASSAULT SYSTÈMES IN TALKS TO ACQUIRE DRUG TRIAL SOFTWARE COMPANY FOR APPROXIMATELY $2BN - FT
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U.S. CENTCOM: FORCES BEGAN CONDUCTING NEW WAVE OF STRIKES AGAINST IRAN AT 2PM ET FOR FIFTH CONSECUTIVE NIGHT TO FURTHER DEGRADE IRANIAN MILITARY CAPABILITIES
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THREE EXPLOSIONS HEARD IN WESTERN BANDAR ABBAS - IRIB
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