UKMTO: COMMERCIAL TRAFFIC THROUGH STRAIT OF HORMUZ REMAINS AT REDUCED LEVELS
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UKMTO: TANKER TRANSITS THROUGH STRAIT OF HORMUZ REMAIN IN SINGLE DIGITS IN BOTH DIRECTIONS
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UKMTO: IRGC CONTINUES HARASSING AND SURVEILLING MERCHANT SHIPPING DESPITE NO CONFIRMED ATTACKS IN LATEST REPORTING PERIOD
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FITCH RATINGS’ U.S. PRIVATE CREDIT DEFAULT RATE REMAINS AT RECORD HIGH IN JULY 2026 - FITCH
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CANADIAN MINISTER IN CHARGE OF U.S. BILATERAL TRADE WILL MEET U.S. TRADE REPRESENTATIVE GREER ON THURSDAY AFTERNOON - OFFICIAL STATEMENT
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BARKIN SAYS IT'S CHALLENGING TO DETERMINE IF POLICY IS RESTRICTIVE DUE TO ERRORS IN MODELS.
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BARKIN SAYS THAT SLOWING HEADLINE INFLATION WILL HELP MAINTAIN EXPECTATIONS.
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BARKIN IS DEBATING WHETHER TO FOCUS ON INFLATION BEING ABOVE TARGET FOR OVER 5 YEARS OR ON RECENT INCREASES FOLLOWED BY SLOWING.
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BARKIN STATED THAT COMPANIES TYPICALLY PREFER NOT TO LAY OFF WORKERS AND WOULD RATHER STEER CLEAR OF IT, EVEN AS THEY EXERCISE CAUTION ABOUT HIRING.
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BARKIN BELIEVES THAT HELPING PEOPLE UNDERSTAND MARKET REACTIONS CAN BENEFIT MARKETS; HOWEVER, TOO MUCH GUIDANCE CAN CREATE LIMITATIONS.
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BARKIN SAYS TO BE CONCERNED ABOUT THE DURATION OF CONSUMER SPENDING, PARTICULARLY AT THE LOWER INCOME LEVELS.
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BARKIN SAYS THE LABOR MARKET MAY NOT BE AS STRONG AS INDICATED BY DATA AND SHOULD BE VIEWED AS VULNERABLE.
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BARKIN SAYS THE FED IS NOT CURRENTLY PROVIDING FORWARD GUIDANCE.
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BARKIN SAYS AI'S NET JOB IMPACT IS LESS OF A CONCERN THAN THE NECESSARY RELOCATION OF JOBS IT WILL CAUSE.
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BARKIN SAYS MANY AI APPLICATIONS ARE NOT YET ADVANCED ENOUGH TO SIGNIFICANTLY CUT JOBS.
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SANDISK CEO: COMMITTED TO MID TO HIGH TEENS VOLUME GROWTH - INVESTOR DAY || MARKET INTELLIGENCE HEAD SAYS FLASH MEMORY MARKET WILL GROW TO OVER $300 BLN IN 2026 TO NEARLY $500 BLN IN 2027
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SANDISK CEO: CFO: CO. EXPECTS TO COLLECT $93.9 BLN IN TOTAL CONTRACT VALUE FROM 8 CUSTOMERS OVER LIFE OF CONTRACTS || EXPECTS TO RETURN 100% OF EXCESS CASH TO SHAREHOLDERS
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SANDISK CEO: EXPECTS ADJ FREE CASH FLOW MARGIN AT 50% FY2028-FY2030 || TARGETS MID-TO-HIGH TEENS REVENUE GROWTH, 80% NON-GAAP GROSS MARGIN FY2028-FY2030
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HOUTHI-RUN SABA NEWS REPORTS THAT THE HOUSING GROUP ATTACKED AN ARAMCO REFINERY IN JIZAN, SAUDI ARABIA, USING TWO DRONES.
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AMD AIMS TO RAISE UP TO $5 BILLION THROUGH DEBT OFFERING.
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U.S. DEFENSE SECRETARY HEGSETH STATES THAT THE U.S. CAN MAINTAIN A BLOCKADE ON IRAN FOR AS LONG AS NECESSARY.
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