FED’S HAMMACK SAYS IT’S IMPORTANT TO REACH 2% INFLATION BEFORE CHANGING RATES AGAIN.
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FED’S HAMMACK: HARD TO SEE DOMESTIC BENEFIT OF STABLECOINS; TOO SOON TO ASSESS ECONOMIC IMPACT OF AI.
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FED’S HAMMACK SAYS SHE IS OPTIMISTIC STABLECOINS WILL NOT COMPETE WITH BANK DEPOSITS.
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FED’S LOGAN: REAL FED FUNDS RATE NOW SITS SQUARELY WITHIN ESTIMATED NEUTRAL RANGE; ECONOMIC ACTIVITY HAS REBOUNDED STRONGLY, LABOR MARKET STABILIZING, DOWNSIDE RISKS HAVE DISSIPATED.
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FED’S LOGAN: INFLATION HAS REMAINED ABOVE 2% TARGET FOR NEARLY 5 YEARS; CAUTIOUSLY OPTIMISTIC CURRENT POLICY STANCE WILL HELP SLOW INFLATION TOWARD 2%, BUT NOT FULLY CONFIDENT IT WILL RETURN COMPLETELY THIS YEAR; TENTATIVE SIGNS OF PROGRESS ALREADY SEEN.
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FED’S LOGAN: LAST YEAR’S RATE CUTS PROVIDED INSURANCE AGAINST LABOR MARKET COOLING; ADDITIONAL RATE MOVES DEPEND ON FUTURE ECONOMIC DATA—IF LABOR MARKET COOLS FURTHER, CUTTING RATES COULD BE APPROPRIATE; OTHERWISE, NO FURTHER RATE CHANGES EXPECTED; CURRENT POLICY NEAR NEUTRAL,
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VENEZUELA’S AMUAY REFINERY RESTARTS BASIC OPERATIONS AFTER POWER BLACKOUT, SOURCES SAY.
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US 3-YEAR NOTE AUCTION RESULTS: HIGH YIELD: 3.518% (STOPPED THROUGH BY 0.1 BPS) || BID-TO-COVER RATIO: 2.62 || OFFERED AMOUNT: $58 BILLION || AWARDED AT HIGH YIELD: 45.28% OF BIDS || BREAKDOWN BY BIDDER TYPE: PRIMARY DEALERS: 10.94% - DIRECT BIDDERS: 31.92% - INDIRECT BIDDERS:
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TRUMP SAYS HE MIGHT SEND A SECOND AIRCRAFT CARRIER TO THE MIDDLE EAST IF TALKS FAIL – AXIOS.
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TRUMP EXPECTS SECOND ROUND OF U.S.–IRAN TALKS NEXT WEEK, AXIOS REPORTS.
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AXIOS REPORTER ON X: TRUMP SAID IN A TUESDAY INTERVIEW THAT HE’S WEIGHING SENDING A SECOND AIRCRAFT CARRIER STRIKE GROUP TO THE MIDDLE EAST AS A CONTINGENCY IF TALKS WITH IRAN DON’T SUCCEED.
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TRUMP TO ISRAEL'S CHANNEL 12 ON IRAN: EITHER WE REACH A DEAL, OR WE'LL HAVE TO DO SOMETHING VERY TOUGH.
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FED'S LOGAN: TREASURY CASH-FUTURES BASIS GROWTH NOTED; FED REMAINS FOCUSED ON DATA, NOT SHORT-TERM POLITICS, TO PRESERVE MONETARY POLICY INDEPENDENCE.
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FED’S HAMMACK: INTEREST RATES COULD REMAIN ON HOLD FOR EXTENDED PERIOD WHILE ECONOMIC DATA IS ASSESSED; FLEXIBILITY WILL BE MAINTAINED TO RAISE RATES IF NEEDED.
(@FirstSquaw)

FED’S LOGAN WARNED THAT DELAYED PRODUCTIVITY GAINS FROM AI COULD WORSEN ECONOMIC OVERHEATING, WHILE NOTING THAT THE POWER DEMAND FROM AI DATA CENTER CONSTRUCTION IS SIGNIFICANT BUT NOT AS EXTREME AS EXPECTED.
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WHITE HOUSE PRESS SECRETARY KAROLINE LEAVITT SAYS A COAL EVENT IS SCHEDULED FOR WEDNESDAY.
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WHITE HOUSE TO FORMALIZE DEREGULATORY MOVE OVERTURNING OBAMA-ERA LEGAL BASIS FOR FEDERAL GREENHOUSE GAS RULES.
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WHITE HOUSE PRESS SECRETARY SAYS TRUMP WILL TRAVEL TO NORTH CAROLINA ON FRIDAY.
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ABU DHABI’S MGX NEAR INVESTMENT IN ANTHROPIC FUNDRAISE.
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SAKS GLOBAL PLANS TO FOCUS SAKS FIFTH AVENUE AND NEIMAN MARCUS STORES ON PROFITABLE, HIGH-GROWTH LOCATIONS TO BOOST SUSTAINABLE GROWTH, WHILE BERGDORF GOODMAN’S STORE FOOTPRINT REMAINS UNCHANGED.
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WHITE HOUSE SAYS THERE IS NO POLICY CHANGE FOLLOWING VANCE’S ARMENIA COMMENTS.
(@FirstSquaw)