NETANYAHU BEFORE LEAVING WASHINGTON: IT WAS AN EXCELLENT CONVERSATION. OF COURSE, WE ALSO TOUCHED ON GAZA, THE BROADER REGION, AND OTHER GENERAL MATTERS. IN ANY CASE, THIS WAS ANOTHER DISCUSSION WITH A GREAT FRIEND OF THE STATE OF ISRAEL — A PRESIDENT LIKE NO OTHER"
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GOLDMAN SACHS PRICED EUR7 BLN DEBT OFFERING IN 4 PARTS: EUR1.25 BLN 3Y FRN || EUR1.75 BLN 3Y VAR AT +55 || EUR2 BLN 7.5Y VAR AT +95 || EUR2 BLN 13Y VAR AT +125
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ELI LILLY GETS CLEARANCE FOR VENTYX ACQUISITION - FTC
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ISRAEL'S NETANYAHU SAYS CONDITIONS CREATED BY TRUMP MAY CREATE CIRCUMSTANCES FOR ACHIEVING A GOOD DEAL WITH IRAN
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NETANYAHU SAYS I EXPRESSED GENERAL SKEPTICISM ABOUT THE QUALITY OF ANY AGREEMENT WITH IRAN
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NETANYAHU SAYS IT IS NOT ONLY ABOUT IRAN'S NUCLEAR ISSUE; IT IS ALSO ABOUT BALLISTIC MISSILES AND ABOUT IRAN’S PROXIES
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US 30-YR FIXED RATE MORTGAGE AVERAGES 6.09 PCT IN FEB 12 WEEK VS 6.11 PCT PRIOR WEEK - FREDDIE MAC
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WRIGHT: SEES TREMENDOUS US-VENEZUELA COOPERATION
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WRIGHT: 'SKY IS THE LIMIT' FOR US-VENEZUELA COOPERATION
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L’Oreal Q425 Earnings:

L'Oreal Q4 Like-for-Like Sales +6%, Est. +6.46%  

FY Oper Profit EUR8.89B, Est. EUR8.94B 

Q4 Sales EUR11.25B, Est. EUR11.34B 

Q4 Consumer Products LFL Sales +4.8%, Est. +4.84% 

Q4 Derm. Beauty LFL Sales +11.5%, Est. +5.78%
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L’Oreal Q425 Earnings:

Q4 North America Comp Sales +8.6%, Est. +7.51% 

Q4 North Asia Comp Sales +0.6%, Est. +5.44% 

Q4 L'Oreal Luxe LFL Sales +4.5%, Est. +7.82% 

FY Div/Shr EUR7.20, Est. EUR7.19
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BITCOIN CRASH BATTERS EL SALVADOR, IMPERILS IMF DEAL

Bitcoin’s plunge has slashed the value of El Salvador’s holdings by roughly $300 million, exposing the risks of President Bukele’s crypto bet and shaking the country’s debt markets.

Despite the losses, Bukele keeps buying
(@FirstSquaw)

CBOE VOLATILITY INDEX AT ALMOST ONE-WEEK HIGH; LAST UP 2.48 POINTS AT 20.05
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L’OREAL Q4 RESULTS SUMMARY

• Q4 LIKE-FOR-LIKE SALES +6% (VS +6.46% EST.)

• Q4 SALES €11.25B (VS €11.34B EST.)

• FY OPERATING PROFIT €8.89B (VS €8.94B EST.)

• FY DIVIDEND PER SHARE €7.20 (VS €7.19 EST.)

SEGMENT PERFORMANCE (Q4 LFL):

• CONSUMER PRODUCTS +4.8% (IN
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FORD PRICES €1.5B TWO-TRANCHE DEBT DEAL: €750M 3Y AT +100 BPS AND €750M 7Y AT +148 BPS
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NATO’S MARK RUTTE: ALLIES ANNOUNCED HUNDREDS OF MILLIONS OF EUROS IN SUPPORT FOR PURL
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GERMAN DEFMIN PISTORIUS: €11.5B EARMARKED FOR UKRAINE SUPPORT IN 2026; GERMANY TO PROVIDE 5 ADDITIONAL INTERCEPTOR MISSILES IF PARTNERS COMMIT A TOTAL OF 30
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UK DEFENCE MINISTER HEALEY: PLEDGES TOTALLING $35 BLN OF MILITARY AID FOR UKRAINE HAVE BEEN MADE
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GERMAN DEFENCE MINISTER CHRISTIAN PISTORIUS ANNOUNCED THAT GERMANY WILL CONTRIBUTE TO A MULTINATIONAL PROJECT AIMED AT PROTECTING METROPOLITAN AREAS IN UKRAINE, AND WILL DELIVER 5 ADDITIONAL INTERCEPTOR MISSILES PROVIDED THAT OTHER COUNTRIES DONATE A COMBINED TOTAL OF 30
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PISTORIUS STRESSED THAT THE FCAS (FUTURE COMBAT AIR SYSTEM) FIGHTER JET PROGRAMME HAS NOT FAILED YET, AND EVEN IF IT DID, IT WOULD NOT SIGNAL THE END OF FRANCE-GERMAN COOPERATION IN DEFENCE INDUSTRY PROJECTS, EMPHASIZING THE CONTINUED STRATEGIC PARTNERSHIP BETWEEN THE TWO NATIONS
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BANGLADESH ELECTION: JAMAAT-E-ISLAMI CHIEF SAYS PARTY WILL NOT OPPOSE FOR THE SAKE OF OPPOSING AS BNP POISED TO SECURE MAJORITY
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