YELLEN: TRUMP TARIFFS TO HAVE 'TREMENDOUSLY ADVERSE' IMPACT: FT

YELLEN SAYS US RECESSION 'ODDS HAVE GONE WAY UP': FT
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ELI LILLY SHARES UP 2% AHEAD OF Q1 RESULTS
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UKRAINE'S FOREIGN MINISTER SAYS THE DEAL MARKS AN IMPORTANT MILESTONE IN PARTNERSHIP WITH U.S.
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LINDE Q1 25 EARNINGS: ADJ EPS $3.95 (EST $3.92) || SALES $8.11B (EST $8.24B) || SEES Q2 ADJ EPS $3.95 TO $4.05 || SEES FY ADJ EPS $16.20 TO $16.50, SAW $16.15 TO $16.55
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CITIGROUP HIRES ROBERT LIGHTHIZER, TRUMP’S FORMER TRADE CZAR - WSJ
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ESTEE LAUDER Q1 25 EARNINGS: ADJ EPS $0.65 (EST $0.31) || REV $3.55B (EST $3.52B) || SEES FY ADJ EPS $1.33 TO $1.58, SAW $2.78 TO $2.98 || SEES FY NET SALES -8% TO -9%, SAW -1% TO +2% || SEES FY ORGANIC NET SALES -8% TO -9%, SAW -1% TO +2%
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PUTIN HELD PHONE CALL WITH UAE PRESIDENT: IFX
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MORGAN STANLEY PLANS TO OFFER CRYPTO TRADING TO E*TRADE CLIENTS
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BYD APRIL PASSENGER VEHICLE SALES 372,615 UNITS VS 371,419 M/M
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MODERNA Q1 25 EARNINGS:ADJ EPS $-2.52, $3.07 Y/Y || REV $108 (EST $110.31M) || STILL SEES FY REV $1.5B TO $2.5B (EST $2.13B) || SEES FY R&D EXPENSES ABOUT $4.1B (EST $4.09B) || REDUCTION OF $1.4B TO $1.7B IN OPERATING COSTS BY 2027
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GM CUTS OUTLOOK; SAYS TARIFF EXPOSURE CURRENTLY UP TO $5B
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CVS HEALTH Q1 25 EARNINGS: ADJ EPS $2.25 (EST $1.69) || REV $94.59B (ET $93.58B) || COMP SALES +14.2% (EST +9.04%) || SEES FY ADJ EPS $6 TO $6.20, SAW $5.75 TO $6 (EST $5.91) || SEES FY CASH FLOW FROM OPS $7B, SAW $6.5B (EST $7.63B) || SEES FY EPS $4.23 TO $4.43, SAW $4.58 TO $4.83 || CVS CAREMARK PARTNERS WITH NOVO TO INCREASE USE OF WEGOVY
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ELI LILLY Q1 25 EARNINGS: ADJ EPS $3.34 (EST $3.10) || REV $12.73B (EST $12.67B) || ZEPBOUND REV $2.31B (EST $2.3B) || SEES FY ADJ EPS $20.78 TO $22.28, SAW $22.50 TO $24 || STILL SEES FY REV. $58.0B TO $61.0B (EST $59.66B) || GUIDANCE BASED ON EXISTING TARIFF & TRADE ENVIRONMENT
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MCDONALD'S Q1 REVENUE USD 5,956 MILLION VS. ESTIMATE USD 6,093 MILLION || Q1 EPS USD 2.6 || Q1 OPERATING INCOME USD 2,648 MILLION

MCDONALD'S Q1 NET INCOME USD 1,868 MILLION || Q1 ADJUSTED EPS USD 2.67 VS ESTIMATE USD 2.66
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MCDONALD'S SHARES DOWN 1.7% PREMARKET AFTER SURPRISE FALL IN Q1 GLOBAL COMPARABLE SALES
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MCDONALDS Q1 2025 EARNINGS REV $5.96B (EST $6.12B) - ADJ EPS $2.67 (EST $2.68) ||COMP SALES -1% (EST +0.51%) || US COMP SALES -3.6% (EST -0.98%)
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UK RATE FUTURES PRICE IN 100 BPS OF BANK OF ENGLAND RATE CUTS OVER REST OF 2025 VS 94 BPS ON WEDNESDAY
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BESSENT: CAN USE UKRAINE DEAL TO SHOW RUSSIAN LEADERSHIP THAT THERE IS NO DAYLIGHT BETWEEN UKRAINE, U.S. GOALS -FOX BUSINESS NETWORK INTERVIEW
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BESSENT: U.S.-UKRAINE PARTNERSHIP WILL ACCELERATE UKRAINE'S ECONOMY -FOX BUSINESS NETWORK INTERVIEW
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U.S TREASURY SEC BESSENT SAYS US, UKRAINE DEAL SHOWS NO DAYLIGHT BETWEEN US, UKRAINE - FOX BUSINESS

BESSENT: CAN USE UKRAINE DEAL TO SHOW RUSSIAN LEADERSHIP THAT THERE IS NO DAYLIGHT BETWEEN UKRAINE, U.S. GOALS -FOX BUSINESS NETWORK INTERVIEW

BESSENT: U.S.-UKRAINE PARTNERSHIP WILL ACCELERATE UKRAINE'S ECONOMY -FOX BUSINESS NETWORK INTERVIEW

BESSENT: DEAL WILL ALLOW TRUMP TO NEGOTIATE WITH RUSSIA ON A STRONGER BASIS
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