> TRUMP'S THURSDAY CALENDAR

🔸8:00 AM – EXECUTIVE TIME

🔸2:00 PM – MEETS WITH THE SPEAKER OF THE HOUSE

🔸3:30 PM – POLICY MEETING

🔸6:00 PM – TELE-RALLY

🔸7:00 PM – ROSE GARDEN DINNER WITH AMERICAN FARMERS

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> RUBIO: IRANIAN SYSTEM CONTINUES TO BE LED BY RADICAL CLERKS

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> RUBIO: TRUMP HAS MULTIPLE OPTIONS IF DOESN'T WORK OUT WITH IRAN

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> $SPCX - SPACEX BOND SALE SIGNALS MARKETS ARE IN ‘BUBBLE TERRITORY’, WARNS ALLIANZ CIO

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> BOFA: DEFENSIVES COULD SHINE IF AI HYPE FADES

BANK OF AMERICA STRATEGIST SEBASTIAN RAEDLER WARNS INVESTORS TO CONSIDER DEFENSIVE SECTORS LIKE CONSUMER STAPLES AND PHARMA IF AI SPENDING PROVES UNSUSTAINABLE. HE ARGUES AI PROFITABILITY MAY FALL AS CHEAPER MODELS EMERGE AND CUSTOMERS RESIST HIGHER PRICES. WHILE UPBEAT FORECASTS FROM MICRON AND QUALCOMM HAVE LIFTED SENTIMENT, RAEDLER SAYS BONDS AND DEFENSIVE STOCKS COULD OUTPERFORM IF THE AI TRADE WEAKENS.

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> SOCIETE GENERALE RAISES 2026 YEAR-END TARGET FOR S&P 500 INDEX TO 8,000 FROM 7,300

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> DOLLAR RISES TO NEAR 2-YEAR HIGH OF 161.93 YEN - LSEG

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> IRAN'S PARLIAMENT SPEAKER QALIBAF: AMERICA FALSELY CLAIMS OUR UNFROZEN ASSETS WILL BUY THEIR AGRICULTURE

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> INVESTOR CONFIDENCE SLUMPS AS RECESSION FEARS GROW

ONLY 25% OF AMERICANS BELIEVE NOW IS A GOOD TIME TO INVEST, DOWN FROM 34% LAST QUARTER, ACCORDING TO AN ALLIANZ SURVEY. HALF OF INVESTORS HAVE REDUCED PORTFOLIO RISK, WHILE 62% EXPECT A RECESSION AND 71% FEAR MARKET VOLATILITY WILL HURT THEIR FINANCES. GEN Z IS THE MOST CONCERNED, CITING JOB SECURITY AND WEAKER SAVINGS.

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> *US MAY PCE PRICE INDEX RISES 0.4% M/M; EST. +0.5%
*US MAY PCE PRICE INDEX RISES 4.1% Y/Y; EST. +4.1%

*US MAY CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US MAY CORE PCE PRICE INDEX RISES 3.4% Y/Y; EST. +3.4%

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> US JOBLESS CLAIMS -12K TO 215K IN JUN-20 WK; SURVEY 223K

US JUN-13 WEEK CONTINUING CLAIMS +21K TO 1,821,000

US JUN-13 WEEK JOBLESS CLAIMS REVISED TO 227K

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> *US MAY PERSONAL SPENDING FALLS 0.7% M/M; EST. +0.6%

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> U.S. ECONOMY GREW 2.1% IN THE FIRST QUARTER, TOPPING THE 1.6% FORECAST

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> US 1Q FINAL GDP +2.1% VS PRELIM GDP +1.6%

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> U.S. Q1 GDP REVISED HIGHER

THE U.S. ECONOMY GREW AT AN ANNUALIZED 2.1% IN THE FIRST QUARTER OF 2026, UP FROM THE PREVIOUS ESTIMATE OF 1.6%. THE UPWARD REVISION WAS MAINLY DRIVEN BY LOWER IMPORTS, PARTLY OFFSET BY WEAKER CONSUMER SPENDING.

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> 🇺🇸 US REVISES Q1 GDP GROWTH UP TO 2.1% FROM 1.6%.

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> $AAPL - APPLE RAISES PRICES OF IPADS, MACS IN RESPONSE TO INCREASES IN MEMORY CHIP COSTS

APPLE MACBOOK NEO STARTING PRICE WILL INCREASE FROM $599 TO $699

APPLE MACBOOK AIR WITH 512 GB OF MEMORY WILL INCREASE FROM $1,099 TO $1,299

APPLE MACBOOK PRO WITH 1 TB OF MEMORY WILL INCREASE FROM $1,699 TO $1,999

APPLE IPAD AIR 128 GB WILL INCREASE FROM $599 TO $749

APPLE IPAD PRO WIFI 256 GB WILL INCREASE FROM $999 TO $1,199

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> APPLE SAYS AI DATA CENTER BOOM HAS CAUSED UNPRECEDENTED DEMAND FOR MEMORY AND STORAGE, FORCING PRICE INCREASES - STATEMENT

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> $AAPL - APPLE SHARES DOWN 0.7% PREMARKET AFTER PRICE HIKES FOR IPADS AND MACS

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> $TSLA - TESLA ON BERLIN GIGAFACTORY: THE 20% INCREASE IN PRODUCTION ANNOUNCED IN APRIL IS NOW BEING ADJUSTED ONCE AGAIN

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> $TSLA - TESLA ON BERLIN GIGAFACTORY: FROM OCTOBER 2026, PRODUCTION IS SET TO RAMP UP TO A VOLUME OF 7,500 VEHICLES PER WEEK, REPRESENTING A FURTHER 20% INCREASE IN PRODUCTION

TESLA ON BERLIN PLANT: THE PLANNED INCREASE IN PRODUCTION WILL BE ACCOMPANIED BY THE RECRUITMENT OF A FURTHER 1,000 EMPLOYEES

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