BULLARD SAYS US DEBT REFLECTS A SPENDING PROBLEM
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*BULLARD: HAVE SPOKEN WITH BESSENT ABOUT FED CHAIR JOB
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$WMT - WALMART Q2 RESULTS
🔸 Adj. EPS: $0.68 (miss, est. $0.74)
🔸 Revenue: $177.4B (beat, est. $176.2B)
🔸 U.S. comp sales: +4.6%
Guidance
🔸 Q3 Adj. EPS: $0.58–0.60 (est. $0.57)
🔸 Q3 Net Sales Growth: 3.75–4.75% (cc)
🔸 FY2026 Net Sales Growth: 3.75–4.75%
🔸 FY2026 Adj. EPS: $2.52–2.62 (est. $2.62)
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🚨U.S., EU RELEASE JOINT STATEMENT LOCKING IN DETAILS OF TRADE DEAL REACHED LAST MONTH https://t.co/LSBiqms4FA
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$BA - *BOEING IS SAID IN TALKS TO SELL AS MANY AS 500 PLANES TO CHINA
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$TSLA - TESLA: THERE WAS A SMALL, LOCALLY CONTAINED FIRE OF SOME BATTERY CELLS IN GERMAN PLANT ON MONDAY AFTERNOON
TESLA: NO IMPACT ON PRODUCTION AT THE PLANT
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TRUMP’S POLICIES MAY WEAKEN DOLLAR, INSIGHT SAYS.
President Trump’s policies could reduce confidence in U.S. exceptionalism and limit capital inflows, weakening the dollar, Insight Investment’s Jill Hirzel writes. While “America First” uncertainty may pressure the currency, she cautions against heavy short bets given weak global growth, existing dollar shorts, and still-high real rates. The DXY index is flat at 98.23.
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RUSSIA'S LAVROV: UKRAINE'S POSITION INDICATES THAT KYIV WANTS TO UNDERMINE TRUMP'S EFFORTS TO RESOLVE CONFLICT
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ITALIAN POLICE ARREST UKRAINIAN MAN OVER ATTACK ON NORD STREAM PIPELINES, SPIEGEL MAGAZINE REPORTS
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KANYE WEST LAUNCHES “YZY” MEME COIN ON SOLANA: TWEET
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GABBARD TO SLASH DIRECTOR OF NATIONAL INTELLIGENCE STAFF BY NEARLY 50% - ABC NEWS
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OPENAI CEO SAM ALTMAN CONCEDES GPT-5 WAS A MISFIRE, BETS ON GPT-6
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*FED: SEVERAL FLAGGED RISK OF INFLATION EXPECTATIONS UNANCHORING
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*FED: SEVERAL NOTED CONCERNS ABOUT ELEVATED ASSET VALUATIONS
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U.S. GOVERNMENT MOTIONS TO UNSEAL GRAND JURY TRANSCRIPTS IN EPSTEIN CASE DENIED -COURT DOCKET
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🚨 BULLARD: RATES ARE HIGH RIGHT NOW, CAN CUT 100 BPS INTO 2026
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THE US TARIFF ON EU AUTOS COULD BE LOWERED IN WEEKS: US OFFICIAL
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WHITE HOUSE: KEY TERMS INCLUDE EU TO ELIMINATE TARIFFS ON ALL U.S. INDUSTRIAL GOODS
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*EU, US REACH AGREEMENT ON JOINT STATEMENT OUTLINING TRADE DEAL
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📊 FED SEPTEMBER DECISION — THE MARKET IS SHIFTING
Prediction markets Kalshi now show:
•✅ 25bps cut → 68%, but trending down
•⚖ Hold rates → 34%, and rising steadily
•🔻 Cut >25bps → 4%, stable near zero
Over the past two weeks, confidence in a September cut has softened, while bets on the Fed holding steady have climbed.
👉 Traders are clearly starting to hedge against a “wait-and-see” Fed, even though a 25bps cut is still the base case.
https://t.co/MTBwgpMK1m
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🚨 TRUMP: ANY CALIFORNIA SCHOOL DISTRICT THAT DOESN'T ADHERE TO OUR TRANSGENDER POLICIES, WILL NOT BE FUNDED
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CHINA RESTRICTS NVIDIA H20 SALES AFTER U.S. OFFICIAL’S REMARKS, FT REPORTS
China’s regulators are moving to limit sales of Nvidia’s H20 chip, designed for the Chinese market, after U.S. commerce secretary Howard Lutnick said the U.S. only sells China lower-tier chips to keep developers dependent on American technology. His comments prompted action from the Cyberspace Administration, the NDRC, and the Ministry of Industry and Information Technology, according to the Financial Times
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RUSSIAN FOREIGN MINISTER LAVROV: UKRAINE DIRECTLY SHOWS IT IS NOT INTERESTED IN SUSTAINABLE AND LONG-STANDING SETTLEMENT - RIA
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RUSSIAN FOREIGN MINISTER LAVROV: RUSSIA AND INDIA ACHIEVED GOOD RESULTS IN ENERGY COOPERATION
RUSSIA'S LAVROV: WE ARE INTERESTED IN JOINT ENERGY PROJECTS
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*META FREEZES AI HIRING: WSJ
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FED'S BOSTIC: CRYPTO IS TOO SMALL TO PUT FINANCIAL STABILITY IN PLAY
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FED OFFICIALS WORRIED ABOUT SLOWDOWN BEFORE WEAK JOBS REPORT
Minutes from the Fed’s July 30 meeting show growing concern about an economic slowdown. Several officials expected weak growth in the second half of the year, citing slower income gains hurting consumer spending. These concerns came before July’s jobs report, which cut May and June job growth estimates by 258,000—likely deepening worries about a weakening labor market.
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*FED: MANY NOTED FULL EFFECT OF TARIFFS COULD TAKE SOME TIME
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*FED: MAJORITY SAW INFLATION RISK OUTWEIGHING EMPLOYMENT RISK
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$PEP - PepsiCo will increase carbonated soft drink concentrate prices by 10% beginning Sept. 7, BD has learned. Wholesale prices for finished CSDs, which are canned and bottled by PepsiCo and sold to bottlers for distribution, will rise +3.0% to +5.0% depending on the brand, according to BD sources
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