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Stay long AI-capex winners into the peak, Stifel says despite bubble fears
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Global S&P Futures mixed in premarket
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Senate votes to halt Iran war unless Trump gets approval from Congress
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Trump on Iran: we're trying to work out a deal that's fair
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Rubio says Iran cannot charge tolls in Strait of Hormuz
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S&P Global US Services PMI (Jun P) 51.3 vs 51.1 Expected
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S&P Global US Manufacturing PMI (Jun P) 55.7 vs 54.6 Expected
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Goldman sees inflation cooling by 2027 as AI and energy effects fade
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Global S&P Futures lower in premarket
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Trump on Iran: Strait of Hormuz is totally open
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Trump: everybody is fully aware that Iran will agree to have major weapons inspections in order to ensure "nuclear honesty" long into future
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Rubio to visit Gulf states amid Iran deal concerns
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Global S&P Futures mixed in premarket
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Trump: we expect a complete ceasefire on all fronts, including Lebanon, Hezbollah, and Israel
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Iran's Supreme Leader: future in-person negotiations that are going to take place do not mean accepting 'the enemy's point of view'
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U.S. military ends blockade of Iranian ports, CentCom says
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Leading Index (May) 0.1% vs 0.1% Expected
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Philadelphia Fed (Jun) 10.3 vs 10 Expected
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Initial Jobless Claims 226K vs 225K Expected
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Analyst draws dot-com parallels as AI trade narrows market leadership
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Global S&P Futures up in premarket
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U.S. and Iran have signed MoU electronically - Axios
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Trump says US military to remain in Gulf after Iran deal
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Traders Fully Price In Fed Interest-rate Hike By October, See High Chance of Sept. Hike
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Warsh: AI is filled with opportunities, risks
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Warsh: AI is filled with opportunities, risks
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Warsh: dropped forward guidance
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Warsh: 2% inflation is Fed’s longheld objective
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Warsh: Appointing Task Force In Five Areas Of Monetary Policy
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Fed: Nine Of 18 FOMC Participants Pencil In 2026 Rate Hike
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Fed Holds Rates at 3.50% to 3.75%
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FOMC Median Rate Forecast Next Year 3.625% vs 3.375% Prior, 3.125% Prior
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FOMC Median Rate Forecast Current Year 3.75% vs 3.625% Expected, 3.375% Prior
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Iran deal signing could be done by U.S. and Iran presidents, the idea still under review - Iran's state media
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Trump: if we didn't return Iran's money nobody would ever invest in dollar again
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US,Iran Discuss Moving Signing Deal As Early As Weds - Axios
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Pending Homes Sales (May) 3.8% vs 0.9% Expected
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Business Inventories (Apr) 0.5% vs 0.5% Expected
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Warsh may fuel bond volatility today, Fidelity says
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Retail Sales Advance (May MoM) 0.9% vs 0.6% Expected
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Goldman Sachs sees consumer spending weakness ahead in US and Europe, cuts Brent forecast to $80 from $90
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Trump: Iran MOU is not final, may go back to dropping bombs, no immediate sanctions relief
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Wolfe Research eyes Fed Chair Warsh communication at meeting today
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Global S&P Futures mixed in premarket
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Citadel Securities sees growing possibility of rate hike in September
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U.S.-Iran framework agreement includes plans for $300 billion private fund to trigger investment in Iran - Reuters
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Wells Fargo: 'Raising YE26 SPX Target to 7950'
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US-Iran accord signing planned for June 19 in Switzerland, Swiss govt says
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Housing Starts (May) 1.18M vs 1.43M Expected
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Import Price Index (May MoM) 1.9% vs 1% Expected
