BESSENT ON CHINA: WILL SPEAK TO TRUMP THURSDAY ABOUT AUG 12 DEADLINE WITH CHINA
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BESSENT: STILL FEW TECHNICAL DETAILS TO WORK OUT WITH CHINA
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BESSENT ON CHINA: THIS IS THREE DIMENSIONAL CHESS
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$F - BESSENT: ALUMINUM TARIFFS HIT FORD HARDER

BESSENT: WILL BE NEGOTIATING WITH CANADA ON THOSE
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BESSENT: WE'RE SEEING A CAPEX BOOM

BESSENT: BOOM WILL ACCELERATE
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BESSENT ON FED: WE ARE PUTTING TOGETHER VERY GOOD LIST OF FED CANDIDATES
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BESSENT: NOT SURE WHAT THE CASE IS FOR NOT CUTTING RATES
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🚨 BESSENT ON FED: EXPECT ANNOUNCEMENT BY END OF YEAR
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BESSENT ON FED: THERE IS SCHISM IN FED BOARD
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*GERMANY PRELIM JULY CONSUMER PRICES RISE 0.3% M/M; EST. +0.2%
*GERMANY PRELIM JULY CONSUMER PRICES RISE 2% Y/Y; EST. +1.9%

*GERMANY PRELIM JULY HARMONIZED CPI RISES 0.4% M/M; EST. +0.4%
*GERMANY PRELIM JULY HARMONIZED CPI RISES 1.8% Y/Y; EST. +1.9%
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VISA EXPANDS STABLECOIN SETTLEMENT SUPPORT

VISA INC - ADDS SUPPORT FOR TWO USD-BACKED STABLECOINS AND EURC
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$RBLX - ROBLOX SHARES EXTEND GAIN TO MORE THAN 20%
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*US JUNE PERSONAL SPENDING RISES 0.3% M/M; EST. +0.4%
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US JOBLESS CLAIMS 218,000 IN JULY 26 WEEK; EST. 224K
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*US 2Q EMPLOYMENT COST INDEX RISES 0.9% Q/Q; EST. +0.8%
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*US JUNE CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%

*US JUNE CORE PCE PRICE INDEX RISES 2.8% Y/Y; EST. +2.7%
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US JOBLESS CLAIMS +1K TO 218K IN JUL-26 WK; SURVEY 222K

US JUL-19 WEEK CONTINUING CLAIMS UNCHANGED AT 1,946,000

US JUL-19 WEEK JOBLESS CLAIMS UNREVISED AT 217K
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🚨CHINA PAUSES US-BOUND COMPANY INVESTMENT AMID TRADE WAR

China has stopped approving outbound investments for companies looking to set up or expand operations in the U.S., amid trade negotiations between the world's two largest economies, Nikkei Asia has learned.

Local Chinese governments and the state economic planner, the National Development and Reform Commission, have ceased such approvals since April, according to people familiar with the matter.
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KALSHI TRADERS ARE NOW PRICING IN RISING ODDS OF ZERO CUTS IN 2025 — JUMPING TO 29%

“WSJ’s Timiraos: Core PCE inflation is beginning to look no better — and by some measures worse — than when the Fed started to cut last year.”

Powell stayed cautious at yesterday’s FOMC
https://t.co/FFxkIZrigw
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*SOUTH AFRICA CUTS BENCHMARK RATE BY 25BPS TO 7%; EST. 7.00%
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U.S. DOLLAR INDEX DXY HITS 100 FOR FIRST TIME SINCE MAY 29
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