MIRAN: VIEW OF RATE CUTS BASED ON EXPECTATION THAT NEUTRAL IS BEING PUSHED LOWER BY TAX POLICY AND IMMIGRATION
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MIRAN: EXPECTATION IS FOR SHELTER INFLATION TO FALL IN THE NEXT SIX TO 12 MONTHS
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MIRAN: WE HAVE DECENT SHOT AT 3% GROWTH FOR SECOND HALF OF 2025
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MIRAN: LONGER FED STAYS RESTRICTIVE, GREATER THE ECONOMIC RISKS
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MIRAN: IN THE NEXT 6 MONTHS WOULD LIKE THE FED TO BE A LOT CLOSER TO NEUTRAL; CAN GET THERE IN A SERIES OF HALF POINT MOVES
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MIRAN: OBVIOUS THAT OTHER PEOPLE ON THE FED DO NOT FEEL THE NEED TO MOVE URGENTLY
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LULA TO DISCUSS CRITICAL METALS PLAN WITH TRUMP: CNN BRASIL
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HASSETT: TARIFFS ONLY CAUSE ONE-OFF PRICE ADJUSTMENT
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HASSETT INFLATION HAS DROPPED SHARPLY, GROWTH IS HIGH
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HASSETT: US STAKES IN COMPANIES ARE ABOUT NATIONAL SECURITY
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HASSETT: CHINA WILL LOSE AI BATTLE IF BLOCKED FROM NVIDIA CHIPS
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GERMAN DEFENCE MINISTER PISTORIUS: TWO RUSSIAN LUCH OLYMP SURVEILLANCE SATELLITES CURRENTLY PURSUING TWO INTELSAT SATELLITES USED BY GERMAN FORCES AND OTHERS

GERMAN DEFENCE MINISTER PISTORIUS: WE MUST NO LONGER IGNORE THE FUNDAMENTAL THREAT RUSSIA POSES IN SPACE
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HASSETT: US WILL BE A 'FIRM BACKSTOP' FOR ARGENTINA
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HASSETT: BESSENT PRACTICALLY TALKING TO CHINA EVERY DAY
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HASSETT: WE HAVE MADE ENORMOUS AMOUNT OF PROGRESS ON CHINA TRADE TALKS BUT STILL WORK TO DO
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HASSETT: WE CARE VERY MUCH THAT CHINA HAS STOPPED BUYING OUR AGRICULTURAL PRODUCTS
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HASSETT: DON'T WORRY ABOUT TARIFF PASS-THROUGH TO PRICES
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*MIRAN: MISTAKE TO ATTRIBUTE ALL ASSET-PRICE CHANGES TO FED
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🚨 US DEPLOYED JETS AGAINST RUSSIAN BOMBERS: CNN
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*US DEPLOYED JETS AGAINST RUSSIAN BOMBERS: CNN

*RUSSIAN MILITARY AIRCRAFT DETECTED IN ALASKA AIR ZONE: NORAD
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*US 2Q GDP RISES ANNUALIZED 3.8% Q/Q; EST. +3.3%
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