*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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*US 2Q PERSONAL CONSUMPTION RISES ANNUALIZED 2.5% Q/Q

*US 2Q CORE PCE RISES ANNUALIZED 2.6% Q/Q; EST. +2.5%

*US 2Q GDP PRICE INDEX RISES ANNUALIZED 2.1% Q/Q; EST. +2.0%
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*US PRELIM AUG. DURABLE GOODS ORDERS RISE 2.9% M/M; EST. -0.5%

*US PRELIM AUG. DURABLE GOODS EX-TRANS RISE 0.4% M/M; EST. +0.0%
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US JOBLESS CLAIMS -14K TO 218K IN SEP-20 WK; SURVEY 235K

US SEP-13 WEEK CONTINUING CLAIMS -2K TO 1,926,000

US SEP-13 WEEK JOBLESS CLAIMS REVISED TO 232K
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*US 2Q PERSONAL SPENDING REVISED UP TO +2.5% PACE FROM +1.6%
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U.S. S&P 500 E-MINIS DOWN 0.4%, NASDAQ 100 FUTURES DOWN 0.6%, DOW FUTURES DOWN 0.2%
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FED'S GOOLSBEE: JOB MARKET SEEMS TO BE COOLING, INFLATION IS GOING UP
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🚨 NATO'S RUTTE ON TRUMP'S COMMENTS THAT NATO SHOOT DOWN RUSSIAN PLANES THAT INCUR AIRSPACE: IF SO NECESSARY
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GOOLSBEE SAYS RATES CAN DROP FURTHER IF STAGFLATION RISK FADES
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🚨 RUTTE: IF NECESSARY, RIGHT TO SHOOT DOWN RUSSIAN INCURSION JETS
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DXY DOLLAR INDEX RISES TO 3-WEEK HIGH OF 98.180 AFTER SOLID U.S. DATA
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$CRWV - COREWEAVE WINS NEW OPENAI DEAL WORTH UP TO $6.5 BILLION, BRINGING TOTAL VALUE OF AGREEMENTS TO $22.4 BILLION
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GOOLSBEE: HISTORICALLY A GOVERNMENT SHUTDOWN THAT'S SHORT OR NARROW DOES NOT HAVE LASTING ECONOMIC IMPACT
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CHINA LAUNCHED TRADE BARRIER PROBE INTO MEXICO
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GOOLSBEE: AI ADOPTION BY BUSINESSES HASN'T BEEN AS BIG AS YOU THINK
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GOOLSBEE: IN SHORT-TERM, WHAT'S MOST WORRYING IS THE RISK THAT INFLATION RISES PERSISTENTLY
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FRESH DATA WEAKENS CASE FOR RAPID FED CUTS

After last week’s 25-bp cut, Fed Governor Miran pushed for faster easing, but Powell urged caution. New data show solid activity and limited layoffs, with Capital Economics noting the economy is “still doing just fine.” Markets sold Treasurys, lifted the dollar, and trimmed October cut odds to 86% from 92%, with growing bets on a hold.
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MUSK’S GROK AI CLEARED FOR USE ACROSS US GOVERNMENT AGENCIES
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GLOBAL DEBT HITS RECORD HIGH OF NEARLY $338 TRILLION IN Q2 2025, IIF GLOBAL DEBT MONITOR SHOWS
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CHINA, FRANCE, US, GERMANY, UK AND JAPAN RECORD LARGEST INCREASES IN DEBT LEVELS IN USD TERMS, SAYS IIF
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