23:10:21 UTC EQUITY ●●○○○ Iranian army: U.S. helicopters, surveillance aircraft hit in drone strike at Bahrain’s Sakhir base - TasnimSQWK SquawkNews
23:10:21 UTC CENTRAL_BANK ●●●●○ Fed's Jefferson: energy shock coincides with trade policy disruption, impacting output and prices in near termSQWK SquawkNews DXY
23:10:21 UTC CENTRAL_BANK ●●●●○ Fed's Jefferson: monitoring two major developments — Middle East conflict, al-Qaeda growthSQWK SquawkNews DXY
23:10:21 UTC CENTRAL_BANK ●●●●○ Fed's Jefferson: Cannot view each factor in isolation, must consider entire economy when setting policySQWK SquawkNews DXY
23:10:21 UTC CENTRAL_BANK ●●●●○ Fed’s Jefferson: current situation illustrates policy challenge as dual mandate objectives conflictSQWK SquawkNews DXY
23:10:21 UTC CENTRAL_BANK ●●●●○ Fed's Jefferson: if demand impacts from AI expansion and use happen before AI productivity gains, AI might push inflation upSQWK SquawkNews DXY
23:10:21 UTC CENTRAL_BANK ●●●●○ Fed's Jefferson: AI productivity gains reducing production costs may weigh on inflation soonerSQWK SquawkNews DXY
23:10:21 UTC CENTRAL_BANK ●●●●○ Fed's Jefferson: rapid series of shocks could embed inflation, destabilize inflation expectationsSQWK SquawkNews DXY
23:09:01 UTC EQUITY ●●○○○ Jefferson Says Policy Well Positioned, Can Reconsider If NeededSQWK SquawkNews
23:07:58 UTC CENTRAL_BANK ●●●●○ Fed's Jefferson says if inflation doesn't cool soon, may reconsider current rateSQWK SquawkNews DIAECONSPXSPY
23:05:39 UTC EQUITY ●●○○○ US Targets Iranian Bridges In Bid To Choke Off Regime’s Supply Routes – WSJSQWK SquawkNews
23:01:11 UTC CENTRAL_BANK ●●●●○ Fed’s Jefferson: Timing Of AI Supply And Demand Impacts Is Critical For The FedSQWK SquawkNews DXY
23:00:05 UTC MACRO ●●●●○ Firmly committed to bringing inflation back to our 2% goal, aligned with dual mandateSQWK SquawkNews
23:00:05 UTC MACRO ●●●●○ Quick series of shocks risks inflation becoming entrenched, inflation expectations unanchoredSQWK SquawkNews
23:00:05 UTC EQUITY ●●○○○ Energy shock overlaps with trade policy disruption: impacts near-term output and pricesSQWK SquawkNews
23:00:05 UTC EQUITY ●●○○○ Current policy positioned to respond based on incoming data, evolving outlook and risk balanceSQWK SquawkNews
23:00:05 UTC MACRO ●●●●○ If inflation fails to ease, revisiting policy stance may be necessary to maintain price stabilitySQWK SquawkNews
23:00:05 UTC ENERGY ●●●○○ Expect Middle East conflict to have limited impact on demand: US is net oil exporter, economy less oil intensiveSQWK SquawkNews CL
23:00:05 UTC EQUITY ●●○○○ Can't view each factor in isolation: whole economy must be considered when setting policySQWK SquawkNews
23:00:05 UTC MACRO ●●●●○ If AI productivity gains cut production costs earlier, inflation may face downward pressureSQWK SquawkNews
23:00:05 UTC MACRO ●●●●○ If demand impact from AI buildout and consumption happens before AI productivity gains: AI could push inflation upSQWK SquawkNews
23:00:05 UTC EQUITY ●●○○○ Current scenario highlights policy dilemma as dual mandate objectives clashSQWK SquawkNews
23:00:05 UTC EQUITY ●●○○○ economic shock from AL likely to have lasting impact on supply and demandSQWK SquawkNews
22:58:51 UTC EQUITY ●●○○○ Microsoft CEO: Anthropic’s Limits On Requests To Its Fable AI Model Don’t Make SenseSQWK SquawkNews