MORGAN STANLEY SHARES RISE 5.1%, MOST INTRADAY SINCE MAY 12

BANK OF AMERICA SHARES JUMP 4.3% AT THE OPEN, MOST SINCE MAY
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USTR'S GREER SAYS CHINA IS EXERCISING ECONOMIC COERCION
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🚨 USTR'S GREER SAYS CHINA'S ACTIONS ARE A COMPLETE REPUDIATION OF U.S.-CHINA AGREEMENTS OVER THE PAST SIX MONTHS
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BESSENT: THERE WILL BE A SERIES OF MEETINGS ON CHINA'S RESTRICTIONS THIS WEEK
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BESSENT: IF CHINA WANTS TO BE AN UNRELIABLE PARTNER FOR THE WORLD, WE WILL NEED TO DECOUPLE
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BESSENT: TARIFFS ARE A SURCHARGE, NOT A TAX
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FED'S MIRAN: THERE IS NOW MORE DOWNSIDE RISK THAN A WEEK AGO
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MIRAN: TWO MORE CUTS THIS YEAR SOUNDS REALISTIC
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🚨 TRUMP'S THREAT ON CHINA COOKING OIL 'INEFFECTIVE': GLOBAL TIMES
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MIRAN: DO NOT CARE THAT GOLD IS AT A RECORD
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MIRAN: MIGHT ARGUE THAT THERE IS A GEOPOLITICAL RISK PREMIUM IN THE PRICE OF GOLD, BUT DONT SEE ECONOMIC CONSEQUENCES TO THAT
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🚨 INDIA CENBANK CHIEF: WE WANT TO PROMOTE CBDC AND NOT CRYPTO OR STABLECOINS IN INDIA
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UKRAINE IS DISCUSSING WITH U.S. LNG IMPORTS SCHEME AFTER RUSSIAN STRIKES ON ENERGY, ECONOMY MINISTER SAYS
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Search interest usually spikes near market tops. Low “buy bitcoin” searches could mean there’s still plenty of room to run.
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GERMAN FINANCE MINISTER KLINGBEIL: A GLOBAL MINIMUM TAX IS RIGHT, IT IS ABOUT INTERNATIONAL FAIRNESS
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JOHNSON: IF THERE'S A WAY TO PAY LAW ENFORCEMENT, THEY'LL FIND IT
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SHEINBAUM SAYS TRADE TALKS WITH US ARE VERY ADVANCED

SHEINBAUM EXPECTS MORE TRADE ADVANTAGES FOR MEXICO
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TAME INFLATION BETS STRENGTHEN FED’S CASE FOR CUTS

Market pricing shows inflation expectations remain contained, supporting the Fed’s outlook for rate cuts this fall.

* CPI swaps: 3.1% expected over 12 months, 2.5% over five years.

* 10-year breakeven: steady at 2.3%, in line with the Fed’s target zone.

This matches the Fed’s view that tariff-driven inflation will fade next year. CPI typically runs slightly above the Fed’s 2% PCE target.
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U.S. CAR LOAN DEBT HITS RECORD LEVELS

A growing number of Americans owe more on their cars than they’re worth. In 3Q, 28.1% of trade-ins had negative equity—the highest since 1Q 2021—with an average upside-down loan of $6,905. Nearly a quarter of these trade-ins carried over $10,000 in debt, signaling rising financial strain
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🚨 TRUMP TAPS $6.5 BILLION FOR TROOP PAY THIS WEEK: POLITICO
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SENATOR CANTWELL URGES INVESTIGATION INTO TRUMP ADMINISTRATION AIRPORT VIDEO THAT BLAMES DEMOCRATS FOR GOVERNMENT SHUTDOWN, LETTER SAYS
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