• Says Ceasefire To Remain Until Proposal Submitted And Talks Conclude
• Net Revenue: $15.23B (+52% Y/Y)
• Net Interest Margin: 7.87% (est 8.19%)
• Provision For Credit Losses: $4.07B (est $3.81B)
• Adj EPS: $4.42 (vs $4.06 Y/Y)
• Net Revenue: $1.68B (est $1.67B)
• Adj EPS: $0.60 (est $0.60)
• Total Customer Accounts: 4.75M (est 4.74M)
• Operating Revenue: $14.6B (est $14.46B)
• Adj EPS: $1.19 (est $1.04)
• Passenger Revenue: $13.17B (est $12.96B)
• Passenger Miles: 63.39B (est 62.66B)
• Available Seat Miles: 77.70B (est 77.85B)
• PRASM: 16.95c (-7.4% Y/Y)
• CASM Ex-Fuel: 13.95c (+5.9% Y/Y)
• Capex: $1.67B
• Sees Q2 Adj EPS: $1 To $2 (est $1.75)
• Sees FY Adj EPS: $7 To $11 (saw $12 To $14; est $9.08)
• Still Sees FY Adj Capex Below $8B (est $7.71B)
• Sees Q2 Capacity In Q3 & Q4 Flat To Up ~2% Y/Y
• Plans To Cut 5pp Of Capacity For Rest Of Year
• Fuel Expense Increased $340M Y/Y
• To Take Delivery Of Over 250 New Aircraft By April 2028

- Iran Talks On Hold Over Trump's Blockade
- Iran's UN Envoy: Govt 'Received Some Sign' US Is Ready To Stop Blockade
- Trump Mulls Cancelling VP Trip Due To Lack Concessions On Enrichment
- Warsh Calls For 'Regime Change' At Fed, New Inflation Approach
- US House Could Vote On Budget Resolution Next Week
- Kalshi To Launch Crypto Trading With Perpetual Futures
- EU Looks To Revive Joint Gas Buying As Energy Fears Mount
- Northrop Grumman Profit Jumps On Unprecedented Demand
- RTX Lifts Profit, Revenue Forecasts Amid Strong Demand For Weapons
- UnitedHealth Boosts 2026 Earnings Guidance After Increasing Prices
- DR Horton Posts Lower Profit
- ASM International Forecasts Q2 Revenue Above Estimates
- SpaceX Debt Jumped To USD23 Bln Last Year
- UPS And FedEx Have Begun Filing For Some Tariff Refunds
- Shell Faces Fresh Climate Court Test Case
- Iran Rejects Negotiations Conducted Under Pressure Or Aimed At Surrender
- Iran Could Attend Talks In Pakistan If The U.S. Abandons Its Policy Of Pressure And Threats
- US Is Creating New Obstacles Every Day Instead Of Resolving Issues
- Says They Would Have To 'Say Goodbye To Oil Production'
- Striking A Commercial Vessel And Taking Its Crew Hostage Is An Even Greater Violation.
- Iran Knows How To Neutralize Restrictions, How To Defend Its Interests, And How To Resist Bullying.
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- We Will Continue To Force Votes Every Week This Catastrophe Continues
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- Tool Would Capture Mouse Movements, Keystrokes And Snapshots Of What Employees See On Their Screens
- Questions US Seriousness In Negotiating

On Apr 21, 09:45 AM, Silver price declined 3% from its previous close. This has occurred 51 times over the last 12 months.
63% (32 out of these 51 times), the price has increased 3 hours later by an average of 1.19 points. The maximum price increase has been 8.47 points.
19 times out of 51, the price has decreased 3 hours later by an average of 1.83 points. The maximum decrease in price has been 9.14 points.
- Inappropriate To Weigh In On SCOTUS Case
- Says He Sounded Hawkish When Interest Rates Were At Zero
- A Final Decision To Go To Islamabad Has Not Been Made Yet.
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- Increase In Capex Will Increase Demand By ‘A Few Tenths Of A Pct’
- On Supply Side, Could Be Considerably Bigger
- Can't Bank On That, But Need To Evaluate This Productivity Wave
- Ready For FX Interventions Amid Frank Appreciation
- US Dollar Is ‘Lynchpin’ Of Global Economy
- US, And Fed Is Beneficiary Of Dollar Strength
- Fed In Ordinary Course Should Not Adopt Policies That Have Distributional Consequence
- More Than 4 FOMC Meetings A Year Is Appropriate
- Asked About Holding Press Conferences After Each FOMC Meeting, Says There Is No Lack Of Transparency
- If Fed Chair Holds Press Conference, Important To Hear From Reporters
- Vance Is Participating In Additional Policy Meetings At The White House

- Revenue: EUR863 Mln, High End Of Guidance
- Adj Operating Margin 33.1%
- Adj Net Earnings Up EUR54 Mln Y/Y
- Gross Margin 53.3%
- Q2 Revenue Seen Increasing To EUR980 Mln +/-5% At Constant Currency
- H2 Expected To Be Stronger Than H1
- Proposes Regular Dividend Of EUR3.25/Common Share
- Memory Sales Are Projected To Show Healthy Growth
- In Power/Analog/Wafer Segment, Still Anticipate Gradual Recovery In 2026 From A Low Base
- Expect Y/Y Growth From China
- Fed Cannot Affect One-Off Effects, But Only Persistent Effects
- Any Changes In B/Sheet Would Be Part Of A Public Discussion
- B/Sheet Should Be Smaller, Shouldn’t Hold Long-Term Treasuries
- Likely To Happen Going Forward
- Rates Need To Be Based On Better Data, Forward Looking
- Need Debate Inside FOMC
- Tend To Favour ‘Messier Meetings, Family Fight’
- We Don't Know The State Of AI, Geopolitics
- Won't Pre-decide On Where Rates Should Be
- Digital Assets Are Already Part Of Fabric Of Financial Services
- Prefer Using Interest Rates As Dominant Force
- If Fed Cut Rates, Broader Range Of People Would Benefit
- Big B/Sheet Is A Reason Fed Is In Politics
- Need Smaller B/Sheet Slowly, Deliberately
- Working With Treasury Sec. To Make B/Sheet Smaller
- If Inflation Moves Up, That Is Because Fed Had Something To Do With It
- Economy's Potential Is Strengthening
- Important To Revisit Fed's Models Because AI Is So ‘Consequential’
- AI Could Make Fed's Inflation Job Easier Over Time
- There Is A Question About What Ai Means For Employment Too
- Reforms To Framework And Communications Needed
- ‘Imperfect’ Data Being Used To Judge Inflation
- Need To See What Real Inflation Rate Is
- Inflation Damage From Last Several Years Has Improved ‘Somewhat’
- President Trump Never Asked Him To Pre-Determine Rate Decisions, And Would Not Agree
- B/Sheet And Rate Policy Should Be Working Together
- To Sell USD75 Bln In 8-Week Bills (est USD75 Bln)
- To Sell USD69 Bln In 4-Month Bills (est USD69 Bln)
- Independence Is Critically Important But Must Be Earned; Earned By Delivering On Promises
- Essential That Fed Officials Can Change Their Minds
- If Mistakes Are Made, Central Bankers Must Correct Them Fast
- Dealing With Legacy Of Fed's Policy Errors, Need Fundamental Policy Reforms
- Need Regime Change, New Inflation Framework, New Communications
- Need To Use Tools Differently
- Interest Rate Tool Is Fairer
- Preparing 'Energy Ramstein' Meeting This Week
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- Requests 85 F-35 Aircraft Added To Fleet, USD6.1 Bln For Next-Gen B-21 Bomber
- Pentagon Defense Autonomous Warfare Group Now Requesting USD54.6 Bln
- Pending Home Sales NSA (Y/Y): 1.8% (est -3.0%; prev -0.6%; prev R 0.0%)
- This Approach Will Continue Until The Threat To Neighbouring Regions Is Eliminated
- NATO Is The One That Is Not Helping
- Retail Sales Ex Auto (M/M): 1.9% (est 1.4%; prev 0.5%; prev R 0.7%)
- Retail Sales Ex Auto and Gas (M/M): 0.6% (est 0.3% prev 0.4%; prev R 0.6%)
- Retail Sales Control Group (M/M): 0.7% (est 0.2%; prev 0.5%; prev R 0.6%)



- Adj EPS 55C (est 50C)
- Rev. $5.40B (est $5.3B)
- Adj. Oper Income $679M (est $659.8M)
- Drilling & Evaluation Rev. $2.39B (est $2.3B)
- Completion & Production Rev. $3.02B (est $3B)
- Drilling & Evaluation Oper Income $351M (est $339.4M)
- Completion & Production Oper Income $439M (est $432.4M)

- Sales $9.9B (est $9.74B)
- EPS $6.14 (est $6.06)
- Still Sees FY Sales $43.50B To $44.00B (est $43.91B)
- Still Sees FY Adj EPS $27.40 To $27.90 (est $27.97)
- Still Sees FY Free Cash Flow $3.10B To $3.50B (est $3.32B)
- Reaffirms 2026 Finl Guidance For Sales


- Net Sales $6.0B (est $6.08B)
- Adj EPS $2.14 (est $1.98)
- Reiterates Full-Year 2026 Guidance

- Rev $7.6B (est 7.6B)
- EPS $2.24 (est $2.15)

- Adj EPS $1.86 (est $1.60)
- Adj. Rev. $11.61B (est $10.69B)
- Adj FCF $1.66B (est $1.28B)
- Commercial Engines & Services Rev. $8.92B (est $8.24B)
- Still Sees FY Adj Free Cash Flow $8B To $8.4B (est $8.28B)
- Still Sees FY Adj EPS $7.10 To $7.40 (est $7.46)
- Guidance Ranges Trending Toward Higher End

- Adj EPS $2.06 (est $1.94)
- Sales $6.0B (est $5.99B)
- Biotechnology Rev $1.80B (est $1.79B)
- Diagnostics Rev $2.42B (est $2.49B)
- Life Sciences Rev. $1.74B (est $1.13B)
- Adj. Oper Margin 30.2% (est 28.3%)
- Adj. EBITDA $1.99B (est $1.9B)

- Rev. $111.72B (est $109.24B)
- Segment Rev. $86.27B (est $84.08B)
- Oper Margin 8% (est 7.6%)
- Adj EPS $7.23 (est $6.57)
- Oper Cost Ratio 13.8% (est 12.8%)
- Optum Revenue $63.78 (est $60.97B)
- Medical Care Ratio 83.9% (est 85.6%)
- Sees FY Adj EPS Above $18.25, Saw Above $17.75 (est $17.83)
- Sees FY EPS Above $17.35, Saw Above $17.10
- To Buy Back At Least $2B Of Stock



- Survey Current Situation: -73.7 (est -70.5; prev -62.9)

-The People Of Iran, With Their Enthusiastic And Widespread Presence In The Squares And Streets, Have Not Abandoned Their Support For The Armed Forces


- Imports Real (M/M): 3.1% (prev -5.1%)
- Swiss Watch Exports (Y/Y): -1.0% (prev 9.2%)
- Claimant Count Rate: 4.4% (prev 4.4%; prev R 4.3%)
- Jobless Claims Change: 26.8K (prev 24.7K; prev R 17.1K)
- Employment Change (3M/3M): 24K (est 35K; prev 84K)
- Average Weekly Earnings 3M (Y/Y): 3.8% (est 3.6%; prev 3.9%; prev R 4.1%)
- Weekly Earnings Ex Bonus 3M (Y/Y): 3.6% (est 3.5%; prev 3.8%)
- Private Earnings Ex Bonus 3M (Y/Y): 3.2% (est 3.2%; prev 3.3%)
• Says Troops Advancing North And South Of Kostiantynivka
• Filing Based On Phase III Allegory Study Showing SRI-4 Benefit At 52 Weeks
• FDA Decision Expected By Dec 2026
• Sales: €5.32B (est €5.19B)
• Order Intake: €4.65B (est €4.85B)
• Near & Middle East Sales: +29.8% Organic Y/Y
• Near & Middle East Order Intake: +185% Organic Y/Y
• Confirms All 2026 Financial Targets
• German ZEW Outlook Set To Slide Amid Hormuz Strait Blockades
• Vance To Travel To Pakistan On Tuesday For Iran Talks, Sources Say
• Oil Slips As Iran Set To Attend Negotiations With US In Pakistan
• Trump Aims To Seal Iran Deal, Says Truce Extension Unlikely
• Three Ships Including An Iranian Vessel Attempt Hormuz Transits
• Apple Names Ternus As Next CEO, With Cook Becoming Chairman
• Amazon To Invest An Additional $5B In Anthropic
• Anthropic And Amazon Agree $100B AI Infrastructure Deal
• Adobe Launches AI Suite For Corporate Clients As Competition Heats Up
• WhatsApp Joins Instagram In Selling New Premium Subscriptions
• Japan Scraps Most Weapons Export Limits In Boost To Arms Sector
• Bank Of Korea’s New Chief Signals Flexible Policy Amid Oil Risks
• NZ Inflation Above 1-3% Target Ahead Of Fuel Shock
• New Zealand Firms Gloomy As Iran War Hits Costs, Profitability
• New Zealand Prime Minister Luxon Wins Leadership Confidence Vote
• JPM To Invest In Europe And UK In Expanded $1.5T Security Initiative
• Hedge Funds Beef Up Bearish Dollar Bets As Haven Demand Sinks
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• Tour Includes Launch Facility In Texas, Data Centre In Tennessee
• Three Days Of Closed-Door Meetings Planned
• Says Extreme Scenario Could Push Inflation To 7%
• Scenario Based On Oil Prices Doubling Current Levels
• To Speak On Economy In Coming Days
• Sees No Material Near-Term Acceleration In Consumption
• Expects Fiscal Deficit At 7.3% Of GDP In 2026
- PBoC Drains Net 4B Yuan At Open Market Operations
• Promoting Defense Gear To Bolster Defense Industry
- CPI (Y/Y): 3.1% (est 2.9%; prev 3.1%)
- CPI Tradeable (Q/Q): 0.7% (est 0.6%; prev 0.7%)
- CPI Non-Tradeable (Q/Q): 1.1% (est 0.9%; prev 0.6%)
• Still Sees FY Copper Output: 800K To 870K Tons
• Still Sees FY Pilbara Unit Cost: $23.50 To $25/Ton
• Q1 Copper Output: 229K Tons
• Q1 Pilbara Iron Ore Output: 78.81M Tons
• Still Sees FY Total Iron Ore Sales: 343M To 366M Tons
• Atlas After 10 Proportionate Toll: ~-0.1%
• Simandou And Kennecott Progressively Restarted During Quarter
• Monitoring Global Impact Closely With Contingency Plans In Place
• Net 9% Expect Better Trading Ahead
• Net 13% Of Businesses Expect Better Trading In Q2
• Net 43% Of Businesses Expect To Raise Prices In Q2
• To Advance Technical Talks On Rules Of Origin, Critical Minerals, Trade Issues
• White House Confirms Keith Sonderling To Assume Role
• Warns Ruling Elites Have Limited Window Before Conditions Deteriorate
• Says Trump Committed To Diplomatic Solution But Will Not Allow Security Threat
• Discussed Starlink Proposal For Satellite Internet In Cuba
• Senior Official Met Raul Guillermo Rodriguez Castro
• Anthropic To Secure 5 GW Of Amazon Trainium Chips
• Anthropic To Spend Over $100B On AWS Technologies
• To Expand AI Inference In Asia And Europe
• Cook To Remain CEO Through Summer To Oversee Transition
• Arthur Levinson To Become Lead Independent Director On Sep 1, 2026
• Ternus To Join Board Of Directors Effective Sep 1, 2026
• Applies To Large-Scale Energy, Including Natural Gas
- Trump Aims To Seal Iran Deal, Says Truce Extension Unlikely
- Trump: 'Lots Of Bombs Start Going Off' If Iran Ceasefire Expires
- Trump Tells NY Post He 'Won't Be Rushed' To End Iran War
- Vance Expected To Depart US Tuesday For Iran War Talks In Pakistan
- Iran Plans To Send Negotiating Team To Pakistan On Tuesday
- Warsh Set To Commit To Be 'Strictly Independent' On Rates
- Bank Of Canada Says Iran War Is Pushing Up Inflation Expectations
- ECB's Lagarde Says War's 'Double Uncertainty' Calls For More Data
- UK To Increase Taxes On Wind And Solar Farms
- Trump Says Energy Sec. Wright 'Totally Wrong' On Gas Prices
- Justice Department Is Criminally Investigating Beef Companies
- SEC, CFTC Propose Narrowing Hedge Fund Reporting Requirements
- Adobe Unveils Agents For Businesses Amid Threat Of AI Disruption
- Commerzbank Rejects UniCredit's 'Hostile' Approach
- Tehran, While Taking All Aspects Of The Matter Into Account, Will Decide On How To Proceed