US Briefing - Thursday 23.07
Headlines
- Houthis Strike Saudi Oil Tankers In Red Sea; Iran Conflict Expands
- Iran’s IRGC: Targeted US Military Sites In Kuwait, Jordan
- US Deploys B-1 Bomber As Attacks On Iran Intensify
- US Surges Forces Towards Mideast, Giving Trump Options To Expand War
- Pres Trump: Saudi Nuclear Deal Subject To Joining Abraham Accords
- ECB Set To Hold Rates But Leave Door Open To September Move
- EU Envoys Agree 21st Sanctions Package Against Russia Targeting Banks
- Europe’s New Car Regs Post Biggest Rise Since Oct 2023 On EV Demand
- PM Burnham Announces Cut To Business Rates For Pubs, Clubs
- Beijing Seeks Opinions On Planned China-Us Tariff Cuts On $30B In Trade
- Australia Unemployment Holds Steady, Underemployment Ticks Up
- T-Mobile Raises FCF Forecast; Customers Move To Premium Plans
- Lockheed Martin Lifts 2026 Forecasts As US, Iran Reescalate
- RTX Lifts 2026 Forecasts On Aircraft Repair, Defense Demand
- Honeywell Technologies Beats Q2 Estimates, Raises Guidance
- Blackstone Q2 Profit Boosts From Rising AUM, AI Investments
- Eli’s Next Gen Weight Loss Short Clears Another Hurdle
- US Investigates Chinese AI Cos Access To Chips
- SK Hynix’s 51% Arbitrage Trade Stymied By Strict Conversion Cap
Commentary
Files & Links
DATA
IRAN WAR
GOVERNMENT/CENTRAL BANK NEWS
FIXED INCOME NEWS
FX NEWS
CRYPTO NEWS
ENERGY/COMMODITY NEWS
EARNINGS
- Blackstone Q2 Profit Boosts From Rising AUM, AI Investments – RTRS
- Lockheed Martin Lifts 2026 Forecasts As US, Iran Reescalate – RTRS
- RTX Lifts 2026 Forecasts On Aircraft Repair, Defense Demand – RTRS
- Comcast Earnings Beat Estimates On Peacock, Box Office Successes – BBG
- Honeywell Technologies Beats Q2 Estimates, Raises Guidance – Investing
- Thermo Fisher Beats On EPS, Revenue Tops Estimates – Investing
- T-Mobile Raises FCF Forecast; Customers Move To Premium Plans – RTRS
- American Airlines Slashes 2026 Earnings Outlook As Fuel Costs Spike – CNBC
- PG&E Beats Earnings But Misses On Revenue In Q2 – Investing
- Texas Instruments Gets Lukewarm Reaction To Upbeat Forecast – BBG
- Union Pacific Earnings Beat By $0.22, Revenue Topped Estimates – Investing
- Ameriprise Financial Q2 Earnings Surge With 22% EPS Growth – StockTitan
- TotalEnergies Profit Jumps 68% As War Upends Energy Markets - BBG
- Tesla’s Profits Plunge As Carmaker Uses Discounts To Boost Sales - FT
- Alphabet Earnings Boosted By Google Cloud’s Strong Growth - Times
- IBM Lowers FY Forecast After Earnings Warning – CNBC
- Southwest Air Lowers 2026 Profit Floor; Fuel Costs Blunt Pricing Gains - RTRS
- Raymond James Profit Rises On Capital Markets Strength - RTRS
- CSX Earnings Beat By $0.03, Revenue Topped Estimates – Investing
- Kinder Morgan Beats Profit Est. On Strong Gas Flows, Raises Outlook - RTRS
- BNP Paribas Profits Surge By A Third After Trading Boom - FT
- Renault Says Sales Stalled In First Half – Yahoo
- Dassault Systèmes Confirms FY Outlook, Announces $1.8B Deal – RTRS
- Besi Reports Strong Q2 Earnings On AI Chip Packaging Demand – Investing
- Nestlé Slides In The Wake Of Its HY Earnings – MS
- Roche Drugs Drive Growth As Currency Effects Bite – RTRS
- STMicro Tumbles 13% As Q3 Guidance Misses Expectations – Investing
- UniCredit Open To Concessions In Commerzbank Talks; Raises Profit Outlook – RTRS
- UniCredit CEO: Commerzbank Acquisition Could Happen In Q4 – CNBC
- Nokia Raises Full-Year Profit Outlook On AI Demand Surge – Investing
- Repsol Sets Out Fresh $571M Buyback; Earnings Surge On Oil Gains – WSJ
- BT Profit Falls As Lower Broadband, Voice Margins Offset Cuts - BBG
- EasyJet Profit Falls 70% Amid Higher Fuel Costs, Lower Demand - BBG
- Hyundai Motor Misses Q2 Forecast, Keeps Outlook - RTRS
EQUITY NEWS
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