{"items":[{"ts":"4:20 PM","cat":"geo","hl":"Iran's Top Negotiator Qalibaf: Iran will naturally charge for services in the Strait of Hormuz - Iranian State Media.","_id":"9640926"},{"ts":"4:19 PM","cat":"geo","hl":"Iran's Top Negotiator Qalibaf: The Strait of Hormuz will not return to pre-war conditions, but this does not mean acting against international laws or maritime navigation - Iranian State Media.","_id":"9640925"},{"ts":"3:58 PM","cat":"macro","hl":"Apple prepares a second-generation iPhone Air for Spring 2027. $AAPL","_id":"9640879"},{"ts":"3:53 PM","cat":"fed","hl":"Traders fully price in two Fed rate hikes by the end of 1Q 2027.","_id":"9640878"},{"ts":"3:50 PM","cat":"macro","hl":"MOC Imbalance","_id":"9640877"},{"ts":"3:33 PM","cat":"macro","hl":"Thursday FX Option Expiries","_id":"9640869"},{"ts":"3:27 PM","cat":"fed","hl":"FOMC Digested: Warsh’s First Fed Meeting, a Shorter Statement, and a More Hawkish Tone - FJElite","_id":"9640837"},{"ts":"3:17 PM","cat":"macro","hl":"Iraq restarts West Qurna 2 oilfield with output of about 150,000 bpd to boost southern output - Document and oilfield officials.","_id":"9640834"},{"ts":"3:17 PM","cat":"geo","hl":"IRNA on MOU Text: After signing, Iran will take measures to the best of its ability to ensure safe passage of commercial ships between the Gulf and the Gulf of Oman.","_id":"9640833"},{"ts":"3:16 PM","cat":"geo","hl":"IRNA on MOU Text: During this period, ships traffic will return to prewar levels.","_id":"9640830"},{"ts":"3:16 PM","cat":"geo","hl":"Fed's Chair Warsh ends first press conference.","_id":"9640829"},{"ts":"3:16 PM","cat":"macro","hl":"Trump ends remarks to reporters.","_id":"9640828"},{"ts":"3:16 PM","cat":"geo","hl":"IRNA on MOU Text: The US is going to immediately start lifting the naval blockade on Iran after signing, complete end of blockade within 30 days.","_id":"9640827"},{"ts":"3:15 PM","cat":"geo","hl":"Trump: I may put russian oil sanctions back on.","_id":"9640826"},{"ts":"3:15 PM","cat":"macro","hl":"Trump: I didn't discuss Greenland at the G7, but I should.","_id":"9640820"},{"ts":"3:15 PM","cat":"macro","hl":"Iraq increases Rumaila oilfield output by 300,000 bpd, reaching 650,000 bpd as export operations recover - Document and oilfield officials.","_id":"9640817"},{"ts":"3:14 PM","cat":"geo","hl":"Trump on Iran: 60 days is not a hard deadline for a final agreement.","_id":"9640816"},{"ts":"3:14 PM","cat":"geo","hl":"Irna on MOU Text: Iran will engage with Oman to determine future administration and maritime services in the Strait of Hormuz.","_id":"9640815"},{"ts":"3:14 PM","cat":"macro","hl":"Iraq's Southern Crude output rises by about 500,000 bpd to 1.5 mln bpd as more tankers reach export terminals - Document and three oil officials.","_id":"9640814"},{"ts":"3:14 PM","cat":"macro","hl":"Trump: I view the USMCA as possibly expiring immediately.","_id":"9640813"},{"ts":"3:13 PM","cat":"macro","hl":"Trump: USMCA won't be sticking around. It gets terminated.","_id":"9640812"},{"ts":"3:13 PM","cat":"macro","hl":"Trump: The US would do better without the USMCA agreement. I am thinking maybe we won't be able to make a deal. Would rather leave it unsigned.","_id":"9640811"},{"ts":"3:13 PM","cat":"geo","hl":"Fed's Chair Warsh: The committee thought labor markets were stable. Some thought it was trending better than that.","_id":"9640810"},{"ts":"3:12 PM","cat":"macro","hl":"Trump on Chinese Cars: The US doesn't have problems that Europe has.","_id":"9640809"},{"ts":"3:12 PM","cat":"geo","hl":"Fed's Chair Warsh: I have devoted most of my time to monetary policy in the first three weeks.","_id":"9640808"},{"ts":"3:12 PM","cat":"geo","hl":"IRNA on MOU Text: Dissolving of nuclear-enriched material to take place under mutual agreement and supervision of the IAEA.","_id":"9640807"},{"ts":"3:11 PM","cat":"geo","hl":"Trump: Nuclear dust is less important than nonproliferation.","_id":"9640806"},{"ts":"3:11 PM","cat":"geo","hl":"Trump: If other countries have ballistic missiles, it's 'a little bit unfair' for Iran to have none.","_id":"9640805"},{"ts":"3:11 PM","cat":"macro","hl":"Trump: We're probably keeping the military in the Gulf a while.","_id":"9640804"},{"ts":"3:10 PM","cat":"geo","hl":"Iran's Official News Agency on MOU text: Iran and the US agree to resolve the status of stockpiled enriched material through a mutually agreed mechanism.","_id":"9640803"},{"ts":"3:10 PM","cat":"geo","hl":"Fed's Chair Warsh: A new communication framework by the year-end wouldn't surprise.","_id":"9640802"},{"ts":"3:10 PM","cat":"geo","hl":"Trump: Iran deal signed over the next 48 hours. Iran is signing in final form, but not yet determined.","_id":"9640801"},{"ts":"3:09 PM","cat":"fed","hl":"Trump on Fed raising rates possibly: It could happen.","_id":"9640800"},{"ts":"3:09 PM","cat":"macro","hl":"Trump on Fed: Alright, that they held rates, whatever.","_id":"9640799"},{"ts":"3:09 PM","cat":"geo","hl":"Fed's Chair Warsh: My read of what I heard in the room, reflected in projections, was that half of colleagues felt rates should be lower and half should be higher.","_id":"9640798"},{"ts":"3:08 PM","cat":"geo","hl":"Iran's Official News Agency on MOU text: The two parties commit to reach a final deal in 60 days of negotiation that can be prolonged.","_id":"9640797"},{"ts":"3:08 PM","cat":"geo","hl":"Iran's Official News Agency on MOU text: The two countries not to interfere in each other's internal affairs.","_id":"9640796"},{"ts":"3:06 PM","cat":"geo","hl":"Iran's Official News Agency releases the text of the interim US-Iran agreement","_id":"9640795"},{"ts":"3:05 PM","cat":"geo","hl":"Fed's Chair Warsh: Ambition is not to overhaul the system of national accounts.","_id":"9640794"},{"ts":"3:05 PM","cat":"geo","hl":"Fed's Chair Warsh: The demand side on AI is being counted. I am less certain about the supply side.","_id":"9640777"},{"ts":"3:03 PM","cat":"geo","hl":"Fed's Chair Warsh: None of the 19 at the table felt we needed to tighten today.","_id":"9640776"},{"ts":"3:03 PM","cat":"geo","hl":"Fed's Chair Warsh: We have work to do on the price stability front.","_id":"9640775"},{"ts":"3:02 PM","cat":"geo","hl":"Fed's Chair Warsh: I don't believe we have a cruel choice between full employment and stable prices.","_id":"9640774"},{"ts":"3:02 PM","cat":"geo","hl":"Fed's Chair Warsh: It is hard to say policy is restrictive anywhere but in housing.","_id":"9640773"},{"ts":"3:01 PM","cat":"geo","hl":"Fed's Chair Warsh: The committee discussed productivity today, AI came up. AI is filled with a huge opportunity and risks.","_id":"9640772"},{"ts":"3:00 PM","cat":"geo","hl":"Fed's Chair Warsh: What happens in the Middle East does have an effect on our day job, even though it isn't our responsibility.","_id":"9640770"},{"ts":"3:00 PM","cat":"fed","hl":"Fed's Chair Warsh: Weekly meetings with the Treasury Secretary are very useful. I have met with Bessent three times so far. The Fed needs to have a wide lens but a narrow remit.","_id":"9640769"},{"ts":"2:59 PM","cat":"geo","hl":"Fed's Chair Warsh: The Fed's job is to ensure no second-round price effects.","_id":"9640768"},{"ts":"2:59 PM","cat":"geo","hl":"Fed's Chair Warsh asked if he had had conversations with Trump: I don't have anything for you.","_id":"9640767"},{"ts":"2:58 PM","cat":"geo","hl":"Fed's Chair Warsh: We need to make sure changes in oil, eggs, beef, etc don't broaden in the economy.","_id":"9640766"},{"ts":"2:58 PM","cat":"fed","hl":"Fed's Chair Warsh: Fed can't have a significant effect on particular prices","_id":"9640765"},{"ts":"2:57 PM","cat":"geo","hl":"Fed's Chair Warsh: This is a lot of change for financial markets to digest. I wouldn't be particularly intrigued by how markets react in the first minutes or days.","_id":"9640764"},{"ts":"2:56 PM","cat":"geo","hl":"Fed's Chair Warsh: I am not going to offer commentary on market reaction today. We've given markets a new chapter for the Central Bank.","_id":"9640763"},{"ts":"2:56 PM","cat":"geo","hl":"Fed's Chair Warsh on Task Forces: We are not outsourcing decisions. Task forces will make recommendations.","_id":"9640762"},{"ts":"2:53 PM","cat":"geo","hl":"Fed's Chair Warsh: There is one proposal on the table, very little discussion on it, and no discussion of any other proposals. We had a good family fight on it.","_id":"9640760"},{"ts":"2:53 PM","cat":"macro","hl":"Brent Crude futures settle at $79.55/bbl, up 59 cents, 0.75%.","_id":"9640759"},{"ts":"2:52 PM","cat":"geo","hl":"Iran's Foreign Ministry Spokesperson: The US has committed to cancel all types of sanctions on Iran based on a schedule that will be discussed in upcoming talks - SNN.","_id":"9640758"},{"ts":"2:52 PM","cat":"geo","hl":"Fed's Chair Warsh: Financial market prices are the most important source of information to guide central bankers.","_id":"9640757"},{"ts":"2:52 PM","cat":"fed","hl":"Fed's Chair Warsh: Markets perform best when reacting to incoming data. Financial markets act less efficiently when they are worried about how the Fed will react to the data.","_id":"9640756"},{"ts":"2:51 PM","cat":"geo","hl":"Fed's Chair Warsh: I am open-minded, there are new analytic techniques, new private sector data, and reforms for official sector data.","_id":"9640755"},{"ts":"2:50 PM","cat":"fed","hl":"Fed's Chair Warsh: I would be open-minded if the Fed data task force had recommendations on how to improve official statistics. Private companies are working with real-time information.","_id":"9640754"},{"ts":"2:49 PM","cat":"geo","hl":"Fed's Chair Warsh: Most data we consume have old-fashioned survey methods.","_id":"9640753"},{"ts":"2:49 PM","cat":"geo","hl":"Fed's Chair Warsh: We've missed the inflation goal for five years, we're going to fix it.","_id":"9640752"},{"ts":"2:47 PM","cat":"geo","hl":"Fed's Chair Warsh: There are some changes to come, they may be worthy of press conferences.","_id":"9640751"},{"ts":"2:47 PM","cat":"geo","hl":"Fed's Chair Warsh asked about the future of press conferences: They can be a very useful way of communicating, but I want to have something important to say for pressers.","_id":"9640750"},{"ts":"2:46 PM","cat":"geo","hl":"Fed's Chair Warsh: I am impressed by the open-mindedness of colleagues over the last two days.","_id":"9640736"},{"ts":"2:46 PM","cat":"geo","hl":"Fed's Chair Warsh: I don't want to prejudge the outcomes of the communications review.","_id":"9640735"},{"ts":"2:46 PM","cat":"geo","hl":"Fed's Chair Warsh: For me, submitting a dot is not helpful in the conduct of policy.","_id":"9640734"},{"ts":"2:46 PM","cat":"fed","hl":"Fed's Chair Warsh: The level of Fed restriction is uneven.","_id":"9640733"},{"ts":"2:45 PM","cat":"geo","hl":"Fed's Chair Warsh: I am pretty open minded.","_id":"9640732"},{"ts":"2:45 PM","cat":"geo","hl":"Fed's Chair Warsh: I expect by year-end there will be a broad review of communications, press conferences, dots, and meetings.","_id":"9640731"},{"ts":"2:45 PM","cat":"geo","hl":"Fed's Chair Warsh: Policymakers don't feel bound by their dots. I did not hear tons of conviction on the projection submissions.","_id":"9640721"},{"ts":"2:44 PM","cat":"geo","hl":"Fed's Chair Warsh noted that dot plot submissions came in with pencils that have big erasers.","_id":"9640720"},{"ts":"2:44 PM","cat":"geo","hl":"Fed's Chair Warsh asked about the future of the dot plot: We've got a task for that.","_id":"9640719"},{"ts":"2:43 PM","cat":"fed","hl":"Fed's Chair Warsh: Fed policy appears to be restrictive vis-à-vis the housing market, but not financial markets.","_id":"9640718"},{"ts":"2:42 PM","cat":"geo","hl":"Fed's Chair Warsh, asked about the future of policy: We've dropped forward guidance.","_id":"9640717"},{"ts":"2:41 PM","cat":"geo","hl":"Fed's Chair Warsh: We have the capability and the commitment to deliver 2% inflation.","_id":"9640716"},{"ts":"2:40 PM","cat":"geo","hl":"Fed's Chair Warsh: The 2% goal will be outside the scope of the inflation task force.","_id":"9640715"},{"ts":"2:40 PM","cat":"geo","hl":"Fed's Chair Warsh: I see no reason until we have delivered the 2% goal, to revisit that goal.","_id":"9640714"},{"ts":"2:39 PM","cat":"geo","hl":"Fed's Chair Warsh: 2% inflation is the Fed's longheld objective.","_id":"9640713"},{"ts":"2:39 PM","cat":"geo","hl":"Fed's Chair Warsh: I expect to see some results by fall, the conclusion of task forces by the year-end.","_id":"9640712"},{"ts":"2:39 PM","cat":"geo","hl":"Fed's Chair Warsh: Task forces to begin work in the next couple of weeks.","_id":"9640711"},{"ts":"2:39 PM","cat":"geo","hl":"Fed's Chair Warsh: The task force on inflation frameworks will examine drivers of inflation.","_id":"9640710"},{"ts":"2:38 PM","cat":"geo","hl":"Fed's Chair Warsh: The task force on productivity and jobs will survey the reach of AI and other general-purpose tech.","_id":"9640709"},{"ts":"2:38 PM","cat":"geo","hl":"Fed's Chair Warsh: The data task force will consider new data sources and methodological changes.","_id":"9640708"},{"ts":"2:38 PM","cat":"geo","hl":"Fed's Chair Warsh: I expect the communications task force to recommend an SEP change.","_id":"9640707"},{"ts":"2:38 PM","cat":"geo","hl":"Fed's Chair Warsh: The balance sheet task force will review the benefits and risks of the ample reserves regime.","_id":"9640706"},{"ts":"2:37 PM","cat":"geo","hl":"Fed's Chair Warsh: I expect to propose changes, including to the summary of projections.","_id":"9640705"},{"ts":"2:37 PM","cat":"geo","hl":"Fed's Chair Warsh: Task forces will ultimately propose next steps.","_id":"9640704"},{"ts":"2:37 PM","cat":"geo","hl":"Fed's Chair Warsh: Task forces include inflation frameworks.","_id":"9640703"},{"ts":"2:37 PM","cat":"fed","hl":"Fed's Chair Warsh: Task forces will be supported by Fed staff.","_id":"9640702"},{"ts":"2:37 PM","cat":"geo","hl":"Fed's Chair Warsh: Each independent task force will have the best minds inside and outside the economics profession.","_id":"9640701"},{"ts":"2:36 PM","cat":"geo","hl":"Fed's Chair Warsh: Task forces include data sources, productivity, and jobs.","_id":"9640700"},{"ts":"2:36 PM","cat":"geo","hl":"Fed's Chair Warsh: Communications, balance sheet, data sources, productivity and jobs, and the Fed's inflation frameworks will be studied.","_id":"9640699"},{"ts":"2:36 PM","cat":"geo","hl":"Fed's Chair Warsh: The task force on communications, balance sheet, use of data sources.","_id":"9640698"},{"ts":"2:35 PM","cat":"geo","hl":"Fed's Chair Warsh: I am appointing a task force in 5 areas.","_id":"9640697"},{"ts":"2:35 PM","cat":"geo","hl":"Fed's Chair Warsh: I refrained from submitting projections of my own.","_id":"9640696"},{"ts":"2:34 PM","cat":"geo","hl":"Fed's Chair Warsh: In the statement, also absent is forward guidance, which is not well-suited to the current policy state.","_id":"9640695"},{"ts":"2:34 PM","cat":"geo","hl":"Fed's Chair Warsh: Today's policy statement was shorter and simpler. The statement dispenses with older language.","_id":"9640694"},{"ts":"2:33 PM","cat":"geo","hl":"Fed's Chair Warsh: Timely opportunity to review practices, reaffirm mission when leadership changes.","_id":"9640693"}],"lastFetched":1781729943504,"cached":true,"count":100,"upstreamStatus":429}