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Fed's Williams says uncertainty limits guidance on interest rates
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Industrial Production -0.5% vs 0.1% Expected
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Fed’s Williams warns Iran war driving up inflation pressures
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BofA says era of higher earnings, lower valuations has begun
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Fed's Williams: Monetary Policy Currently Well Positioned
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Philadelphia Fed (Apr) 26.7 vs 10 Expected
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Initial Jobless Claims 207K vs 213K Expected
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Hegseth Says US Is `Reloading With More Power Than Ever'
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Global S&P Futures mixed in premarket
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Net Long Term TIC Flows (Feb) $58.6B vs $15.5B Prior
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Fed’s Musalem: rates on hold "for some time," open to hikes
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Fed's Musalem: Rates On Hold For Some Time
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Norway will keep over $1 trillion in US equities despite Iran war
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Norway will keep over $1 trillion in US equities despite Iran war
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Iran Will Maintain Control Over Its Waters In The Strait Of Hormuz And Oman Will Decide About Its Own Side Of The Waterway - Source Close To Tehran - Reuters
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Iran offers proposal allowing ships to exit Oman side of Hormuz free of attack - Reuters
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Overall economic activity increased at a slight to modest pace- Beige Book
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White House: blockade has been enforced against vessels of all nations departing Iranian ports
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Bessent: we believe U.S. blockade on Iran will lead to a pause on Chinese buying of Iranian oil
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S&P 500 hits intraday record high, a first since U.S.-Iran war's start
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White House: conversations with Iran are productive and ongoing
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Bessent: optimistic that Kevin Warsh will be Fed chair 'on time'
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D.E Shaw, Two Sigma join industry push to oppose U.S. relaxing reporting requirements for public companies - Reuters
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CFTC probing oil trades made before Trump Iran policy pivots - Bloomberg
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Israel Mulls Short-term Cease-fire In Lebanon - NYT
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Source To Reuters: Israel Expects The Ceasefire With Iran Will Be Extended - Reuters
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US, Iran Said To Weigh Extending Their Ceasefire By Two Weeks - Bloomberg
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U.S. and Iran inch toward framework deal to end war, U.S. officials say - Axios
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Hassett: backup plan on tariffs is almost ready to go
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NAHB Housing Market Index (Apr) 34 vs 37 Expected
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U.S. and Iran have agreed in principle to meet but haven’t decided on a date and venue -WSJ
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Higher gas spending could more than offset the average tax refund increase: MS
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Import Price Index (Mar MoM) 0.8% vs 2.3% Expected
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Empire Manufacturing (Apr) 11 vs 0.0 Expected
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Bessent on Fed: would be ready to cut rates, have open mind to more cuts since waited longer
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Iran's Baghaei: No Specific Day Set For New US Negotiations
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The United States did not agree to extend the ceasefire - Axios
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Trump says China agrees to halt Iran weapons as Hormuz Strait opens
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Trump: China is very happy that I am permanently opening the Strait of Hormuz
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Mediators move closer to extending US-Iran ceasefire, officials tell AP
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Market and Trump say the Iran war is over. Are they right?
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U.S. sends thousands more troops to Mideast as Trump seeks to squeeze Iran- WaPo
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Global S&P Futures mixed in premarket
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Trump: want to keep reconciliation bill 'slim'
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Trump: I think Iran war can be over very soon
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New talks with Iran could happen over next 2 days in Pakistan - NY Post
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U.S. enforces naval blockade on Iranian ports with over 10,000 troops
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Griffin warns of global recession if Hormuz Strait stays closed
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Hassett: there is room for Fed to cut
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Bessent: Fed could observe before they cut rates; emphasis is that they will need to cut rates

