"We hosted a call on September 4th with an industry expert to provide insight around how athletic wear sales are trending in China." 

With inflation still elevated, employment near maximum, growth above 2%, and another supply shock underway, action now needs to catch up with the rhetoric...

Araghchi responded: "Washington’s 'novel' solution is...more sanctions. Seriously?"

Tristan Buckmaster claims OpenAI told its internal model to solve the math problem after learning of his work on the equations with an Anthropic employee...

“And you can bet against me if you want...”

“The risks to equity markets continue to pile up as the discount rate which they face gets higher and higher and higher. The question is to what extent can continued AI earnings growth continue to push equity markets onward.”

"If the product/new CEO combination lands well, it could become a useful mega-cap catalyst." 

TIPS continue to mean revert and risk overshooting to the downside, leading to a continuation in rising real yields...

'I do say, Reeeeeeee...'

Also on same day "intercepted & destroyed" MQ-1 flying over strait...

German industry recorded a noticeable improvement in its order situation in July. Looking behind the mountain of numbers reveals a divided economy: The arms sector is booming while the civilian sector is being crushed

• US forces struck multiple Iranian tankers tied to the IRGC in response to more attempted missile attacks on a US Navy warship; Iran launched missiles at targets in response to US strikes on tankers, while it launched at least 20 missiles at bases in Jordan.
• IRGC had warned that oil tanker crews in Kuwaiti and Bahraini ports would be targeted in light of the US Army targeting several Iranian oil tankers.
• US equity futures are slightly softer; Google announces a EUR 13bln AI infrastructure in Finland.

"We've seen a much sharper drop in customers from China." 

Submitted by Thomas Kolbe

In the end, economic reality prevails. Green steel has no future in Germany, regardless of how much funding may continue to flow through the channels of the green subsidy machine: At Germany’s overregulated, energy-policy-driven and increasingly sidelined industrial location, industrial production is becoming less and less profitable.

"China's robust buying lately is largely driven by refiners taking advantage..." 

Days ago Ghalibaf warned that the era of proportional responses is over...