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GeopoliticsIMPORTANT

Iran has circulated a letter to member countries of the International Maritime Organization saying “non-hostile vessels” can transit the Strait of Hormuz “in co-ordination with Iranian authorities”, via FT

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Pakistani sources say Pakistan PM Sharif and Army Chief Munir will visit Saudi Arabia tomorrow, Al Hadath reports

U.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)