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Boeing (BA) says the initial China commitment of 200 aircrafts will turn into an order later on in the year; have not seen anybody request a movement or a delay of aircraft deliveries due to the Iran conflict

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Affirms 747 production reached 42/month and continues rolling out at the current rate.

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Geopolitics

US Treasury official says the latest removal of sanctions on Iran is not indicative of any shift in US policy toward the Government of Iran, Fox's Heinrich reports

Fed

Fed's Kashkari (2026 voter, Hawkish dissenter) says now is the time to start slowly moving up rates, but not calling for dramatic rate hikes

Geopolitics

Arab sources report missile attack on Bahrain, Fars reports