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FedIMPORTANT

Fed Governor Miran says banks are over regulated, harming credit creation; he is a big supporter of Bowman's agenda

News detail

Not seen anything worrisome yet in private credit despite some bumps. It is not yet worrying from a macro prospective.

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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

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

Geopolitics

The draft agreed to by Iranian and Omani negotiators awaits final approval from Iran’s supreme leader, two regional officials told The Associated Press on Wednesday