Atlanta Fed GDPNow (Q2 2026): 4% (prev. 3.7%)
The Atlanta Fed's GDPNow model has raised its Q2 2026 GDP growth estimate from 3.7% to 4%, suggesting stronger-than-expected economic momentum.
US President Trump says Chinese President Xi has agreed to buy 200 Boeing (BA) jets; says Xi would like a deal made on Iran and that China would not give Iran military equipment; Xi offered help on Iran, via Fox Interview
Citrini Research's Jukan posts a picture of a Nvidia (NVDA) H200 available for sale from a Chinese website
Atlanta Fed GDPNow (Q2 2026): 4% (prev. 3.7%)
Cerebras CEO says there is an extraordinary demand for fast inference and are the fastest buyer in order of magnitude; extremely confident' AWS will be huge channel for US
Citrini Research's Jukan says official Nvidia (NVDA) H100 sales are underway in China
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This upward revision could support a hawkish stance from the Federal Reserve, reinforcing expectations for tighter monetary policy, which may have implications for the USD and fixed income markets.
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