U.S. producer prices unexpectedly rose in July, surprising investors and Fed officials. The print pushed U.S. equity futures into negative territory after the data release. #FiatNews

U.S. Producer Price Index (PPI) unexpectedly accelerated in July, rising 0.9% month‑on‑month versus 0.2% expected. On a year‑on‑year basis PPI was up 3.3%, the most since February 2025. Core PPI (ex food, energy and trade services) climbed 0.6% m/m — the biggest monthly rise since March 2022 — and was also up 3.3% y/y. The release followed July consumer price data two days earlier showing headline CPI +3.1% y/y (vs 2.9% prior) and core CPI at a six‑month high. U.S. equity futures turned lower after the PPI print. Markets had been pricing in near‑term Fed rate cuts; Fed Chair Jerome Powell is scheduled to speak at the Jackson Hole symposium on Aug. 22, where he is expected to address the timing of potential rate reductions. #PPI #CPI #Fed #FiatNews

U.S. President Donald Trump is set to meet Russian President Vladimir Putin on Friday in Alaska to discuss a possible end to the more-than-three-year war in Ukraine. News of the summit buoyed European equities, though defence stocks initially fell before the Stoxx Europe Aerospace & Defense index recovered 1.3% on Thursday. The index is up 52% year-to-date. Analysts quoted by CNBC say a breakthrough in talks would likely not derail the sector’s longer-term expansion: VanEck’s Dmitrii Ponomarev notes European defence production capacity is growing three times faster than in peacetime, and VanEck manages a $6.9bn defence ETF holding names such as Leonardo, Thales and Saab. Strategists warn short-term munitions suppliers could be most sensitive to any calming of the conflict, while firms with long-term projects should be more resilient. Industry leaders say Europe’s rearmament will take at least a decade. Rheinmetall shares fell 8% after weak results but the company expects order growth in H2; Deutsche Bank maintained a positive outlook while Citi’s Charles Armitage cautioned against excessive optimism. Analysts highlight a broader shift toward regional self-sufficiency in defence, energy and supply chains as a durable driver for the sector. Source: CNBC #Defense #Europe #Rheinmetall #FiatNews

JD.com beat estimates in Q2 2025 as strong consumer demand lifted results. Shares rose about 2% in premarket Nasdaq trading after the company reported EPS of 4.97 CNY (0.69 USD) vs. consensus 3.56 CNY. Net revenue rose 22.4% YoY to 356.7 billion CNY (149.8 billion USD), above the LSEG consensus of 331.63 billion CNY. JD Retail revenue was 310.1 billion CNY (43.3 billion USD), up 20.6% YoY, and its operating margin improved to 4.5% from 3.9% a year earlier. CEO Sandy Xu said the company saw "robust growth in user traffic, active customers and purchase frequency," driven by both core JD Retail and newer businesses including JD Food Delivery, and emphasized continued focus on user experience, cost reduction and efficiency. (14 Aug 2025) #JD #Earnings #FiatNews

Thyssenkrupp widened its net loss and downgraded its full-year outlook after weak Q3 results. Net loss rose to €255m from €33m a year earlier; revenue fell 8.7% YoY to €8.2bn (analyst consensus €8.7bn). New guidance calls for group revenue to decline 5–7% this fiscal year (previously flat to -3%), and adjusted EBIT is now expected at the lower end of the prior €600m–€1bn range. Orders were up 21% YoY, helped by Marine Systems (TKMS). CEO Miguel López cited “huge macroeconomic uncertainty” and weak demand in key customer industries such as automotive, engineering and construction. The company will curb investments and continue cost reductions; shareholders recently approved a partial separation of TKMS, which had a backlog of €18.5bn at 30 June. Shares opened down as much as 12% on the news, later trimming losses to about -8.7%; year-to-date the stock is still up over 120% as investors bet on defence-related demand. #Thyssenkrupp #steel #FiatNews

The bill contains provisions that tighten eligibility for clean-energy tax credits—shorter timelines and strict limits for projects tied to so-called “risky foreign entities” (e.g., China, Iran, Russia)—which could disadvantage solar and wind developers. Separately, hospitals and the broader healthcare sector face pressure from proposed cuts to reimbursement rates. #CleanEnergy #Healthcare #FiatNews

Money managers are positioning into real and commodity assets as potential long-term winners if the dollar weakens. Firms cited have increased exposure to precious metals (gold, silver) and commodities such as uranium, copper and rare earths to capture geopolitical and energy transitions. #Gold #Copper #FiatNews

Market strategists warn the likely fiscal expansion could drive higher deficits and push the US toward “fiscal dominance,” where monetary policy must accommodate Treasury financing needs. Expected outcomes cited include lower real yields, structural dollar weakness and increased demand for real assets, while long-duration nominal bonds are seen as vulnerable. #USD #Bonds #FiatNews

Analysts see the proposal as a structural industrial-policy reset centered on AI, defense, logistics and electrification. Measures include tax incentives and treatment of R&D that could favor hardware providers for AI and companies scaling new technologies. Portfolio managers expect gains for heavy electricals, infrastructure builders, oilfield services and industrials tied to increased capex. #AI #Infrastructure #FiatNews

The bill allocates roughly $150 billion for defense spending aimed at boosting capacity — funding drones, military infrastructure and AI — and elevates cybersecurity as a national-security priority. Asset managers are highlighting cybersecurity names such as Palo Alto and CyberArk alongside industrial services like United Rentals as potential beneficiaries. #Defense #Cybersecurity #FiatNews