First Squawk

IRAN FM ARAGHCHI WARNS CHINESE COUNTERPART OF SERIOUS REPERCUSSIONS FROM US PROVOCATIVE ACTIONS IN GULF & STRAIT OF HORMUZ (@FirstSquaw)

GOOGLE-LINKED DATA CENTERS SELLING RECORD $5.7 BLN JUNK BOND (@FirstSquaw)

IRAN'S PARLIAMENT SPEAKER GHALIBAF: US MUST COMPLY WITH AGREEMENT & ABANDON 'ISRAEL FIRST' MISTAKE; RESISTANCE & IRAN ARE UNITED, BOTH IN WAR & CEASEFIRE (@FirstSquaw)

US CENTCOM: IRANIAN-FLAGGED VESSEL ATTEMPTED TO CIRCUMVENT BLOCKADE AFTER DEPARTING BANDAR ABBAS (@FirstSquaw)

US CENTCOM: 10 VESSELS TURNED AWAY BY US BLOCKADE (@FirstSquaw)

IRAN & PAKISTAN TO DISCUSS IN DETAIL IN TEHRAN ON THURSDAY MESSAGES EXCHANGED BETWEEN IRAN & US SINCE SUNDAY - TASNIM (@FirstSquaw)

ECB'S SCHNABEL: CAN AFFORD TIME TO ANALYZE SHOCK CHARACTER, NO NEED TO RUSH INTO ACTION; MUST STAY DATA-DEPENDENT & CAREFULLY ASSESS WHETHER INFLATION COULD BECOME ENTRENCHED WITH SECOND-ROUND EFFECTS (@FirstSquaw)

ECB'S SCHNABEL: IN FAVORABLE POSITION AS INFLATION WAS BROUGHT DOWN TO 2% BEFORE WAR; MONETARY POLICY STANCE BROADLY NEUTRAL (@FirstSquaw)

FLETCHER BUILDING: FUEL PRICE IMPACTS PARTLY MITIGATED THROUGH BULK PURCHASING, HEDGING & PASS-THROUGH PRICING; WORKFORCE IMPACTS MAY RISE IF CONDITIONS ESCALATE; OVERALL FY26 FINANCIAL IMPACT CANNOT BE DETERMINED WITH CERTAINTY (@FirstSquaw)

FLETCHER BUILDING: INDIRECTLY EXPOSED TO MIDDLE EAST CONFLICT THROUGH SUPPLY CHAINS, FREIGHT ROUTES & ENERGY COSTS; MOST IMMEDIATE IMPACT ON PLASTICS (RESINS), WITH IPLEX NZ & AU MOST AFFECTED (@FirstSquaw)

JAPAN SHOULD URGE IRAN TO REMAIN IN NUCLEAR WEAPONS TREATY - EX-PM KISHIDA TELLS NIKKEI (@FirstSquaw)

COSTCO RAISES QUARTERLY CASH DIVIDEND TO $1.47/SHARE FROM $1.30 ($5.88 ANNUALIZED) (@FirstSquaw)