U.S. July CPI due in 10 minutes: seasonally adjusted headline and core CPI MoM, and unadjusted headline and core CPI YoY.

ANTHROPIC said on Aug 11 it has signed the EU AI Act Article 50 guidelines on AI-generated content transparency. Effective Aug 2, Claude models will embed an invisible watermark in generated text; images and other files will carry digitally signed provenance metadata. The marking will cover all major Claude products and access channels — Claude Platform (API), Claude, Claude Code, Claude Cowork and Claude Tag — and apply to cloud partners including AWS, Google Cloud and Microsoft Foundry. ANTHROPIC said the scheme will be implemented globally across all Claude product lines and partner cloud platforms, not limited to the EU.

TRUMP says the United States has full control of the Strait of Hormuz and expects to maintain that control. He described the U.S. maritime blockade as an 'iron wall' and said Iran cannot counter it. He asserted Iran lacks a navy and air force, that remaining soldiers are unpaid, the IRGC has been heavily damaged and is retreating, leadership is 'uncertain', and the country is financially crippled with '300% inflation' and worsening; he said Iran now 'talks but does not act' and is no longer a regional bully.