據Axios：據四位知情人士透露，白宮和特朗普總統的和平委員會認爲，哈馬斯可能會在未來幾天內簽署一項協議，逐步解除武裝並實現加沙地帶的非軍事化。

Apple (AAPL.O) fiscal 2026 Q3 services revenue was $30.74 bln, below market expectations of $31.22 bln.

Huatai Macro says the July FOMC hold has, to some extent, damaged Fed credibility—market inflation expectations rose and long-end yields moved higher. By contrast, June’s unexpectedly hawkish FOMC had tightened financial conditions, lowered inflation expectations and boosted Fed credibility. With energy prices rebounding, July’s pause may have led markets to view Waller’s zero-tolerance inflation rhetoric as bluff; post-meeting inflation expectations and long-term yields rose, signaling a partial loss of credibility. Huatai still assigns a relatively high probability of a September rate hike and keeps a baseline of 1–2 hikes this year and two more before mid-next year. Key risks: (1) Waller’s hawkish stance could be bluster; (2) an abrupt end to the AI-driven rally could tighten financial conditions and make further hikes unnecessary. Watch July–August jobs and inflation prints and Waller’s Jackson Hole speech on Aug. 27.