People familiar said Anthropic's current performance implies annualized recurring revenue (ARR) above $65 billion, more than a sevenfold increase versus year-end. One source said Anthropic reported the figure to investors in routine updates; ARR stood at $65 billion as of end-July. The revenue acceleration has strengthened the company's confidence in pursuing an IPO. Anthropic and OpenAI have privately filed listing documents; Anthropic could debut on Wall Street as soon as this fall, potentiall

ING analyst Chris Turner says Tuesday's data show the UK labour market remains weak and wage pressures are contained, reducing the Bank of England's case for further hikes this year and leaving sterling vulnerable to further declines. LSEG money-market data still price about 60bps of BoE hikes next year; Turner says that expectation should be gradually priced out over the next 3–6 months, though energy prices will materially affect the timing. The Bank of England's July inflation report is due Wednesday; a fall in services inflation would further weaken the case for tightening. EUR/GBP was up 0.1% at 0.8556; ING sees upside to 0.8570–0.8580.

CSI 300 index futures (IF) most-active contract fell 1.02%; SSE 50 index futures (IH) fell 0.85%; CSI 500 index futures (IC) fell 1.20%; CSI 1000 index futures (IM) fell 1.17% at the morning session close.