BoE's Pill: There is some shift in the balance of risks on inflation

PLD lags S&P 500 with 0.6% YTD return, below $132.57 high. Analysts see 12.2% upside.

Firefly Aerospace IPO pops 34% then drops 9%, showing investor appetite for space tech despite volatility. Raised $868M.

TSMC's AI chip sales surge 22.5% while EXPE jumps 16% on strong bookings; FLY dips 10% post-IPO.

Auto tariffs cost $11.7B+! Toyota hit $3B. GM invests $4B in US production. Prices to rise.

FTNT -22%, LLY -14%, CAT -2% on downgrades/data; AMD +5%, LRCX +3% on tariff exemptions.

China defends Russian oil imports amid US tariff threats. July imports hit $10.06B, but YTD down 7.7%. Trade truce hangs in balance.

Nikkei jumps 2% on US tariff relief hopes; rest of Asia mixed. Traders eye global trade sentiment.