JEDI is trading 3.85% up as its 54.1% industrials allocation benefits from strong transportation and defensive-industrial leadership.
- Maersk raised 2026 EBITDA guidance to $10.5 billion-$12.5 billion as container demand and freight rates strengthened; its shares gained sharply.
- Cooling U.S. inflation, reduced Federal Reserve tightening expectations, and lower recent Treasury yields provided broader support.
- July retail sales later showed a 0.6% decline, reinforcing expectations for softer demand and potentially easier policy.