Bloomberg:
- China’s Ongoing Recovery Showed Signs of Weakness in July.
- U.K. Reports Fifth Daily Decline of Virus Cases in Johnson Boost.
- German Politicians Float Bans, Mandatory Jabs, for Unvaccinated.
- Early Crypto Mogul Says China Crackdown May Lead to Outright Ban.
- Asia Stocks Rise After U.S. Hit Record on Earnings: Markets Wrap.
- OPEC+ Decision, Earnings Drive Mideast Market Gains: Inside EM.
- Oil Edges Higher With Robust Demand Outlook Clouded by Delta.
- Five Things You Need to Know to Start Your Day.
- ‘Freak Out’ Factor, China Cools, Yellen on Default Risk: Eco Day.
- Fauci Issues a Warning; Vietnam Adds New Cases: Virus Update.
- Bitcoin’s Corporate Diehards Face Earnings Reckoning After Slump.
- Pelosi Says Infrastructure Won’t Get Vote Without Larger Plan.
- White House Shifts Messaging on Inflation as Republicans Attack.
- Fed’s MBS Buying High on Agenda as Officials Begin Taper Talk.
- Hedge Funds Back Away From Binance on Regulatory Risks, FT Says.
- Record Profits and Blockbuster Dividends: Here Come the Miners.
- Second Democrat Insists on Immigration Path in Budget Bill.
Wall Street Journal:
- Race for Covid-19 Pill Heats Up.
- Global Investors Are Buying American.
- The Temptation of Judging for the ‘Common Good’.
- Rush to Build EV Charging Stations Comes Without Promise of Profit.
- Supply-Chain Woes Come to School Cafeterias.
- Battle for the Cloud, Once Amazon vs. Microsoft, Now Has Many Fronts.
- Senators Try to Finalize Deal on Infrastructure Package.
- No, Inflation Isn’t Good for Workers.
- Anthony Fauci, Rand Paul and Wuhan.
- Congress Can’t Enact a Chicken.
Fox News:
- Team USA star reveals WNBA players' national anthem plans for Olympics.
- Anti-cop group cashes in as liberal financier makes donation.
- Fauci ignites firestorm after hinting at upcoming COVID protocols: 'Sure as hell not about science'.
CNBC:
Zero Hedge:
- Maine Becomes First State To Charge Firms That Don't Use Eco-Friendly Packaging Materials.
- The US Energy Sector Is In Chronic Atrophy, And That Could Be A Good Thing For Energy Investors.
- Pelosi Holds Bipartisan Infrastructure Plan Hostage Until She Gets Senate Reconciliation Deal.
- The Role Of Impaired Liquidity On The Recent Treasury Market Rollercoaster.
- Chicago Chamber Of Commerce Rages As Average Unemployed Illinoisan Parent Earns $35/Hour Sitting On The Couch.
- What Effect Would Tether Being A Complete Fraud Have On Cryptos?
- Watch: RINO AZ Senator Who Voted Against Election Integrity Bill Booed Off Stage.
- America Has Lost The Trade War With China, And The Real Pain Has Yet To Begin.
- FBI: China Is Behind Past Oil & Gas Pipeline Cyberattacks.
- Cybersecurity Experts Encourage System Of Reporting Workers To Employers For "Online Abuse".
- Semi Shortage May Let Up For Autos, But Broader Supply To Remain Limited Until 2022.
- CIA Chief Says Taliban In "Strongest Military Position Since 2001".
- 1,250 Clergy Members Warn Vaccine Passports Would Create "Medical Apartheid" In UK.
- Protesters Rage Across Europe As Lockdown, Vaccination Mandates Begin.
- America Is Only One Step Away From A South African-Style Social Implosion.
- It's About Time We Stopped "Trying Communism".
- These Are The World's Highest-Paid Athletes.
- Electrical Engineer Gets Five Years In Prison For Selling Missile Technology To China.
- Philadelphia's Murder Rate Highest Among Largest US Cities.
- Iran Opens Export Terminal To Bypass World's Biggest Oil Chokepoint.
MarketWatch.com:
- 4 in 10 workers say they’ll look for another job if they have to go back to the office full-time.
- Tesla earnings preview: Semi truck, Cybertruck pickup and chip shortage in focus.
NewsMax:
TheGatewayPundit.com:
- Bill Melugin: Border Patrol Apprehends 20,000 Illegal Aliens at Del Rio Crossing in ONE WEEK – Enough to Fill Staples Center (VIDEO).
- Budget Watchdogs Project Democrat Infrastructure Bill Will Cost TWO TRILLION MORE Than They’re Saying.
- Another Weekend at the Bidens: Video Emerges of Hunter Biden Whining to His Girlfriend and Dead Brother’s Widow Over Recent Rehab While Smoking Crack.
- VIDEO: Mother of Ashli Babbitt Receives STANDING OVATION at Trump’s “Rally to Protect Our Elections” in Arizona.
- “This is Under Active Consideration – I Am Part of the Discussion” – Dr. Fauci Says Masks May Come Back for Vaccinated Americans (VIDEO).
- Get Woke, Go Broke: Olympic Ratings with Activist Athletes Sink to 33-Year Low (VIDEO).
- Horrific Video Shows Teen Mob Brutally Attack New York City Firefighter Who Was Walking His Dog.
Covid-19(Data, Maps, Graphs):
- Our World in Data: New Global Covid-19 Cases(7-day rolling average graphs). New Covid Hospital Admissions/ICU Admissions/Deaths
- FT.com: Fully Vaccinated by Country(graph). Global Lockdown Stringency Index(map).
- NYTimes.com: County Trends and Clusters.
- Brown School of Public Health: Covid Severity by State/County(map). US Hospital Capacity.
- CovidActNow: Covid Severity/Infection Rate by Metro Area.
- KFF: US Vaccinations by Race/Ethnicity.
- Carnegie Mellon: Covid-Like Symptoms in Community. Covid Symptom Searches on Google. Covid-Related Dr.Visits. Restaurant Visits. Wearing Masks. (graphs)
- Safegraph.com: Commerce Patterns(graphs).
Night Trading
- Asian indices are -.5% to +.5% on average.
- Asia Ex-Japan Investment Grade CDS Index 85.25 -.25 basis point.
- China Sovereign CDS 38.0 -.25 basis point.
- Bloomberg Emerging Markets Currency Index 59.72 -.04%.
- Bloomberg Global Risk-On/Risk Off Index 2,890.0 +4.0 points.
- Volatility Index(VIX) futures 20.70 +1.6%.
- Euro Stoxx 50 futures -.39%.
- S&P 500 futures -.21%.
- NASDAQ 100 futures +.01%
Earnings of Note
Company/Estimate
Before the Open:
Before the Open:
- (CHKP)/1.56
- (HAS)/.47
- (LII)/4.41
- (LMT)/6.52
- (OTIS)/.72
After the Close:
- (BRO)/.40
- (CDNS)/.76
- (CR)/1.39
- (FFIV)/2.46
- (LOGI)/1.07
- (PKG)/1.77
- (TSLA)/.98
- (UHS)/2.69
Economic Releases
10:00 am EST
- New Home Sales for June is estimated to rise to 800K versus 769K in May.
10:30 am EST
- The Dallas Fed Manufacturing Activity Index for July is estimated to rise to 32.5 versus 31.1 in June.
Upcoming Splits
- None of note
- The German IFO Business Climate Index and the $60B 2Y T-Note auction could also impact trading today.
- 9:30 am - 4:00 pm EST
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