Bloomberg:
- China Doesn’t Care How Much Money You Lose.
- South Korea’s Economy Slows More Than Expected Last Quarter.
- Didi’s IPO Underwriters Go Silent as Volatility Dominates.
- Asia Eyes Cautious Open Amid China Curbs, Earnings: Markets Wrap.
- Oil Edges Higher as Investors Assess Demand Amid Delta Spread.
- Goldman on Growth, China’s Regional Gap, Taper Tantrum: Eco Day.
- Elon Musk Says He May Skip Future Tesla Earnings Calls.
- Bitcoin Tumbles After Reaching $40,000 on Amazon Speculations.
- Infrastructure Bill Stalls as GOP Rejects Offer From Democrats.
- California, NYC, Veterans Affairs Issue Vaccine Mandates.
- Insatiable Demand for All Things Plastic Has Ethane Skyrocketing.
- Prices for Young Cattle Are Soaring, Signaling Expensive Beef.
- U.S. Infrastructure Spending Seen Rising After Decade of Decline.
Wall Street Journal:
- Aon, Willis Towers Scrap $30 Billion Merger.
- Infrastructure Negotiators Try to Overcome Late Hurdles.
- A Socialist Chairs the Budget Committee.
- How to Avert Disaster in Afghanistan.
- A New National Climate Army.
- Vaccine Mandates Imposed on Some Government Workers.
- China Tech Stocks Slump as Regulators Apply Fresh Pressure.
Fox News:
- Dem mayors hire private security with taxpayer funds but want to defund protection for you.
- ESPN writer troubled by American flag at Olympics and it doesn't stop there.
CNBC.com:
- Tesla reports more than $1 billion in net income during Q2, up tenfold from a year ago.
- Housing boom is over as new home sales fall to pandemic low.
- Americans are ‘mixing and matching’ Covid vaccines over concerns about the delta variant.
- American Airlines warns about fuel shortages around the country, asks pilots to conserve.
- Stocks making the biggest moves after hours: Tesla, F5 Networks, Coinbase and more.
- Moderna says it plans to expand vaccine trial for kids 5 to 11, will seek FDA OK as early as year-end.
Zero Hedge:
- Bitcoin Tumbles After Amazon Denies It Will Accept Crypto This Year.
- Did Today's Shockingly Bad Home Sales Data Just Derail The Fed's Tapering Plans.
- Big Tech Forms 'White Supremacist' Counterterror Database; PayPal Works With ADL To 'Fight Extremism And Hate'.
- The Net-Zero Narrative Is Riddled With Holes.
- Biden Administration Spending $3 Million A Day To Suspend Border Wall Construction: Senate Report.
- Decline In UK COVID Cases Signals Coming "Inflection" For US As Delta Fears Subside.
- Fully-Masked, Crowd-Free Olympics Opening Ceremony Attracts Fewest TV Watchers In 33 Years.
- Cascade Of Consequences.
- Tesla Jumps After Beating Expectations, Says Shanghai Is Now Main Hub For Auto Exports.
- Crypto Pops, Dollar Drops, Bonds & Stocks Chop.
Newsmax:
TheGatewayPundit.com:
- CA Governor Gavin Newsom Compares Unvaccinated People to Murderous Drunk Drivers (VIDEO).
- Former Democrat Senator Barbara Boxer Assaulted, Robbed in Oakland.
- BREAKING HUGE: Georgia’s Raffensperger, Sterling and Fuchs All Connected to Firm that Helps Georgia Democrats Run as Republicans.
- Reps. Gaetz, Gohmert, Gosar, and Greene to Hold Press Conference at DOJ Demanding Answers on Inhumane Treatment of January 6th Political Prisoners.
- PayPal Partnering With Anti-Defamation League to Share Info With Law Enforcement, Determine Who Can Use Their Services.
The Epoch Times:
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
Morning Preview Links
Earnings of Note
Company/Estimate
- Asian equity indices are -.25% to +.75% on average.
- Asia Ex-Japan Investment Grade CDS Index 87.0 +1.75 basis points.
- China Sovereign CDS 39.0 +1.0 basis point.
- Bloomberg Emerging Markets Currency Index 59.79 +.05%.
- Bloomberg Global Risk-On/Risk Off Index 2,795.0 -6.0 points.
- Volatility Index(VIX) futures 20.20 +.25%.
- FTSE 100 futures +.08%.
- S&P 500 futures -.08%.
- NASDAQ 100 futures -.05%.
Earnings of Note
Company/Estimate
Before the Open:
- (MMM)/2.28
- (ADM)/1.02
- (BSX)/.37
- (GLW)/.51
- (GE)/.03
- (JBLU)/-.74
- (PCAR)/1.39
- (PII)/2.17
- (PHM)/1.73
- (RTX)/.93
- (RGEN)/.52
- (ROK)/2.09
- (SHW)/2.59
- (SIRI)/.07
- (SWK)/2.89
- (UPS)/2.81
After the Close:
- (AMD)/.54
- (GOOG)/19.15
- (AAPL)/1.01
- (BXP)/1.62
- (BYD)/.94
- (CAKE)/.76
- (CB)/3.01
- (JNPR)/.39
- (MXIM)/.85
- (MSFT)/1.92
- (MDLZ)/.65
- (OLN)/1.47
- (SBUX)/.77
- (SYK)/2.12
- (TDOC)/-.54
- (TER)/1.75
- (V)/1.35
Economic Releases
8:30 am EST
- Durable Goods Orders for June is estimated to rise +2.0% versus a +2.3% gain in May.
- Durables Ex Transports for June is estimated to rise +.8% versus a +.3% gain in May.
- Cap Goods Orders Non-Defense Ex Air for June is estimated to rise +.8% versus a +.1% gain in May.
9:00 am EST
- The FHFA House Price Index MoM for May is estimated to rise +1.6% versus a +1.8% gain in April.
- The S&P CoreLogic CS 20-City MoM for May is estimated to rise +1.5% versus a +1.62% gain in April.
10:00 am EST
- The Conference Board Consumer Confidence Index for July is estimated to fall to 123.9 versus 127.3 in June.
- The Richmond Fed Manufacturing Index for July is estimated to fall to 20.0 versus 22.0 in June.
Upcoming Splits
- (GE) 1-for-8
Other Potential Market Movers
- The Eurozone Private Load data report, $61B 5Y T-Note auction and the weekly US retail sales reports could also impact global trading today.
- 9:30 am - 4:00 pm EST
No comments:
Post a Comment