Bloomberg:
- China Cities Warn of New Power Outages as Heat Strains Grids.
- U.K. Growth Slowed in June for Most Sectors in Lloyds Survey.
- EU Proposes Ban on Anonymous Cryptocurrency Transactions.
- J&J Jab Against Delta; Japan Warns of Tokyo Cases: Virus Update.
- Asian Stocks Track U.S. Rally as Traders Buy Dip: Markets Wrap.
- Delta From Delta, $22 Trillion Hole, Policy Stability: Eco Day.
- Treasury Rally Pauses for Breath After Yields Take a Hammering.
- Inflation Is Here — These 35 Metrics Tell You How Much to Worry.
- Bankers Need 72-Hour Work Week to Master Job, Says Erdoes.
- JPMorgan Entices Dimon to Stick Around With Surprise Stock Award.
- Schumer Heads for Infrastructure Vote Defeat as Talks Drag.
Wall Street Journal:
- U.S. Set to Drop Opposition to Nord Stream 2 Pipeline.
- The Olympics Are Turning Into a $20 Billion Bust for Japan.
- Chinese Suppliers Shun Xinjiang Workers as U.S. Forced-Labor Ban Looms.
- A Deeper Look at Critical Race Theory.
Fox News:
CNBC.com:
- Biden to nominate Google critic and progressive favorite Kanter to lead DOJ Antitrust Division.
- Corporate earnings will dictate the market’s next move, Jim Cramer says.
- Stocks making the biggest moves after hours: Netflix, Chipotle, United Airlines and more.
- United Airlines to Wall Street: Profit should return next quarter.
- Bitcoin slips below $30,000 ‘key support’ as stock market rebound leaves cryptos behind.
- Netflix lays out mobile games plan that could set a collision course with Apple.
- Chipotle stock heads toward record high after earnings show sales jumped nearly 40%.
- 10 software stocks with sales expected to increase up to 174% through 2023.
Zero Hedge:
- More Than 50% Of Australians On Lockdown As Delta Fears Spread.
- Lawmakers Sound Alarm Over China Purchases Of US Farmland.
- Street Justice: Man Found Dead On Staten Island With "I Touch Little Girls" Scrawled Across His Chest.
- Goldman Flow Desk: No Institutions Bought Today's Dip.
- Over 200 People In 27 States Being Monitored For Monkeypox: CDC.
- California Appeals Court Overturns Anti-Misgendering Law On First Amendment Grounds.
- The Gigantic Holes In Anti-Oil ESG Activism.
- Arkansas Emerges As America's Newest COVID Case 'Hot Spot' As Delta Continues To Dominate.
- "Extremely Disconnected" Energy Stocks Face Explosive Short Squeeze: JPM.
- WTI Tumbles After Surprise Crude Build.
- Massive Short-Squeeze Erases Yesterday's Dramatic Stock Losses.
TheGatewayPundit.com:
- “Dr. Fauci as You Are Aware It is a Crime to Lie to Congress, Section 1001 of the US Criminal Code” — Senator Paul Threatens Liar Fauci with Felony for Lying to Congress (VIDEO).
- “Patriot” Is Hate Speech: MSNBC Warns Viewers to Be on the Lookout for Online Groups That Use the Word “Patriot”.
- FIREWORKS! Senator Rand Paul Rips Arrogant Fauci: “There Will be Responsibility For Those Who Funded the Wuhan Lab, Including Yourself” (VIDEO).
- REVEALED: FBI Played Larger Role in Whitmer Kidnapping Case Than Previously Reported: FBI Informants Helped Hatch the Plot!
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.
- Safegraph.com: Commerce Patterns(graphs).
Night Trading
Morning Preview Links
Earnings of Note
Company/Estimate
- Asian equity indices are unch. to +1.0% on average.
- Asia Ex-Japan Investment Grade CDS Index 86.0 +.5 basis point.
- China Sovereign CDS 38.0 -.5 basis point.
- Bloomberg Emerging Markets Currency Index 59.70 +.02%.
- Bloomberg Global Risk-On/Risk Off Index 2,607.0 +36.0 points.
- Volatility Index(VIX) futures 21.40 -.4%.
- FTSE 100 futures +.57%.
- S&P 500 futures +.20%.
- NASDAQ 100 futures +.08%.
Earnings of Note
Company/Estimate
Before the Open:
- (ANTM)/6.34
- (ASML)/2.49
- (BKR)/.16
- (KO)/.56
- (CMA)/1.60
- (HOG)/1.18
- (IPG)/.43
- (JNJ)/2.29
- (KNX)/.88
- (NDAQ)/1.73
- (NVR)/72.43
- (SAP)/1.17
- (STX)/1.88
- (VZ)/1.30
After the Close:
- (CCI)/1.63
- (CSX)/.37
- (DFS)/3.74
- (KMI)/.19
- (LSTR)/2.35
- (LVS)/-.17
- (SLG)/1.62
- (THC)/1.07
- (TXN)/1.85
- (VMI)/2.50
- (WHR)/6.00
Economic Releases
10:30 am EST
- Bloomberg
consensus estimates call for a weekly crude oil inventory decline of
-3,912,820 barrels versus a -7,896,000 barrel decline the prior week.
Gasoline supplies are estimated to fall by -1,047,800 barrels versus a
+1,038,000 barrel gain the prior week. Distillate inventories are
estimated to rise by +1,161,100 barrels versus a +3,657,000 barrel gain
the prior week. Finally, Refinery Utilization is estimated to rise by
+.31% versus a -.4% decline prior.
Upcoming Splits
- None of note
Other Potential Market Movers
- The Senate procedural vote on $1.2T infra bill, 20Y T-Bond auction and the weekly MBA Mortgage Applications report could also impact global trading today.
- 9:30 am - 4:00 pm EST
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