Bloomberg:
- China Traders Add to Bets on Easing as Economic Prospects Dim.
- Yesterday’s Wars Didn’t Prepare the Pentagon for Tomorrow’s China.
- Tokyo Shows an Inflation Pulse for the First Time in a Year.
- Korea’s Inflation Quickens as Central Bank Mulls Rate Hike.
- Asia Stocks Set to Dip as Growth Risk Boosts Bonds: Markets Wrap.
- Crude Oil Steadies as Investors Size Up Delta’s Threat to Demand.
- September Taper Talk, N.Z. Housing Curbs, Debt Ceiling: Eco Day.
- ‘Very Real Fourth Wave’ Presses FDA to Fully Approve Covid Shots.
- Soaring Aluminum Drives Up Cost of Everything From Beer to Foil.
- Smallest U.S. Firms Lost Revenue Last Year, Fed Survey Finds.
- A Top Zinc Miner Is Hunting for Copper in an Electrifying World.
Wall Street Journal:
- The Infrastructure ‘Pay-Fors’ That Aren’t.
- Portland Can’t Find Police for Gun-Violence Unit.
- Yellen to Enact Steps to Avoid Breaching Debt Ceiling.
- Federal Labor Official Recommends Alabama Amazon Workers Hold New Vote, Union Says.
- Delta Variant Stalls Asia’s Economic Recovery.
- Fuel-Efficiency Standards Are Set to Get Tougher. The Question Is by How Much.
Fox News:
CNBC.com:
- How language in the infrastructure bill could roil the crypto markets.
- Cramer says it is the ‘height of irresponsibility’ to invest in Chinese stocks right now.
- Goldman Sachs joins Wall Street rivals in boosting junior banker salaries.
- Mall owner Simon Property says sales at its centers returned to pre-pandemic levels in June.
- Stocks making biggest moves after hours: Simon Property Group, Take-Two Interactive and more.
Zero Hedge:
- Bay Area Imposes Mandatory Masking As Cuomo Demands Private Businesses Ban Unvaxxed.
- Beijing Quietly Issued 'Buy Chinese' Procurement Guidelines For Hospitals & State Companies.
- IMF Creates Record $650 Billion Slush Fund For Pandemic Relief.
- Trump Amends Big Tech Lawsuit As 65,000 Americans Submit Censorship Stories.
- Evictions Start With Nancy Pelosi & The House On A 7-Week Break.
- Delta Wave Has Likely Peaked In UK, Europe, Goldman Analysts Say.
- Drought, Frost Plunge Brazil's Second Corn Yields To Decade Low.
- US Women's Soccer Team Smoked By Canada; Rapinoe Mocked.
- Turley: The Biden Administration Goes To War With The "Non-Vacs".
- Obama Risks Superspreader Event As 700 Expected To Attend 60th Birthday Party At Martha's Vineyard Mansion.
- Fmr US Intel Boss: COVID Lab Leak "Very Close To A Certainty" After Seeing 'Most Sensitive Intel' Related To Pandemic.
- Stealth QE Is Over: Treasury Projects Adding $350BN In Cash By Dec 31, Reversing "Liquidity Tsunami".
- World's Largest Pension Fund Slashes US Treasury Exposure By Record Amount.
- Fauci, HHS "Hiding Something" With Redacted Emails: Sen. Johnson.
- Stocks, Bond Yields, & Crude Tumble As ISM Peaks & Fed Speaks.
Newsmax:
TheGatewayPundit.com:
- Third DC Metro Police Officer Who Was at Capitol on January 6 Dies by Suicide.
- Drone Footage Shows Hundreds Of Migrants Held By Border Patrol Under Texas Bridge – Biden To Provide Them Free Hotels, Plane Tickets, Lawyers.
- 74% of Covid-19 Cases in “Cape Cod Cluster Outbreak” Were Fully Vaccinated.
- CCP Chairman Jack Sellers Delivers Letter To Senate After Defiance of Subpoenas — Senator Wendy Rogers Calls for Treason Charges.
- FBI Agents with Shields, Weapons Drawn, Raid SoCal Home of Non-Violent January 6 Protester who Walked Through Capitol, Took Photos (VIDEO).
- JUST IN: Fully Vaccinated GOP Senator Lindsey Graham Reveals Covid-19 Infection – Experiencing Flu-Like Symptoms, Goes Into Quarantine.
- Sky News Ban: “Big Brother is a Bunch of Woke Billionaires in T-Shirts and Sneakers Imposing their Millennial Activism on the World”.
- COVID Rules are for the Little People: 400,000 Fans and Mask-less Lori Lightfoot Party at Lolla Palooza Chicago Festival (VIDEO).
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 +.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 89.75 -.25 basis point.
- China Sovereign CDS 39.0 -.5 basis point.
- Bloomberg Emerging Markets Currency Index 60.20 +.03%.
- Bloomberg Global Risk-On/Risk Off Index 2,562.0 +12.0 points.
- Volatility Index(VIX) futures 22.3 -1.9%.
- FTSE 100 futures -.04%.
- S&P 500 futures +.29%.
- NASDAQ 100 futures +.20%.
Earnings of Note
Company/Estimate
Before the Open:
- (BABA)/14.29
- (ATI)/-.19
- (BP)/.10
- (CLX)/1.31
- (COP)/1.13
- (CMI)/4.03
- (DISCA)/.83
- (DISH)/.86
- (DD)/.95
- (ETN)/1.57
- (LLY)/1.89
- (EXPD)/1.63
- (IT)/1.73
- (IGT)/.23
- (LDOS)/1.58
- (LGIH)/3.91
- (LPX)/4.38
- (MAR)/.46
- (NKLA)/-.40
- (PSX)/.60
- (PBI)/.05
- (RL)/.86
- (SEE)/.78
- (SWI)/.22
- (UAA)/.06
- (ZBH)/1.86
After the Close:
- (ATVI)/.75
- (AKAM)/1.38
- (AMGN)/4.01
- (CAR)/1.27
- (CZR)/-.28
- (COHR)/1.65
- (HST)/.03
- (H)/-.85
- (LSCC)/.22
- (LYFT)/-.25
- (MTCH)/.55
- (MCHP)/1.91
- (MYGN)/-.11
- (NCR)/.62
- (OXY)/.03
- (PRU)/3.09
- (RNG)/.28
- (SPWR)/.04
Economic Releases
10:00 am EST
- Factory Orders for June is estimated to rise +1.0% versus a +1.7% gain in May.
Afternoon:
- Wards Total Vehicle Sales for July is estimated to fall to 15.3M versus 15.36M in June.
Upcoming Splits
- None of note
Other Potential Market Movers
- The Fed's Bowman speaking, China Services PMI report, weekly US retail sales reports, Jefferies Industrials Conference and the Keefe Bruyette Woods Community Bank Conference could also impact global trading today.
- 9:30 am - 4:00 pm EST
No comments:
Post a Comment