Monday Watch

Around X:

• @Business 

• The US and EU agreed to deal that will see the bloc face 15% tariffs on most of its exports.
• US and China are expected to extend their tariff truce by another three months, the South China Morning Post reported, citing unnamed sources. 
• China’s industrial earnings fell for a second straight month, with authorities set to intensify their drive to rein in excessive competition that’s dragging down prices and compounding the pain from US tariffs. 
• Canada’s AtkinsRealis Group plans to apply for a US nuclear reactor license in a bid to leverage President Donald Trump’s atomic power initiative, the Financial Times reported
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• Japanese PM Shigeru Ishiba is having no second thoughts about staying in office despite growing calls for him to step down after last week's election setback.
• Samsung struck a 22.8 trillion won ($16.5 billion) agreement to produce chips for an unidentified client. 
• Thai and Cambodian leaders are set to hold talks on Monday in a bid to end the deadliest clash between the two Southeast Asian nations in over a decade
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• Israel rolled back curbs on aid distribution in a bid to defuse a growing international outcry over the hunger crisis convulsing the shattered Palestinian enclave
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• Here’s the latest news and analysis on the oil market.
   
• Breaking: Boeing faces a risk of a strike in its St. Louis defense hub after union workers rejected a contract offer that would boost their wages by 20% over four years. 
• Federal Reserve officials are determined to hold interest rates steady a little while longer, though an increasingly contentious debate at this week’s policy meeting may bolster expectations for rate cuts in the fall.
• Investors looking to protect against a pullback in stocks are venturing beyond plain-vanilla options.
• On display at the “X Takeover” event was Tesla’s forthcoming “Cybercab” as well as the Optimus humanoid robot. 
• Citigroup launched a premium credit card designed to rival ones offered by JPMorgan Chase and American Express. 
• Get up to speed on what's moving global markets. 
• Here's what you need to know to start your day. 

• @Zerohedge  

• BREAKING: President Trump hits MAJOR HOME RUN with a massive European Union trade deal while in Scotland...victory. 'ZERO TARIFF.' Experts lose again. "The EU is going to purchase from the US $750 BILLION worth of energy...Agree to invest $600 billion. Agree to open up their countries at zero tariff." "They are agreeing to purchase a vast amount of military equipment." "We are agreeing that the tariff straight across for automobiles and everything else will be a straight across tariff of 15%. We have a tariff of 15%, we have the opening up of all of the European countries...$750 billion worth of energy, and $600 billion of investments in the United States over and above what they have." "That basically concludes a DEAL." DEALMAKER IN CHIEF. THEY SAID IT WAS NOT POSSIBLE. This was months in the making. (video)
• Data centers will represent between 6.7% (low end) and 12% (high end) of all US energy use by 2028, a difference of 255 terawatt-hours of energy, equivalent to the energy consumption of over 24 million households - Lawrence Berkeley National Laboratory.
• Top 7 Observations From Goldman's Tech Trader Ahead Of Mag 7 Earnings Tsunami.
• Media Matters Meltdown: Lefty Watchdog Teeters On Bankruptcy Amid Legal Fights And Donor Exodus.
• This Scene Perfectly Defines The Fake Legacy Media...
• NEW: NY Times Pulitzer winner Jeff Gerth: "The media isn't looking for Russiagate scoops nor will they fairly present the ones others get if they reflect poorly on their prior reporting. Theyre in a defensive posture & arent inclined to report deeply on anything that helps Trump".
• Dem Strategist Juanita Tolliver: The Democrat party needs to go all in for Mamdani if they want to improve their favorability ratings. (video)
• US Sanctions Maduro-Linked Venezuelan 'Cartel Of The Suns' As Terrorist Entity. 
• The Biden family is going scorched earth after getting pushed out of power in the Democratic Party, and Hunter is their designated kamikaze pilot. Joe’s memoirs got a relatively paltry advance, there are no more board seats or corporate advisory roles, and no one wants to pay Joe or Lady Macbeth the $500k per speech the Obamas and Clintons can command, so the family has nothing to lose. The message is, “find a way to get us money, or we’ll have our charismatic, F-bomb-dropping prodigal son spend the next 15 months nuking your donors and leaders going into the midterms, and the media will eat it up every step of the way.”
• Extremism Masquerading As Activism. 
• 11 Stabbed In Attack At Michigan Walmart.
• Bongino Declares He's "Shocked To The Core" By FBI Deep State Investigations.
• China, US Extend Tariff Pause Another 90 Days.
• Is The Epstein Affair A Watershed Moment?  
• German Police Raid AfD MEP's Property For The 22nd Time.
• Bottom line: Brennan's CIA suppressed real intelligence and fabricated fake intelligence to frame Trump as a Russian conspirator and destroy his presidency. The ICA was a frame job, pure and simple. 
• Bovard: Waco, Epstein, & Washington's War On Truth.
• BREAKING: Senate Intel ranking Dem Mark Warner turned away an intel analyst who worked on the ICA & approached his office "numerous times" to blow whistle on CIA Dir Brennan juicing bad intel on Russia and Trump, but Warner refused to even give him email address to send evidence.
• Randi Weingarten just announced "a partnership with the World Economic Forum to create a curriculum.." (video)  
• Five Crucial Facts From The House Intel Report On 2016 Russian Interference.

• @CNBC

• How the U.S.-EU trade deal impacts America's imports overall: Tariff simulator.

• @GatewayPundit

• How Much Slavery Is in Cali? GOP Probe Aims to Find Out After ICE Raid Uncovers Child Labor Abuse.
• UK DYSTOPIA: British Police Forms ‘Elite Team’ to Monitor Social Media Searching for ‘Anti-migrant’ Posts, as Leftist Labour Government Braces for Citizens’ Revolt.
• Harmeet Dhillon Says Justice Department Will Monitor Local Investigation of Vicious Attack on White People in Cincinnati Caught on Viral Video.
• America First Legal Files Complaint Over Civil Rights Violations At John Hopkins School Of Medicine.
• Trump Administration Launches Investigation into Universities Suspected of Giving Scholarships to Illegals.  
• Google Silences Conservative Media. 

• @MarioNawful

• TRUMP ACCUSES KAMALA OF ILLEGAL CELEBRITY BUYOUTS. Trump says Democrats blew millions on celebs just to look cool, and totally broke the law doing it. According to him, Beyoncé got $11M, didn’t sing a single note, and still got booed. Oprah scored $3M just for “expenses,” and Al Sharpton pocketed $600K for… existing? Trump’s calling it illegal, fake, and desperate. He says Kamala should be in serious trouble for paying celebs to like her.
• AI BEATS DOCTORS IN PREDICTING SUDDEN CARDIAC DEATH. A Johns Hopkins team has built an AI tool - MAARS - that can predict sudden cardiac death in at-risk patients with up to 93% accuracy, dramatically outperforming current clinical guidelines. The system scans MRI images and patient records to spot hidden heart scarring, a major but often-missed red flag in conditions like hypertrophic cardiomyopathy, which can kill without warning - even in healthy-seeming athletes.

• @LauraLoomer.

• @JohnCornyn can’t win the Texas Senate GOP Primary. When is he going to drop out? Senator John Cornyn Busted for Manipulating Trump Rally Audio to Deceive Texas Voters.

• @OcrazioCornPop

• TRUMP CALLS OUT THUNE: The Senate plans to take a 39-DAY RECESS starting August 1, with 135 Trump nominees "backlogged" and 50 OPEN Federal Judge positions. Johnson and Thune plan to convene-and-adjourn every 4 or 5 days to block Trump from making any recess appointments. “This is very Important. Republicans must play to win. Clear the 135. So badly needed!” - @realDonaldTrump. WHAT IS YOUR MESSAGE TO @LeaderJohnThune?

• @CharlieKirk11

• Charlie Kirk on @foxandfriends: “One out of four of all home purchases in the last year were out of these firms like BlackRock that come in and are bidding out first time home buyers.” We need to put a stop to this. (video)

• @GeneralFlynn

• Among those who must be prosecuted for seditious conspiracy and treason is Robert Mueller who attempted to remove a duly elected president on the basis of what he knew was fabricated evidence. 100% AND this must be done immediately!

• @amuse 

• CENSORSHIP: President Trump's State Department has announced it is coming to the defense of Elon Musk's X after France labeled it an organized crime group and opened a criminal investigation.

• @TCNetworkFans 

• FLASHBACK: Chuck Schumer threatens Rupert Murdoch on the Senate floor after Tucker received the J6 footage. This led to FOX firing Tucker Carlson. Meanwhile, CBS axed Stephen Colbert over his show losing $40M/year. Spare me the fake Democrat cries. (video)

• @ShadowofEzra

• Filmmaker and stuntman Mike Smith claims top-level Hollywood demands a blood sacrifice or transitioning a child as a symbolic act of loyalty to a false god. He points to the rising number of stars with trans children, calling it part of a dark ritual. Smith asks how many more celebrities must lose loved ones in tragic “accidents” before people see the pattern. (video)

• @GuntherEagleman

• BREAKING: CIA Director John Ratcliffe just confirmed that John Brennan, James Comey, and Hillary Clinton are likely to be INDICTED over their involvement in Russiagate! (video)

• @BigSteve207

• Each dot on this map represents a residential, multifamily or commercial property flagged by DHS as linked to Asian Transnational Organized Crime. In my view, this map radically underestimates the scale of control Chinese drug and human trafficking cartels have in Maine. (map)

• @EricLDaugh

• BREAKING: The European Union just WITHHELD $1.7 billion from Ukraine over concerns of "corruption" in Zelensky's government. Zelensky's "glow" among Europe may be "dimming," per NYT. FINALLY! Time to cut off the gravy train.

• @newstart_2024

• Obama Admin Co-Owned mRNA Vax With Moderna—YEARS Before COVID! Docs prove NIH & Moderna signed a confidential vaccine deal in 2015—jointly owning mRNA coronavirus vax tech. Tech handed to Dr. Ralph Baric (yes, that Baric). "Frankenstein coronavirus" research in motion under Obama. So no, this was never "Trump’s vaccine." The blueprint was set—long before the pandemic. (video)
• Tucker Carlson’s Take: "The COVID Vax is Pure Evil – Its Makers Belong in Prison". " I feel emotional on the subject knowing a lot of people who've been injured or killed by the vax. I think it's completely evil, and I'm shocked by the fact that it was just authorized, the Moderna vax for kids was authorized. So I feel very emotional about that, and I feel like that's almost like a by ammo moment when they do that. I mean, I don't hear a nuanced view of that." "Like, no. I think the people who make it should go to prison. I think their immunity should be stripped tomorrow by the United States Congress. I think it's a deadly product. I think the whole thing is evil." (video)

• @americasgreat

• BREAKING: Susan Miller, retired CIA, who is calling Tulsi Gabbard a liar, and Pres Trump a Russian asset still retains the same security clearance as the U.S. president, minus the nuclear info. WHY? She was part of the Russia Collusion project.

• @mazemoore

• 2021. After Melinda Gates let the world know that Bill's relationship with Jeffrey Epstein was something she found extremely troubling, Bill went on Anderson Cooper to do clean up. The interview was over twenty minutes. Almost all of it was discussion of vaccines and Cooper praising Gates for his global health work. One question about Epstein. Gates told Cooper that he hung out with Epstein AFTER Epstein was a convicted sex offender because he wanted money for global health. Cooper had no follow up questions. In fact he apologized to Gates for what he was going through. Now Cooper can't stop talking about Trump and Epstein. He's so curious now. He'll do half a show on a birthday card he's never seen. (video)

• @IAPolls2022

• Pew Research: Party Affiliation - 2018 vs 2025. 2018: Dem 50-42%. 2025: GOP 46-45%... (table)
  

• @StockSavvyShay

• 10 BIGGEST WINNERS FROM U.S.–EU DEAL: 1. $NVDA | NVIDIA 2. $PLTR | Palantir 3. $TSLA | Tesla 4. $AVGO | Broadcom 5. $EOSE | Eos Energy 6. $AMD | Advanced Micro Devices 7. $MU | Micron 8. $OKLO | Oklo 9. $NBIS | Nebius 10. $ASML | ASML

• @BehizyTweets

• Even the fake news reporters couldn't believe how good Trump's trade deal with the European Union is. After hearing the details of the deal, a reporter had to ask: "What are the US concessions? What is the US giving up in the deal, if anything?" Ursula von der Leyen: "The starting point was an imbalance, a surplus on our side and a deficit on the US Side. And we wanted to rebalance the trade relations. And we wanted to do it in a way that trade goes on between the two of us across the Atlantic, because the two biggest economies should have a good trade flow between us. And I think we hit exactly the point we wanted to find." (video)

• @C_3C_3

• Remember… Josh Pitcock was Mike Pence’s Chief of Staff. Pitcock’s wife Katherine worked for Peter Strzok. Peter Strzok and Lisa Page wanted to recruit informants to spy in the White House. Mike Pence was a traitor from the beginning. Mike Pence was part of Obama’s coup.

• @endwokeness

• Zohran Mamdani: "Abolish property" (Lives in $2M apartment in Chelsea) Zohran Mamdani: "Defund police" (Has armed guards protecting him) Zohran Mamdani: "Eat the rich" (His parents are both millionaires) Communism in a nutshell.

• @RodDMartin

• BREAKING: Trump just rebalanced trade with the EU. After decades of one-sided deals, Trump made Europe open its markets, buy $150B in U.S. energy, and invest $600B in America. Even EU Commission President von der Leyen called it “heavy lifting.” Here’s what just happened. (thread)

• @JackPosobiec

• Did You Know: The FBI ran a covert op in the 90s called PATRIOT CONSPIRACY - PATCON PATCON formed fake white militias to entrap unwitting civilians in violent crimes, and a whistleblower claimed one was Oklahoma City Who ran the OKC investigation for Reno? Merrick Garland.

• @ProudElephantUS 
  

• HOWARD LUTNICK: “The tariff revenues are amazing — $700 BILLION a year. That's just net new money the government never had before. You take that for ten years, that's $7 TRILLION.” This is HUGE! (video)

• @menlobear

• "grok which US publicly traded companies should benefit most from the new US trade deal with the EU?" . Here are some of the sectors and specific companies mentioned in the search results:Based on the new trade deal between the US and the EU, several US publicly traded companies across different sectors could benefit, particularly from the reduction of previously threatened higher tariffs and increased EU investment/purchases.

Night Trading

• Asian indices are -.25% to +.5% on average.
• Asia Ex-Japan Investment Grade CDS Index 68.25 -.5 basis point.
  
• China Sovereign CDS 40.25 -.75 basis point.
• China Iron Ore Spot 103.0 USD/Metric Tonne -.33%.
• Polymarket: Which Countries Will the US Agree to Tariff Agreements with Before August?

• China 57.0% +48.0 percentage points
• India 22.0% -3.0 percentage points.
• South Korea  64.0% +17.0 percentage points.
• Mexico 28.0% -1.0 percentage point. 

• Swiss Franc/Offshore Chinese Renminbi Cross 9.0 +.06% 
  
• Bloomberg Emerging Markets Currency Index 36.7 +.01%.
• Bloomberg Global Risk-On/Risk Off Index 80.9 -1.6%.
• US 10-Year Yield 4.39% +1.0 basis point.
  
• Volatility Index(VIX) futures 17.4 -2.6%. 
• Euro Stoxx 50 futures +.89%.
• S&P 500 futures +.38%.
• NASDAQ 100 futures +.50%.

Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and industrial shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 100% net long heading into the week.