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Business Inventories (May) 0.5% vs 0.5% Expected
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NAHB Housing Market Index (Jul) 42 vs 43 Expected
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Andreessen, Horowitz Plan to Donate to Trump PAC - The Information
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Investors still bullish but growth expectations down at 2-year low, BofA survey shows
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BofA: Clients offloaded $3.3 billion of US equities as Q2 earnings kick off
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Citi: Nasdaq positioning at a 3-year high amid rising odds of rate cuts
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Import Price Index (Jun MoM) 0.0% vs -0.2% Expected
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Retail Sales Advance (Jun MoM) 0.0% vs -0.3% Expected
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Global S&P Futures mixed in premarket
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Trump Picks Ohio Senator JD Vance As His Running Mate
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Biden to Announce Plan to Cap Rents at 5% Nationwide - WaPo
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1.3M Member Teamsters Union Considers no Endorsement of Biden or Trump - Reuters
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Inflation data boosted confidence, Powell says, as Fed inches toward rate cuts
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Latest on Donald Trump's VP Picks
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Powell: Labor Market Essentially no Tighter Than Pre-pandemic
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Empire Manufacturing (Jul) -6.6 vs -8 Expected
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Global S&P Futures mixed in premarket
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Goldman Sachs says this is 'a key indicator for the durability of the AI trade'
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Trump says he is 'fine' after incident at Pennsylvania rally
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Trump rushed off stage at Pennsylvania rally after possible gunfire
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Jefferies says AI is already a bubble. But the bubble will likely get bigger
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What's next for sustainable investing in 2024
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Why is diversification unsatisfying but important? UBS answers
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Q2 earnings season preview: What to expect from corporate America
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U of M 1 Yr Inflation (Jul P) 2.9% vs 2.9% Expected, 5-10 yr 2.9% vs 3%
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U of M Sentiment (July P) 66 vs 68.5 Expected
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S&P 500 earnings preview: Street expects highest quarterly EPS growth since 2021
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BofA: Cash sees biggest weekly inflow in two months, crypto attracts $1 billion
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PPI Final Demand (Jun) 0.2% vs 0.1% Expected; Ex-Food and Energy 0.4% vs 0.2%
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Global S&P Futures mixed in premarket
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Fed's Musalem: Don't See a Recession as Likely, See Around 20% Odds
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JPMorgan now sees Fed cutting in September instead of November
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UBS: Door is wide open for rate cuts
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Fed Swaps Fully Price In Quarter-point Rate Cut In September - Bloomberg
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Cut at Fed's next meeting in July is still unlikely, odds tilting towards September - RBC
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Fed will continue to lay the groundwork for a cut in September - Natixis
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Natural Gas Inventory +65 bcf vs +59 bcf Expected
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September rate cut incoming - Wells Fargo
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Traders See 25% Chance Of Third 25Bp Fed Cut In 2024 - Bloomberg
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Initial Jobless Claims 222K vs 235K Expected
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CPI (Jun YoY) 3% vs 3.1% Expected; Ex-food and Energy 3.3% vs 3.4%
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CPI (Jun MoM) -0.1% vs 0.1% Expected; Ex-food and Energy 0.1% vs 0.2%
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Barclays downgrades Value stocks, reaffirms its preference for Momentum
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Hedge funds turn bullish as their equity exposure is the largest since April 2023
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Global S&P Futures mixed in premarket
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June CPI preview: Here’s what economists expect
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Where will US inflation settle?
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Wholesale Inventories (May F) 0.6% vs 0.6% Expected
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Global S&P Futures mixed in premarket
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Powell: Labor Market Appears To Be Fully Back In Balance

