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Doesn't matter who wins election, Fed will start cutting rates in September and proceed into 2025: Citi
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Global S&P Futures mixed in premarket
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Wells Fargo urges investors to 'position for the economy, not the election'
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Kansas City Fed Manf. -13 vs -5 Expected
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Barclays: Several signs pointing to a short squeeze in markets
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Despite market pullback earnings still likely to support confidence: UBS
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Durable Goods (Jun P) -6.6% vs 0.3% Expected, Ex-Trans 0.5% vs 0.2%
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Core PCE QoQ (2Q A) 2.9% vs 2.7% Expected
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GDP Annualized QoQ (2Q A) 2.8% vs 2% Expected
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Initial Jobless Claims 235K vs 238K Expected
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Bets on a double Fed rate cut in September surge
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Global S&P Futures mixed in premarket
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S&P 500 Falls 2.3% In Biggest Decline Since December 2022 - Bloomberg
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New Home Sales (Jun) 617K vs 640K Expected
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S&P Global US Manufacturing PMI (Jul P) 49.5 vs 51.6 Expected
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Advance Goods Trade Balance (Jun) -$96.8B vs -$98.7B Expected
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Wholesale Inventories (Jun P) 0.2% vs 0.5% Expected
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MBA Mortgage Applications -2.2% vs 3.9% Prior
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BofA: S&P 500's summer rally hits a wall at 5600s
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Nvidia revenue can 10x to $1 trillion by 2030, says Fundstrat’s Lee
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Global S&P Futures down in premarket
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Harris Leads Trump 44% to 42% in US Presidential Race - Reuters/Ipsos Poll
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Biden Speech on Withdrawing From Race Set for Wednesday - WaPo
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Richmond Fed Manf. Index -17 vs -6 Expected
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Existing Home Sales (Jun) 3.89M vs 3.99M Expected
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What are the market implications of Trump 2.0? Macro strategists discuss
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Philadelphia Fed Non-Manufacturing Activity -19.1 vs 2.9 Prior
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Position levels for Nasdaq are still extended, Citi warns
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BofA: Weekly equity outflows hit $7bn led by institutional clients and hedge funds
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Global S&P Futures mixed in premarket
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Goldman: US small cap rotation triggered by macro, boosted by positioning
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Harris Campaign Aims to Have Enough Delegates to Secure Nomination by End of Day on Wednesday - Reuters
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Former Attorney General Eric Holder and His Law Firm Will Vet Potential VP Candidates for Kamala Harris - Reuters
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Nancy Pelosi Endorses Kamala Harris for President
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Will the rotation trade continue or fizzle out? UBS weighs in
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Does business cycle matter more than the election outcome? Morgan Stanley answers
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Chicago Fed Nat Activity Index (Jun) 0.05% vs -0.09% Expected
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Stock market overbought, experiencing minor selloff: Yardeni
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Goldman sees modest pickup in U.S. GDP growth in H2
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Analysts weigh in on Biden dropping out of White House race
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These analysts say buy "old school" capex over AI. Here's why
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Citi: Productivity gains a tailwind to S&P 500 earnings
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Global S&P Futures mixed in premarket
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Joe Biden drops out of US presidential race, endorses Kamala Harris
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Joe Biden drops out of US presidential race
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Is the bull market broadening or rotating? Yardeni answers
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7 key characteristics of bubbles – Are we in one?
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UBS explains why central bank independence is so important
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Four things that will fuel the stock market melt up
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White House Spokesman Says NBC Report On Biden Family 'Wrong' - Bloomberg
