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Durable Goods (May F) -6.7% vs -6.6% Prior, Ex-Trans 0.4% vs 0.5%
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Evercore See 3 Rate Cuts in 2024, Possible 50bps in September
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Factory Orders (Jun) -3.3% vs -3.2% Expected
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Traders See 90% Chance Of A Half-point Cut In September - Bloomberg
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Change in Nonfarm Payrolls (Jul) 114K vs 175K Expected, Unemployment Rate 4.3%
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Stocks are falling because bad news is bad again
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Investors should sell stocks at first rate cut amid growing 'hard landing' risks - BofA
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SPDR S&P 500 ETF Trust (SPY) call put ratio 1 call to 1 put on 11M contracts
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Global S&P Futures mixed to lower in premarket
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Equity sentiment 'incrementally more bullish': BofA
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Fed Swaps Fully Price In Three Interest-rate Cuts By Year-end - Bloomberg
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US manufacturing gauge drops to eight-month low
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Construction Spending (Jun MoM) -0.3% vs 0.2% Expected
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ISM Manufacturing (Jul) 46.8 vs 48.8 Expected
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S&P Global US Manufacturing PMI (Jul F) 49.6 vs 49.6 Expected
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Nonfarm Productivity (2Q P) 2.3% vs 1.8% Expected
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Initial Jobless Claims 249K vs 236K Expected
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Global S&P Futures mixed to lower in premarket
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Iran’s Leader Orders Attack on Israel for Haniyeh Killing, Officials Say - NYT
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Powell: Rate Cut Could Be On The Table At The September Meeting
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Fed's Powell: Second Quarter Inflatiopn Data Adds to Confidnece
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Fed keeps rates steady, but acknowledges inflation progress
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Fed Holds Rates at 5.25% to 5.50%
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Pending Home Sales 4.8% vs 1.4% Expected
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MNI Chicago PMI (Jul) 45.3 vs 45 Expected
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Employment Cost Index (2Q) 0.9% vs 1% Expected
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US equities saw bulk of inflows in July, UK outflows stopped: Barclays
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Tech sector should see 20-25% Q2 earnings growth: UBS
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Global S&P Futures higher in premarket
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Kamala Harris Leads Donald Trump 43% to 42% Among Registered Voters, Within 3.5 Point Margin - Reuters/Ipsos Poll
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The Federal Reserve meeting starts today. Here’s what analysts are expecting
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Harris and Her VP Pick Will Tour Battleground States Next Week - Reuters
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US July Consumer Confidence 100.3 vs 99.7 Estimate
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US June Job Openings 8.184M vs 8.000M Estimate
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Last week saw a third week of equity selling - BofA
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S&P CoreLogic Case-Shiller 20-City Indx Up 6.8% Y/Y vs 6.6% Estimate
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Politics heats up, the economy cools down: UBS
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Global S&P Futures mixed in premarket
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Tech valuations have become attractive again: UBS
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RBC: US equity flows remain strong, on guard for end to pullback
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Dallas Fed Manf. Activity -17.5 vs -14.2 Expected
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BTIG: Market correction has more room to run
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Morgan Stanley: Get comfortable with election outcome uncertainty
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Momentum traders still long S&P 500 and NASDAQ 100 'could be gradual sellers now': BofA
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Global S&P Futures mixed in premarket
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Morgan Stanley sees little support for broad rotation into cyclical stocks
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Which sectors would win under a clean Republican sweep in the US election?
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What would Trump 2.0 mean for inflation, energy policy and trade
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What's next for equities? UBS weighs in
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How can investors deal with geopolitical risks? UBS answers

