July 30
S&P Oil FX Gold 10Y BTC CLZ6
S&P is up 1.52% | 2:42
Oil is down 0.90% to $83.67 after surging 6.6% in the previous session,
Gold is up $38, extending Wednesday's 2% rally
Dollar index is down 0.96% to 99.91 and near 6-Week low
Japanese Yen Rebounds on Likely Intervention
2Y is 4.238%, lower in yield by 4.3bp
10Y is lower in yield by 1.5bp to 4.669%
The yield curve is steeper by another 2.8bp
Kevin Warsh Asked the Market to Speak. It Answered. | WSJ
Atlanta Fed GDPNow initial estimate for Q3 is set at 5.0%
Cleveland Fed sees July CPI at 0.09 m/m and 3.42 y/y
Dallas Fed Trimmed Mean PCE is +1.4% and the lowest since 2020
Probability of September hike has fallen to 55% from 80% before Fed's decision
A September Rate Hike Is On The Table | RIA
JP Morgan expects rate hike in December instead of remaining on hold in 2026 | Forex
Fed’s Preferred Inflation Index Cooled but Remained Elevated in June
PCE inflation 3.7%. Index decreased 0.1% m/m, First Time Since COVID
Core 3.3%. Index increase 0.1% month-over-month
Initial claims: 197,000
GDP Growth Slows in Q2 to an annualized 1.5%
Personal spending increased by $65.2 billion, or 0.3%
Personal income rose 0.2% month-over-month
AAA gasoline is $4.098 vs $4.091 a week ago
Today’s Peak Digest
UK-Ukraine support, Russian Odessa strikes, Indian protests, Iran and US attacks, Japan yen crisis, US student defaults, OpenAI losses, Fauci hearing, and Telegram charges.
So Many Words, So Little Said
Between Kevin Warsh And Anthony Fauci, Not A Damn Thing Got Said
A vote certifying Fauci's contempt is scheduled for next week | Debt
RFK Jr. says America under Fauci’s leadership suffered TEN TIMES the COVID deaths per million compared to African countries that barely locked down and never forced vaccine mandates.
Omertà: Fully pardoned Fauci took the Fifth to protect someone else | Surber
By accepting the pardon, Fauci admitted committing crimes. Someone helped him. Now he is protecting them. Omertà is code of silence amongst members of a criminal organization (especially the Mafia) that forbids divulging insider secrets to law enforcement.
Fauci took the Fifth, but his diary may have already answered for him Turley on Fox
Dr. Anthony Fauci had every reason to fear Wednesday's Senate hearing after his diary revealed startling contradictions
Dog-and-Pony Shows Will Not Satiate Our COVID Bloodlust
We’re a year and a half into the second Trump administration now; it’s time for indictments for crimes against humanity and military tribunals — and not just of Fauci, who is the figurehead but by no means the only guilty party.
New Hampshire has no tax on sales or individual income. WSJ
Texas, Alaska, Nevada, New Hampshire, South Dakota and Wyoming have no income taxes.
WELCOME TO MONTH SIX OF TRUMP’S FOUR DAY WAR
Was The Latest Iranian Strike On A US Base A Preemptive Strike? | Wauck
It has become apparent that Trump’s reactions are a good measure for the effectiveness of Iranian strikes. If Trump starts foaming at the mouth with threats of imminent total destruction that’s a fairly reliable indicator that there were equipment losses and casualties caused by the strike.
Zelensky's Lackluster DC Tour Upstaged by Another Mass Russian Air Attack on Ukraine | Simp
Politico takes great indulgences in writing that Zelensky “convinced” the Washington establishment that Ukraine can now “win the war”. In doing so, they admit quite openly that the brilliant plan is simply to ‘irritate’ the Russian people into pressuring Putin to come to the negotiating table:
Senate Fan Girls for Zelenskyy then Advances Russian Sanction Bill 86-12 | CTH
In 2024-25, there were 906,248 students in the NYC school system, largest school district in US
Of those students:
16.8 percent of students were English Language Learners
22.4 percent were students with disabilities
75.3 percent were economically disadvantaged
Race or ethnicity:
42.3 percent Hispanic
19.3 percent Black
18.7 percent Asian and Pacific Islander
16.1 percent White
2.0 percent Multi-Racial
1.2 percent Native American
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