July 31
News
Consumer Sentiment Revised Higher to Five-Month High
Week Ahead: U.S. Jobs Data in Focus
There is other labor data in the JOLTS and ADP report. ISM PMIs, factory orders, and the trade balance
Mkts 2Y 10Y 30Y
10Y rose 6.8bp to 4.745%, highest level since January 2025 | 2L46
Gold is $4,048, down 1.35% but is on track for its first monthly gain in five months
Crude oil is up to $84.73, extending its monthly advance to more than 20%
Dollar index is 99.94, on track to decline more than 1% for the week
BTC is $63,014
US to continue attacks on Iran: Trump | AlJz
Pfizer Altered America’s Cheese Supply | Arm
Spain says 48,000 Moroccans have left Ceuta, returned home. | CFP
Fed hikes by yearend: 34 bps (68% probability of rate hike at the next meeting) | Forex
A people’s guide to the ‘Commie Corridor’ of Brooklyn and Queens | Goth
Europe Heads Into Winter With Its Weakest Gas Cushion In 15 Years | Hot
Why are any Jews still Democrats? | Insta
Maine Dems Swap Nazi Senate Candidate for Guy Who Fathered Kids With His Second Cousin | Insta
However you cut this Fauci business, one thing Americans have learned | Kunst
U.S. (Again) Blocks Strait Traffic. This ain’t gonna solve Trump’s problem | Moon
Saudis rearrange deck chairs on their Titanic as IRCG documents their successful F-35 hits | Naked
The Stay Free Alberta petition met the threshold for an independence referendum | Peak
One Analyst Says The Fed Put Is Officially Dead | QTR
Mamdani Won't Rule Out Slavery Reparations | Sail
Land Blockade on Iran Being Considered by US, Israel - Reports | Sput
Russian Strike on US Drone Factory. NATO’s Overseas MIC Footprint Is Fair Game | Sput
The U.S.-Iran ceasefire is bogus, and the aim is only to bring down oil prices | TrendN
The Media Takes the Fifth and Denounces Those Questioning Fauci as an “Assault on Science” | Turley
Italy Suspends Schengen Travel Agreement With Spain After Horrifying Ceuta Invasion | Zero
Spain's Border Invasion Is An Optics Disaster For Open-Border Democrats | Zero
Entire Russian City Enveloped In Smoke & Darkness After Major Refinery Attacked | Zero
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