August 5
Mkts 2Y 10Y 30Y
S&P is up 0.09% | 2:17
Oil is down 0.83%
Gold is up $178 or 4.37%
US Dollar Index is down 0.19%
2Y is 4.194%, lower in yield by 1.2bp | 2:17
10Y is 4.621%, higher in yield by 0.2bp
Zero
Voice phishing or 'vishing' is tricking employees into revealing sensitive information
Ken Klippenstein
Abdul El-Sayed’s victory is earthquake for Democratic Party old guard. Basically the entire Democratic Party leadership supported Haley Stevens, who outspent El-Sayed eleven to one amid a relentless campaign of warnings about how bad news bears he would be for state, party, country — but lost. But the media’s response? ‘He didn’t win by that much,’ ‘Now comes the hard part, the general election,’ and so on.
News
ADP national employment +44K vs +70K expected
Weakest Job Gains In 6 Months | Zero
ISM services index 54.1 vs 54.5 expected
Iran
Hormuz deal draws closer as Houthis claim tanker attack
Cradle
Iran–Oman deal on Strait of Hormuz ‘near completion’: Tehran
AlJz
Iran says it agreed coordinates of Hormuz route with Oman
Zero
Oil Markets Price In An Iran Deal That Does Not Exist Yet
Forex
Non-farm payrolls is expected at +80k vs +57 prior
Unemployment rate is expected at 4.2%, unchanged from June
AAA
Gasoline is $$4.080 vs $4.097 a week ago
NYP
US nears temporary deal with Iran to open Strait of Hormuz — and it doesn’t include tolls: report
Forex
Fed's Kashkari: Would rather get going with small hikes now rather than wait
Celente
Trump will likely 'end' Iran War before midterms, and then restart it
Peak
Kyiv was struck overnight by at least 20 Iskander-M/S-400 ballistic missiles, five Zircon hypersonic cruise missiles, and two KN-23 ballistic missiles launched from Bryansk, Kursk, Voronezh, and Rostov Oblasts, according to open-source tracking. Every missile reportedly impacted, with no Patriot interceptors launched. According to reports, Ukraine has run out of Patriot interceptors.
Ukraine Shot Down Zero Missiles In Huge Russian Overnight Salvo That Killed At Least 21 | Zero
Weichart
The Battle That Could Decide the Ukraine War Has Begun
The West is Winning the Information War While Russia Prevails on the Battlefield | John
Arm
The Fauci Pardon Cannot Silence the States
The president may pardon “Offences against the United States,” which means federal crimes. A president cannot pardon violations of Florida, Texas, Missouri, New York, or any other state’s laws because the states did not surrender their separate criminal sovereignty to the White House.
Tribe
New parents discover that the activities formerly provided by ‘free-range childhoods’ must now be bought as expensive private services. Supervision that neighbors and older siblings once provided becomes daycare and after-school programs.
Debt Rattle
Ukraine Ambassador to the United States is no longer in position. Zelenskyy says she was removed
UnHerd
Abdul El-Sayed’s victory in Michigan’s Senate Democratic primary isn’t just a triumph for the progressive Left, though it certainly is that. It must be understood, more broadly, as a rebuke to the Democratic establishment.
Zero
US Telecoms Slide On Starlink Mobile Threat
SpaceX, during its first earnings call as a publicly traded company on Tuesday evening, outlined its vision for Starlink to challenge Verizon, T-Mobile, and AT&T.
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