Market Signals

📊 10-Year Treasury Yield: 4.46 % (-0.03pp)

$BKR -0.3% — BAKER HUGHES SECURES LONG-TERM SERVICE AGREEMENT FOR NIGERIAN GAS PROJECT

$MU -11.0% — MICRON Q3 EARNINGS DUE — INVESTORS EYE AI DEMAND AND CHIP SECTOR OUTLOOK

ISRAELI FIRE KILLS TWO IN LEBANON AS HEZBOLLAH SLAMS TRUCE ‘VIOLATION’ — via ALJAZEERA

DOLLAR FIRMS ON HAWKISH FED BETS , OIL REBOUND ; YEN NEAR 40 - YEAR LOW | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANALYSIS

CHINA CONSUMER STOCKS CALLED "MOST ASYMMETRICAL INVESTMENT OPPORTUNITY" — @ShanghaiMacro

📊 10Y-3M Treasury Spread: 0.63 bp (-0bp)

📊 10Y-2Y Treasury Spread: 0.27 bp (-0bp)

📊 10-Year Treasury Yield: 4.49 % (+0.06pp)

📊 ICE BofA US High Yield OAS: 266 bp (+0bp)

📊 ICE BofA US High Yield OAS: 2.66 bp (+0bp)

$KBWD

📊 ICE BofA US High Yield OAS: 2.63 bp (-0bp)

TIPS TO LOWER YOUR BILLS AND SUBSCRIPTION COSTS AS WE NEAR THE HALFWAY POINT OF 2026 — via CBS

IRAN WAR DAY 115: LEBANON TRUCE APPEARS TO HOLD AS SWITZERLAND TALKS END — via ALJAZEERA

CHINA'S EV MAKERS BYD, XPENG MOVE SUVS UPMARKET BUT RISK GLUT — via NIKKEI

MARKET CRASH : THE FINANCIAL STOCKS ID BUY WITHOUT LOSING SLEEP

IRAN CLOSES STRAIT OF HORMUZ OVER CEASEFIRE VIOLATIONS, STATE MEDIA REPORTS — via NBC

HERE'S WHO QUALIFIES FOR THE TRUMP ADMINSTRATION'S STUDENT LOAN RATE CUT — via CBS

SPACEX, OPENAI AND ANTHROPIC: THE S&P 500 INCLUSION QUESTION AND INVESTMENT CONSEQUENCES — via SEEKINGALPHA

UK GILT YIELDS SPIKE AS BURNHAM WIN OPENS DOOR TO OUST STARMER — via ZEROHEDGE

BEAT THE HEAT: HERE ARE SOME OF THE BEST TIPS TO AVOID HEATSTROKE DURING A HIKE THIS SUMMER — via FOX

📊 10Y-3M Treasury Spread: 0.66 bp (+0bp)

📊 10-Year Treasury Yield: 4.43 % (-0.04pp)

📊 10-Year TIPS Real Yield: 2.14 % (-0.01pp)

XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF DECLARES MONTHLY DISTRIBUTION OF $0.7142 — via SEEKINGALPHA

OPENAI PLANS TO OFFER ADS INSIDE CHATGPT IN JAPAN — via SEEKINGALPHA

📊 Real Yield Trend: 2.14% (13-week change: +0bp, rising)

BLACKBERRY STOCK: DOWNGRADING TO HOLD AHEAD OF ITS Q1 EARNINGS REPORT — via SEEKINGALPHA

AMAZON IN TALKS TO SELL ITS TRAINIUM AI CHIPS TO OTHER FIRMS, IN CHALLENGE TO NVIDIA DOMINANCE — via ZEROHEDGE

Per @AtlantaFed latest survey, year-ahead business #inflation expectations dipped to +2.3% in June vs. +2.4% in May … well off their April 2022 peak b

TRUMP SAYS HE HAS SIGNED PEACE DEAL – AS IT HAPPENED — via GUARDIAN

TOKYO ELECTRON CHIEF SEES EDGE DESPITE CHINA'S SELF-SUFFICIENCY DRIVE — via NIKKEI

READ THE US ACCOUNT OF UNRELEASED 14-POINT IRAN CEASEFIRE MEMORANDUM — via ALJAZEERA

📊 10-Year Treasury Yield: 4.47 % (-0.01pp)

📊 Real Yield Trend: 2.15% (13-week change: +0bp, rising)

📊 10-Year TIPS Real Yield: 2.15 % (-0.02pp)

WATCH LIVE: KEVIN WARSH'S FIRST PRESS CONFERENCE AS FED CHAIR — via ZEROHEDGE

$KMX

RTX ADDED TO CITI'S '30-DAY CATALYST WATCH' AHEAD OF Q2 EARNINGS — via SEEKINGALPHA

SWEDBANK AB (PUBL) (SWDBY) DISCUSSES PRE-CLOSE FINANCIAL TRENDS, MACRO INDICATORS AND INTEREST RATE IMPACTS TRANSCRIPT — via SEEKINGALPHA

10Y-2Y SPREAD HOLDS AT 0.4 BP — UNCHANGED

📊 10Y-3M Treasury Spread: 0.68 bp (-0bp)

📊 10-Year Breakeven Inflation: 2.32 % (+0.01pp)

FAMILIES RETURN TO SHATTERED TOWNS AS FRAGILE CEASEFIRE HOLDS IN LEBANON — via ALJAZEERA

📊 10-Year Treasury Yield: 4.48 % (+0.03pp)

📊 10Y-3M Treasury Spread: 0.7 bp (+0bp)

📊 Real Yield Trend: 2.16% (13-week change: +0bp, rising)

📊 10-Year Breakeven Inflation: 2.31 % (+0.02pp)

📊 10Y-2Y Treasury Spread: 0.39 bp (-0bp)