Market Signals

📊 10-Year Treasury Yield: 4.658 % (-0.03pp)

MONDAY, JULY 27, 2026 — Geopolitics drives everything. US-Iran truce, Zelensky at the White House. Nvidia’s wild AI data center play.

📊 Real Yield Trend: 2.43% (13-week change: +0bp, rising)

Monday July 27, 2026 — Iran ceasefire holds for a third night, crude dumps, futures rip. Also: Mag7 earnings week, NVDA’s $250B AI infra play.

NinjaTrader to Offer CME Group Single Stock Futures, Giving Active Traders Direct Access to Top U.S. Brands Including Nvidia, Tesla and Apple

EARNINGS PREVIEW — Monday, July 27

Monday, July 27, 2026

US - IRAN CONFLICT PAUSE : KEY UPDATES AND TRAVEL ALERTS FOR UAE RESIDENTS TODAY ( JULY 27 , 2026 )

BOJ EARLY RATE RISE BETS INCREASE AS YEN REACHES MULTIDECADE LOW - NIKKEI

Five of the MAG7 are now trading below their 200 DMA. How quickly that deteriorated. Only one is trading above all the moving averages on the daily ch

It's Anthropic (& maybe google?) vs everyone else?

ASIAN REVERSAL AS CHINA SWALLOWS JAPAN ECONOMY WHILE YEN PLUNGE AND SOARING DEBT SPARK UNPRECEDENTED CRISIS

"Working-class Americans have experienced a paycheck bump in recent months after tax breaks and some signs of faster earnings growth."

EARNINGS WRAP — Saturday, July 25

THE FAT TAIL RISKS HIDING IN PLAIN SIGHT - SEEKINGALPHA

Friday, July 24, 2026 — Iran rejects ceasefire, AMD drops a bomb on NVDA, and Intel shows a pulse.

SAMSUNG AND SK HYNIX ARE SET TO ANNOUNCE MAJOR MEMORY CHIP DEALS WITH U.S. TECH FIRMS - QZ

Friday, July 24, 2026 — Iran ceasefire noise fades fast, chips get a bid on Intel’s beat, and credit markets are pricing zero stress.

FRIDAY, JULY 24, 2026

MORE AMERICANS THINK CHINA IS WORLD LEADER IN AI, NEW SURVEY REVEALS - SCMP

$ACI 8-K earnings — Q2 FY27

$BCML 8-K earnings — Q2 FY26

FOUR HOUSE REPUBLICANS BREAK RANKS TO HELP DEMOCRATS PASS IRAN WAR POWERS RESOLUTION - ZEROHEDGE

TRUMP ADMINISTRATION ADMITS LEGAL ERRORS AND WITHDRAWS SUBPOENAS OF 3 NYT REPORTERS - PBS

Thursday, July 23, 2026 — Oil rips above $100 as the Iran ceasefire collapses. House votes to end the war anyway, dealing Trump another loss. And the

HOW OPENAI MODELS WENT ROGUE DURING A TRAINING EXERCISE - CBS

$LVWR 8-K earnings — Q2 FY26

$FMFG 8-K earnings — Q2 FY26

AI 'KILL SWITCH' BILL UNVEILED AS OPENAI HACK RAISES ALARMS - BUSINSIDER

Thursday, July 23, 2026 — Oil breaks $100, House votes to end Iran war, TSLA gets crushed on a delivery beat.

ALPHABET: THE $200+ BILLION AI CAPEX MISUNDERSTANDING - SEEKINGALPHA

Said some stuff on Monday

FIRM HACKED BY ROGUE OPENAI MODELS SAYS IT IS 'A WAKE-UP CALL' - BBC

WILL THE WAR ON IRAN AFFECT ASEAN’S EFFORTS TO TACKLE REGIONAL ISSUES? - ALJAZEERA

THURSDAY, JULY 23, 2026

Wednesday, July 22, 2026 — Iran strikes escalate, NVDA breaks into CPUs, and credit markets stay eerily calm.

PPI: DESIGNED AND PROVEN TO MITIGATE INFLATION RISK - SEEKINGALPHA

HERE'S WHAT SMART PEOPLE ARE SAYING ABOUT OPENAI MODELS HACKING HUGGING FACE ON THEIR OWN - BUSINSIDER

Wednesday, July 22, 2026 — Iran ceasefire theater, crude popping, and a real yield squeeze nobody’s talking about.

IRAN WAR’S $37BN PRICE TAG: WHY DOES THE PENTAGON WANT $67BN MORE? - ALJAZEERA

OSSOFF CHALLENGES HEGSETH ON COST AND DURATION OF IRAN WAR - ALJAZEERA

Wednesday, July 22, 2026

CHINA'S UNITREE SAYS 'GPT MOMENT' FOR ROBOTS REMAINS YEARS AWAY - NIKKEI

📊 10-Year Treasury Yield: 4.629 % (+0.03pp)

EARNINGS WRAP — Tuesday, July 21

Tuesday, July 21, 2026 — Iran strikes escalate, mediators scramble for a 10-day truce, and NVDA finally shows us what’s under the hood.

OPENAI'S LATEST CHATGPT PROGRAM TARGETS SMALL BUSINESS MARKET - SEEKINGALPHA

TUESDAY JULY 21, 2026 — Iran ceasefire talks, TSMC price hikes, and Nvidia’s Vera Rubin platform are driving the tape.

TUESDAY EARNINGS DIGEST: 18 reporters, all pre-market. Scorecard: 0 beats, 0 misses, 18 in-line. Heavy Financials tilt ($SCHW, $IBKR, $CB, $COF, $MRSH

GLOBAL OIL PRICES SETTLE AT ONE-MONTH HIGH DESPITE NEW IRAN CEASEFIRE PROPOSAL, AS BLOCKADE ON SAUDI ARABIA BY YEMEN’S HOUTHIS KEEPS MARKET ON EDGE -