Market Signals

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 -

TUESDAY, JULY 21, 2026 — Houthis open a Saudi naval blockade, the U.S. slaps 50% tariffs on some Canadian goods, and China’s Moonshot AI files for a H

CHINA'S MOONSHOT AI PLANS HONG KONG IPO AS KIMI K3 SHOCKS SILICON VALLEY - NIKKEI

📊 10-Year Treasury Yield: 4.597 % (+0.05pp)

EARNINGS WRAP — MONDAY, JULY 20

CROWN HOLDINGS RAISES PROFIT OUTLOOK AFTER Q2 BEAT - SEEKINGALPHA

Monday, July 20, 2026 — Oil slides on Iran ceasefire proposal, credit spreads are asleep, and NVDA/AMD both catch a bid.

ZUCKERBERG IS QUIETLY TURNING META INTO A COMPUTE PROVIDER AHEAD OF Q2 EARNINGS - SEEKINGALPHA

AMD'S HELIOS IS THE FIRST REAL CHALLENGER TO NVIDIA'S AI DOMINANCE. MICROSOFT IS IN - QZ

Monday, July 20, 2026 — Iran ceasefire talk drives the open, semis bounce, and credit markets are asleep at the wheel.

FIRST ON FOX: TRUMP ADMIN FREEZES OUT MINNESOTA OF THE CARIBBEAN OVER ALLEGED HURRICANE-AID ABUSES - FOX

$STLD $WRB $DPZ just dropped — all three landed in-line. No beats, no misses, no fireworks. A clean but quiet start to the week.

📊 10-Year Treasury Yield: 4.55 % (-0.01pp)

MONDAY, JULY 20, 2026

EARNINGS WRAP — Friday, July 17

Friday, July 17, 2026

Friday, July 17, 2026 — Tech rotation accelerates, Apple reclaims the crown, and credit markets flash zero stress.

Friday earnings: 4 reporters, all Financials, all already out — a clean sweep of in-line prints. No beats, no misses. The tape gets its sector read-th

JAPAN TO BUY NVIDIA CHIPS TO POWER ITS AI PUSH - WSJ

MALAYSIA GDP UNEXPECTEDLY GROWS 5.8 % ON EXPORTS AS INFLATION COOLS

Friday, July 17, 2026

📊 10-Year Treasury Yield: 4.559 % (+0.00pp)

NOBODY IS IMMUNE FROM THE NVIDIA GPU CRUNCH - THEINFORMATION

EARNINGS WRAP — Thursday, July 16

Thursday, July 16, 2026 — TSMC drops another $100B on US fabs, Iran says the truce is dead, and real yields keep grinding higher.

Thursday, July 16, 2026 — TSMC’s $100B Arizona flex, credit spreads pinned at nothing, and a weird CFTC probe into a teleprompter guy trading Trump st

THURSDAY EARNINGS DIGEST — 8 reporters, all in-line. No beats, no misses. Health care, financials, and industrials dominate. $UNH the heavyweight at $

Thursday, July 16, 2026 — Overnight, Asia is digesting a 14-nation statement slamming China’s South China Sea moves, a fresh Nvidia-Toyota physical AI

📊 10-Year Treasury Yield: 4.555 % (-0.04pp)

EARNINGS WRAP — Wednesday, July 15

Wednesday, July 15, 2026

Wednesday, July 15, 2026 — PPI comes in cool, ASML blows the doors off Q2 and hikes guidance, tech futures rip into lunch.

AI MEMORY, CHIP STOCKS FALL AGAIN AFTER BRIEF RECOVERY DESPITE STRONG ASML RESULTS - SEEKINGALPHA

AS THE US RESTARTS WAR ON IRAN, IS ITS WEAPONS STOCKPILE RUNNING LOW? - ALJAZEERA

Q2 EARNINGS WATCH: TOP-RATED MATERIALS STOCKS BY PROFITABILITY GRADE - SEEKINGALPHA

US ATTACKS IRAN AS IRGC CLAIMS STRIKES ON US MILITARY SITES IN GULF - ALJAZEERA

Wednesday, July 15, 2026 — Nvidia H200 exports to China still “trivial”, Beijing doubles down on South China Sea island control, NDRC courts Indonesia

📊 10-Year Treasury Yield: 4.592 % (-0.03pp)

WEDBUSH DELIVERS AN URGENT MESSAGE FOR TSMC STOCK INVESTORS

KALSHI RAMPS UP EFFORT TO BUILD MARKETS FOR AI COMPUTING POWER - BLOOMBERG.COM - GNEWS

Tuesday, July 14, 2026 — US-Iran ceasefire collapses, Americans brace for prolonged war. Consumer prices fall for first time since early COVID. TSMC p

LUCID CALLS BANKRUPTCY REPORT "COMPLETELY FALSE" AS SHARES STAGE V-SHAPED RECOVERY - ZEROHEDGE

JAPAN BONDS TELL GLOBAL REPRICING STORY - SEEKINGALPHA

Tuesday, July 14, 2026 – CPI negative for the first time since 2020, stocks hold steady; Nvidia slashes Asia customers as the US tightens chip export

Tuesday, July 14, 2026

📊 10-Year Treasury Yield: 4.62 % (+0.06pp)

Monday, July 13, 2026 — US and Iran trade direct strikes, ceasefire cracking. TSMC June rev +68% y/y, Q2 beat. Futures sliding as geopolitics crashes

Monday, July 13, 2026 — Midday Check-in: US hits Iran again, ceasefire in tatters; TSMC blows out revenue; markets tense up for CPI and earnings this

SK HYNIX DOWN MORE THAN 12% AFTER DEBUTING SUCCESSFULLY ON NASDAQ - NIKKEI

Monday, July 13, 2026