Market Signals

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

Friday, July 10, 2026 // Ceasefire with Iran in tatters—US and Iran trade strikes across the Mideast. Nvidia’s $1 trillion rout has everyone asking bu

Friday, July 10, 2026 — Iran ceasefire scrapped but talks continue; oil slides, stocks rally. Nvidia supplier King Yuan plans $1.4B US facility. Early

Friday, July 10, 2026

SK HYNIX: SOUTH KOREAN MEMORY CHIP TITAN RAISES $26.5BN IN THE US - NIKKEI

JAPAN'S TAISEI, FANUC DEVELOP AI WAREHOUSE THAT DOUBLES SPACE EFFICIENCY - NIKKEI

SK HYNIX: THE SOUTH KOREAN MEMORY CHIP KING SET TO RAISE $26.5BN IN THE US - NIKKEI

📊 10Y-2Y Treasury Spread: 0.38 bp (+0bp)

CHINA’S ZHIPU AI SHARES SURGE ON $4 BILLION FUNDRAISING - WSJ

Thursday, July 09, 2026: Iran ceasefire blown up — Trump orders new strikes, oil rips, stocks tank. The risk-off trade is back with a vengeance.

SAM ALTMAN SAYS OPENAI'S NEW MODEL IS 54% MORE EFFICIENT TO RUN - QZ

Thursday, July 09, 2026: Trump ends Iran ceasefire, oil spikes, Nasdaq slips but tech stays steady. Nvidia still “too cheap” per BofA.

Thursday, July 09, 2026: US strikes Iran for second straight day, Trump calls interim accord dead. China gave just hours’ warning on a sub-launched Pa

📊 10Y-3M Treasury Spread: 0.69 bp (+0bp)