Market Signals

VIX of VIX at the 90th %ile while indices sit at multi-month highs — that’s a tension worth watching

$CNC 8-K earnings — Q2 FY26

$NVDA

‘WAR CRIMINAL’: PROTESTERS CONFRONT NETANYAHU MOTORCADE IN WASHINGTON DC - ALJAZEERA

BYD LAUNCHES FIRST KEI MINICAR IN JAPAN, CHALLENGING A DOMESTIC STRONGHOLD - NIKKEI

VIX of VIX at the 92nd %ile while spot VIX is only at the 62nd. That gap is a good signal—market is pricing a volatility explosion that hasn’t hit yet

IRAN WAR SPREADS TO RED SEA AND CASPIAN ; NO US ATTACKS FOR FIRST TIME IN TWO WEEKS

BOFA SEES 5 - YEAR TREASURY BOND BEAR MARKET ENDING

SMALL BUSINESSES SUE TRUMP ADMINISTRATION TO STOP LATEST WAVE OF TARIFFS - NBC

VIX of VIX at the 95th %ile and MOVE at the 95th %ile—this isn’t a dip, it’s a vol regime change.

Another master class in central bank communication from President Christine Lagarde at today’s ECB press conference. Notably:

AMD’S RIVALRY WITH NVIDIA IS INCREASINGLY MOVING INTO A NEW REALM - MARKETWATCH

JAPANESE SATELLITE OPERATOR SEEKS SOUTHEAST ASIA DEMAND ON CHINA TENSIONS - NIKKEI

$NVCR 8-K earnings — Q2 FY26

$KN 8-K earnings — Q2 FY26

$COCO 8-K earnings — Q2 FY26

10-YEAR TREASURY YIELD CLIMBS TO HIGHEST LEVEL SINCE JANUARY 2025 AS OIL PRICE SURGE SPARKS INFLATION FEARS - YAHOO

Futures are leaning risk-off but not panicked—skew is screaming while spot VIX is just “elevated”

WHICH MIDDLE EAST NATIONS HAVE NUCLEAR PROGRAMMES, AND HOW WERE THEY BUILT? - ALJAZEERA

SAUDIS MUST RECOGNISE ISRAEL FOR NUCLEAR DEAL, SAYS TRUMP - BBC

IRAN, HOUTHIS STRIKE TANKERS AS US BOMBING CONTINUES: WHAT’S THE LATEST? - ALJAZEERA

INDIAN ACTIVIST WANGCHUK SETS CONDITIONS TO END HUNGER STRIKE - ALJAZEERA

EUROPEAN SHARES LOWER AS OIL GAINS, ECB DECISION IN FOCUS - SEEKINGALPHA

GE VERNOVA OUTLINES $11.5B-$12.5B 2026 FREE CASH FLOW AS BACKLOG TARGETS $200B IN 2027 - SEEKINGALPHA

WESBANCO OUTLINES MID-SINGLE-DIGIT 2026 LOAN GROWTH AS PIPELINE REACHES $2.3B - SEEKINGALPHA

VIX of VIX at 74th %ile, MOVE at 77th, Skew at 95th — the vol surface is twitchy but not panicked yet

YEN FALLS TO 39-YEAR LOW OF 163 PER DOLLAR ON IRAN TENSIONS, TAKAICHI PLAN - NIKKEI

XPENG PITCHES ITSELF AS CHINESE TESLA TO EUROPEANS - NIKKEI

YEN SLIPS NEAR 40-YEAR LOW AGAINST DOLLAR ON IRAN TENSIONS, TAKAICHI PLAN - NIKKEI

JAPAN CONVERTIBLE BOND ISSUANCE AT 22-YEAR HIGH ON OVERSEAS INFLOWS - NIKKEI

WATCH: TRUMP SAYS U.S. WILL HIT AREA OF IRAN'S PICKAXE MOUNTAIN 'VERY HEAVILY' - PBS

S&P dispersion at the 94th %ile and VIX of VIX at the 97th %ile. That’s not caution, that’s a pressure cooker.

CICC: THE CONTRADICTION BETWEEN ROBUST FINANCING DEMAND AND TIGHT LIQUIDITY IS BECOMING INCREASINGLY PRONOUNCED, AND THE MARKET IS ENTERING A 'HALFTIM

FURTHER STRENGTHENING ACTIONS TAKEN TO ADJUST IMPORTS OF ALUMINUM INTO THE UNITED STATES

FACT SHEET: PRESIDENT DONALD J. TRUMP SECURES AMERICA’S DEFENSE SUPPLY CHAINS AND ENSURES DOMESTIC ACQUISITION OF CRITICAL MATERIALS

INVESCO BULLETSHARES 2033 HIGH YIELD CORPORATE BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.1201 - SEEKINGALPHA

JPMORGAN ANALYSIS: AI CAPEX NEARS $870 BILLION, WITH POWER SUPPLY AND RETURNS EMERGING AS THE NEXT KEY CHALLENGES - GNEWS

INVESCO BULLETSHARES 2031 HIGH YIELD CORPORATE BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.1472 - SEEKINGALPHA

INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.1477 - SEEKINGALPHA

INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.0985 - SEEKINGALPHA

INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.1002 - SEEKINGALPHA

VIX of VIX at the 97th %ile — that’s not caution, that’s a market bracing for the hedge to break.

INFANTINO TRIES TO USHER TRUMP AWAY AS SPAIN LIFT WORLD CUP - ALJAZEERA

THE ‘BAD BLOOD’ BETWEEN POLYMARKET’S SHAYNE COPLAN AND KALSHI’S TAREK MANSOUR - NYT

TESLA Q2 EARNINGS PREVIEW: THE NUMBERS WILL BEAT, THE NARRATIVE MAY NOT - SEEKINGALPHA

NVIDIA, BIG TECH STOCKS TUMBLE AS CHINESE AI MODEL STOKES COMPETITIVE FEARS - NIKKEI

VIX of VIX at the 81st %ile and S&P dispersion at the 90th—market’s pricing chaos under the hood, not calm.

ASML Q2 2026: SALES GROWTH FLATTENS, CHINA RISKS INTENSIFY - SEEKINGALPHA

TRUMP’S NEW ELECTION PUSH, EXPLAINED - ALJAZEERA

CBOE Skew at the 92nd %ile. Market is pricing a crash, not a dip. Watch the reaction to any bad news.