Morning Brief

Jul 23 · 9:00 AM EDT

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Overnight, mixed international markets saw gains in Japan and Hong Kong offset by declines in Europe, while after-hours earnings featured notable beats from Google and Texas Instruments contrasted by a miss from Tesla amid a risk-averse cross-asset tone marked by rising yields, a stronger dollar, and elevated volatility. The signal refresh highlighted new contrarian entries and shifts among megacaps, reflecting evolving market dynamics.

International Markets

IndexPriceChange
Nikkei 22566,422.60+0.46%
FTSE 10010,644.37-0.68%
DAX24,873.39-1.12%
Hang Seng25,210.81+1.28%
Shanghai3,876.78+0.25%

Cross-Asset Moves

10Y Yield

4.71%

+0.05

Gold

$4,068.80

-1.88%

Oil (WTI)

$90.85

+4.63%

Bitcoin

$65,132.14

-1.47%

USD Index

101.39

+0.25%

HYG

$79.52

-0.16%

After-Hours Earnings

SymbolEPSEst.Surprise
GOOGL(AMC)$9.11$2.98+206.19%
TSLA(AMC)$0.33$0.51-35.33%
TXN(AMC)$2.14$1.95+9.56%

Signal Refresh

Contrarian: 2 new in top 20 · e.g. LAZ, AIG
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Megacap: 5 rank changes today
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Current Headlines

Today's Events

Economic Calendar

EventForecastPrevious
Continuing Jobless Claims
Initial Jobless Claims
10-Year TIPS Auction2.169%

Earnings Today

SymbolEPS Est.Rev. Est.
INTC(AMC)$0.22$14.7B
RTX(BMO)$1.68$23.1B
TMUS(BMO)$2.65$23.4B
TMO(BMO)$5.77$11.8B
UNP(BMO)$3.28$6.8B

Today, focus centers on continuing and initial jobless claims alongside the 10-year TIPS auction, with key earnings from Intel, Raytheon Technologies, T-Mobile, Thermo Fisher, and Union Pacific.

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