Closing Brief

Jul 24 · 4:30 PM EDT

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Markets showed mixed sector leadership amid a backdrop of cautious sentiment, with energy and communications earnings largely meeting expectations while SLB delivered a notable beat. The megacap portfolio maintains its month-to-date advantage over the broader market despite modest sector declines and a retreat in Bitcoin.

Market Snapshot

IndexPriceChange
S&P 5007,411.98+0.05%
Dow Jones51,947.25+0.46%
Nasdaq24,975.82-0.64%
Russell 20002,930.00-0.35%
VIX18.57-0.70%
Sentiment:Fear (39)+2 from last week

Sector Performance

Leaders

Real Estate+2.22%
Materials+1.93%
Cons. Staples+1.11%

Laggards

Technology-1.44%
Utilities+0.22%
Industrials+0.40%

Cross-Asset Moves

10Y Yield

4.68%

-0.02

Gold

$4,054.70

+0.20%

Oil (WTI)

$90.07

-2.30%

Bitcoin

$64,174.72

-1.34%

USD Index

101.49

+0.06%

HYG

$79.23

0.00%

Earnings Reported Today

SymbolEPSEst.Surprise
AXP(BMO)$4.53$4.45+1.75%
NEE(BMO)$1.15$1.10+4.07%
VZ(BMO)$1.30$1.30-0.28%
SLB(BMO)$0.55$0.51+6.88%
CHTR(BMO)$10.66$10.37+2.78%

Signal Performance

Megacap Portfolio (2026-07 month-to-date)View signals ›
+7.9% portfolio-1.0% SPY

Current Headlines

Today's Events

Economic Calendar

EventForecastPrevious
Building Permits (Jun)1.410M
S&P Global Composite PMI (Jul)51.9
S&P Global Manufacturing PMI (Jul)53.9
S&P Global Services PMI (Jul)51.2
New Home Sales (Jun)580K

Earnings Today

SymbolEPS Est.Rev. Est.
XOM(BMO)$3.67$99.6B
AXP(BMO)$4.45$19.9B
NEE(BMO)$1.10$8.2B
VZ(BMO)$1.30$36.2B
SLB(BMO)$0.51$8.8B

Attention turns to tomorrow's economic releases including Building Permits and S&P Global PMIs, which will provide further insight into the health of the housing and manufacturing sectors.

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