Morning Brief

Jul 28 · 9:00 AM EDT

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Global markets showed mixed moves overnight as Japan's sharp decline contrasted with modest gains in Europe and Hong Kong, while after-hours earnings featured beats from WELL, NUE, and PFG alongside a miss from CINF. Cross-asset shifts included declines in yields, gold, oil, and Bitcoin, with the USD strengthening and signals highlighting new contrarian entries and notable megacap rank changes.

International Markets

IndexPriceChange
Nikkei 22562,364.92-3.95%
FTSE 10010,825.21+0.40%
DAX25,350.41-0.04%
Hang Seng25,310.85+0.41%
Shanghai3,813.31-1.16%

Cross-Asset Moves

10Y Yield

4.63%

-0.01

Gold

$4,034.00

-0.99%

Oil (WTI)

$81.03

-1.91%

Bitcoin

$63,475.12

-0.39%

USD Index

101.53

+0.06%

HYG

$79.27

+0.05%

After-Hours Earnings

SymbolEPSEst.Surprise
WELL(AMC)$1.60$0.64+150.47%
CDNS(AMC)$2.11$2.10+0.67%
NUE(AMC)$4.84$4.42+9.44%
CINF(AMC)$1.43$1.88-23.86%
PFG(AMC)$2.50$2.36+5.91%

Signal Refresh

Contrarian: 1 new in top 20 · e.g. FLEX
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Megacap: 11 rank changes today
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Current Headlines

Today's Events

Economic Calendar

EventForecastPrevious
Goods Trade Balance (Jun)-105.89B
Retail Inventories Ex Auto (Jun)
S&P/CS HPI Composite - 20 n.s.a. (MoM) (May)1.0%
S&P/CS HPI Composite - 20 n.s.a. (YoY) (May)1.1%
Atlanta Fed GDPNow (Q2)

Earnings Today

SymbolEPS Est.Rev. Est.
V(AMC)$3.29$11.6B
KO(BMO)$0.96$13.6B
KLAC(AMC)$1.02$3.7B
STX(AMC)$5.14$3.5B
BA(BMO)$-0.31$25.0B

Focus today centers on earnings from Visa, Coca-Cola, KLA, Seagate, and Boeing alongside key economic data including June's goods trade balance and retail inventories excluding autos.

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