Morning Brief

Jul 30 · 9:00 AM EDT

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Treasury sell-off persisted after the Fed held rates steady, while mixed after-hours earnings saw two megacaps beat and one miss, amid modest gains in Japan and the UK and declines in China; the signal refresh flagged new contrarian entries and notable rank shifts among megacaps.

International Markets

IndexPriceChange
Nikkei 22561,867.43+0.71%
FTSE 10010,950.34+0.38%
DAX25,511.14+0.20%
Hang Seng25,858.88+0.20%
Shanghai3,804.69-0.62%

Cross-Asset Moves

10Y Yield

4.68%

+0.06

Gold

$4,133.20

+2.44%

Oil (WTI)

$83.97

-0.58%

Bitcoin

$64,839.60

+1.46%

USD Index

100.68

-0.12%

HYG

$79.24

-0.23%

After-Hours Earnings

SymbolEPSEst.Surprise
MSFT(AMC)$4.74$4.33+9.53%
META(AMC)$6.18$7.36-16.03%
LRCX(AMC)$1.82$1.72+5.99%

Signal Refresh

Contrarian: 3 new in top 20 · e.g. VFC, VRRM
View signals ›
Megacap: 15 rank changes today
View signals ›

Current Headlines

Today's Events

Economic Calendar

EventForecastPrevious
Core PCE Price Index (MoM) (Jun)0.3%
Core PCE Price Index (YoY) (Jun)3.4%
Core PCE Prices (Q2)4.40%
GDP (QoQ) (Q2)2.1%
GDP Price Index (QoQ) (Q2)3.6%

Earnings Today

SymbolEPS Est.Rev. Est.
AAPL(AMC)$1.93$110.8B
AMZN(AMC)$1.86$200.2B
MA(BMO)$4.91$9.3B
SYK(AMC)$3.52$6.6B
BMY(BMO)$1.60$11.9B

Focus today is on key US inflation and growth data with Core PCE Price Index and Q2 GDP releases, alongside earnings from Apple, Amazon, Mastercard, Stryker, and Bristol-Myers Squibb.

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