26th July 2024

• Markets Tear Up Popular Trades That Reached ‘Stupid Levels’ (2) • US Economy Grew Faster Than Expected Last Quarter on Firm Demand • Treasuries Gain as Debate Rages Over Timing of Fed’s First Cut • Trump Won’t Commit to Debate Until Harris Formally Nominated more

25th July 2024

• US Yield Curve Steepens as Bond Traders See Fed Cuts Looming • US Business Activity Expands by Most in More Than Two Years • US New-Home Sales Unexpectedly Decline to a Seven-Month Low • Biden Says Time for ‘Younger Voices’ in Oval Office Speech (1) more

24th July 2024

• Two-Year Treasuries See Record Investor Demand at Auction (1) • Stocks Slump as Tesla, LVMH Earnings Disappoint: Markets Wrap • US Curve Flattens as Biden Exits Race, Japan Debt Futures Gain • Longer Treasuries at Risk as Political Noise Fades: Macro View more

23rd July 2024

• Harris Has Enough Delegates to Clinch Nomination for President • Trump Risks Getting Tables Turned on Him With New 2024 Adversary • Bond Market Sees Trump Trade Stalling With Focus on Data and Fed • Heated US Election Raises Chance of Fed on Hold, Mercer CIO Says more

22nd July 2024

• Biden Exits Race, Endorses Harris as She Shores Up Support (1) • Kamala Harris Likely to Pick From Rising Stars For Running Mate • Biden Exit Puts Trump Trade in Doubt as Election Gets Re-Set (3) • Downshifting US Inflation Will Help Reassure the Fed: Eco Week more

19th July 2024

• Fed Prepares for September Cut as Powell Shifts Focus to Jobs • Biden Faces Mounting Speculation, Pressure to Drop Bid (3) • Trump Basks In Total Control of GOP as Biden Campaign Hits Low • Fed’s Daly Says Incoming Inflation Data Very Good, Not There Yet more

18th July 2024

• Fed’s Beige Book Shows Slight Economic Growth, Cooling Inflation • US Floats Tougher Trade Rules to Rein In China Chip Industry (1) • Waller Says Fed Getting ‘Closer’ to Cutting Rates, Not There Yet • Biden Faces Intensified Calls to Step Aside While Ill With Covid more

17th July 2024

• Wall Street Economists See Compelling Case for Fed to Cut Now • Bond Kings Draw Record $44 Billion to Actively Managed ETFs (1) • US Floats Tougher Trade Curbs in Chip Crackdown on China (1) • Trump on Taxes, Tariffs, Jerome Powell and More more

16th July 2024

• Powell Says Recent Data Raise Confidence Inflation on Path to 2% • Traders Add to Bets on Fed Rate Cuts After Goldman Sachs View • Trump Taps Vance as Running Mate, Picking Populist Protege (2) • Trump Classified Documents Case Dismissed by Florida Judge (3) more

15th July 2024

• Biden Urges Unity After Trump Wounded as Campaign Seeks Footing • Global Markets Ramp Up the ‘Trump Trade’ After Rally Attack (3) • Traders Start to Bet on Supersized Fed Rate Cut in September (1) • US Consumer Sentiment Falls to Eight-Month Low on High Prices more

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