Markets

[The Earnings Correspondent @earnings_guy]

#earnings for the next week:

$PLTR $SNAP $ON $SPOT $CAT $MCD $PFE $CIFR $MRK $AMD $SPCX $ANET $ALAB $ZETA $OPEN $BKNG $LLY $UBER $SHOP $EOSE $DIS $CVS $SNDK $IONQ $APP $DUOL $SOUN $FIG $XYZ $ELF $SMR $AXON $DDOG $CELH $OSCR $QBTS $RGTI $DKNG $MARA $NET $MP $TTD $RCAT $ABNB $OKLO

[Earnings Whispers @eWhispers]

#earnings for the week of August 3, 2026

https://t.co/My2Eq16qS8

$SNDK $PLTR $AMD $SPCX $LLY $COP $ANET $QBTS $WDC $APP $OKLO $SHOP $PFE $ALAB $CAT $DDOG $UBER $ELF $CELH $TTMI $STRL $RDW $ZETA $AXON $MELI $DIS $BYND $DKNG $DIBS $OPEN $UUUU $VST $BKNG $TXG $ABNB $FSLY $RIOT $AAOI $RGTI $HIMX $CENX $ALB $MCD $HUT $W $INOD $CLX $BROS $KTOS

[emini tic @TicTocTick]

LOW I THINK ARE IN .

ST Low could be in for a test of 7539!

Now 7423!!

Price look attractive to me .

[Rohit @heyrohitai]

🚨Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now!

[Market Rebellion @RebellioMarket]

The Hammer HQ:

[Adam Set @Adaamset]

Learn Orderflow..
Seriously, even just a little bit.

Seller-er was all over 20s at Open.
Got me droooooooling into 30s by IB.
Now trading 50 handles lower.

The funny thing was I posted bullish outlook in Pre.
How fast the market changes my mind..

🔨

[Michael Brown @MrMBrown]

Goldman ripped up their 2023 f'casts last wk...JPM turned bullish EUR over the weekend...MS now doing the same...that year-ahead consensus lasted a grand total of 16 days...

[Adam Set @Adaamset]

Entire range covered between Pivots 3950 to the downside, and 4010 (with smol slip) to the upside.

This has been a very easy auction to play with the break of the multi-day balance.

Give me some comments below if you want to see my work.

Sequence 01 of the new year complete.

[Reformed Tr🅰️der @Reformed_Trader]

It's kind of hard to believe that the consensus is now inflation will crash to 2% (no lower), go sideways, and never go higher again.

[Charlie Bilello @charliebilello]

US CPI has moved down from a peak of 9.1% last June to 6.5% in December.

What's driving that decline? Lower rates of inflation in New/Used Cars, Gasoline, Apparel, Medical Care, Food at Home, Gas Utilities, and Fuel Oil.

[GURGAVIN @gurgavin]

HOW HAS THE MARKET REACTED ON EVERY SINGLE CPI DAY OVER THE LAST YEAR $SPX $SPY

🟩 JAN +0.28%
🟥 FEB -1.81%
🟥 MAR -0.43%
🟥 APR -0.34%
🟥 MAY -1.65%
🟥 JUN -2.91%
🟥 JULY -0.45%
🟩 AUG +2.13%
🟥 SEPT -4.32%
🟩 OCT +2.6%
🟩 NOV +5.54%
🟩 DEC +0.73%

[Carl Quintanilla @carlquintanilla]

Even as annual #CPI growth slows for the sixth straight month, jobless claims are at the lowest level since September.

⁦@CNBC⁩

[GURGAVIN @gurgavin]

CPI ESTIMATES FOR TOMORROW

CIBC 6.3%
WELLS FARGO 6.3%
NOMURA 6.3%
BARCLAYS 6.4%
BANK OF AMERICA 6.4%
JP MORGAN 6.4%
MORGAN STANLEY 6.4%
UBS 6.4%
GOLDMAN SACHS 6.4%
GURGAVIN CAPITAL 6.5%
TD SECURITIES 6.5%
BMO 6.5%
CITI 6.5%
SCOTIABANK 6.5%
CREDIT SUISSE 6.5%

MEDIAN 6.5%

[Kaushik @WisemanCap]

$AMZN is the most undervalued mega-cap, followed by $META and $GOOGL - Raymond James survey

[Ole S Hansen @Ole_S_Hansen]

No back-to-back weekly gain in #container #freight rates with the Drewry composite showing a small decline to $2132/40ft box. Driven by weakness on CH to NY and EU to NY routes

[Pierre Andurand 🇺🇦🇫🇷🇪🇺🕊️ @AndurandPierre]

For Asian jet demand, the last 7-day average is up 340kbd y-o-y, and 280kbd vs 2022 average
2022 demand was 1mbd below 2019
And this is before the big China reopening...
2/2

[Brandon Beylo @marketplunger1]

Five Cheapest Countries by P/E:

1) Greece: 2.5x

2) Monaco: 3.6x

3) Colombia: 4x

4) Norway 4.16x

5) Brazil: 4.4x

Top 20 Below via FinViz ...

[Pierre Andurand 🇺🇦🇫🇷🇪🇺🕊️ @AndurandPierre]

I think where most analysts have their oil demand forecasts wrong is on jet-fuel
According to Rystad real-time demand, the last 7-day average global jet fuel demand is already up 1mbd year-on-year, and 550kbd above 2022 average. And 2022 average was 2.2mbd below 2019 average 1/2