Tactical Short Conference Call Thursday

Please join Doug Noland and David McAlvany this coming Thursday, July 31st, at 4:00 pm Eastern/2:00 pm Mountain Time for the McAlvany Wealth Management Tactical Short Q2 recap conference call, “Terminal Phase Whipsaw” Click here to register.

Sunday Evening Links

[CNBC] Stock futures rise as U.S.-EU trade deal kicks off a hectic week for markets: Live updates

[Bloomberg] Bond Traders Await Fed Meeting, Refunding and July Jobs Report

[Bloomberg] Data deluge brings a ‘moment of truth’ for markets this week

[AP] US-EU trade deal wards off further escalation but will raise costs for companies, consumers

[Bloomberg] EU, US differ on pharma tariffs, complicating Trump’s trade deal

[Yahoo/Reuters] Analysis-Out-gunned Europe accepts least-worst US trade deal

[Yahoo Finance] Trump deal with Europe underlines new standard of (at least) 15% tariffs

[Axios] AI's global race in the dark

[WSJ] Don’t Rule Out a Rate Hike

[FT] White House presses Fed for ‘dramatically lower’ rates as meeting looms

[FT] US and EU reach tariff agreement to avert trade war

Sunday's News Links

[Yahoo/Bloomberg] Pressure Mounts on Fed Chief Powell in Tee Up to GDP, Jobs Data

[Yahoo Finance] Federal Reserve meeting, July jobs report, and Big Tech earnings: What to watch this week

[AP] Threat of US-EU trade war looms as Trump and top European official plan talks in Scotland

[Yahoo/Bloomberg] Trump and Von Der Leyen Set to Meet With Trade Deal in Balance

[CNN] An emboldened China eyes more concessions from US at Stockholm trade talks

[Yahoo/Bloomberg] Rising Fiscal Deficits Drive Billions Into Credit

[Reuters] China's industrial profits fall further in June

[AP] Thai and Cambodian leaders to meet in Malaysia for talks to end deadly border dispute

[Bloomberg] Japan PM Ishiba Signals Intent to Stay On Despite Calls to Quit

[Bloomberg] Japan Investors Brace for BOJ, Earnings After Trump-Fueled Rally

[WSJ] Americans See Their 401(k)s Not Just as Nest Eggs but as Rainy Day Funds

[WSJ] Investors Are Flocking to the Stock Market’s Discount Rack

[WSJ] Beijing Pivots to Rein In Excess Capacity Amid Squeezed Industrial Profit

[WSJ] China Strong-Armed Japan Over Rare Earths. It’s a Lesson for the U.S.

[FT] EU and US locked in talks ahead of key Trump meeting with von der Leyen

[FT] Brazil to double down on Brics in defiance of Donald Trump