16 Jul 2026
The U.S. will impose 25% tariffs on imports from Brazil, the world's 10th-largest economy.
The U.S. cited Brazil's unfair trade practices, including weak anti-corruption enforcement and trade barriers, despite running a goods trade surplus with the country for years. Some products include Beef, chicken meat and coffee will be exempt from the new tariffs. The tariffs will take effect on July 22. Source: Bull Theory
16 Jul 2026
$TSM Q2 EARNINGS DOUBLE BEAT
EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% Source: Trend Spider
16 Jul 2026
A tiny group of Americans now owns wealth equivalent to nearly 12% of all the national income generated in the United States in a single year
Source: FT
16 Jul 2026
Peak optimism?
Source: Peter Berezin
16 Jul 2026
Total Margin Debt has increased by more than 40% over the last 12 months
A level only seen at prior market tops, including the Dot Com Bubble and the Global Financial Crisis Source: Barchart, CNBC
16 Jul 2026
Oracle's credit risk soared earlier this year to its highest level since the Dot Com Bubble
Source. zerohedge, Barchart
15 Jul 2026
One-year inflation swaps fall below 2% for the first time since 2024 !!!
Source: Hedgeye
15 Jul 2026
3M annualized US Headline CPI drops from 8.2% to 2.8%.
Source: zerohedge
