FIFA PRESIDENT GIANNI INFANTINO WANTS TRUMP ADMINISTRATION TO HELP KEEP HIM IN OFFICE & SCHEDULED PRIVATE TALKS WITH SECRETARY OF STATE RUBIO - NY POST
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U.S. TIGHTENS ROBOT IMPORT RULES
The FCC will restrict imports of certain foreign-made advanced robots, including humanoids, quadrupeds and some autonomous devices.
Morgan Stanley expects limited near-term impact on Chinese humanoid robot makers, as existing FCC-approved products remain exempt and U.S. sales are minimal. However, new product restrictions could weigh on Chinese robot vacuum and autonomous mobile robot makers with larger U.S. exposure.
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The FCC will restrict imports of certain foreign-made advanced robots, including humanoids, quadrupeds and some autonomous devices.
Morgan Stanley expects limited near-term impact on Chinese humanoid robot makers, as existing FCC-approved products remain exempt and U.S. sales are minimal. However, new product restrictions could weigh on Chinese robot vacuum and autonomous mobile robot makers with larger U.S. exposure.
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U.S.-JAPAN YEN INTERVENTION TARGETS MARKET STABILITY
The U.S. joined Japan's first coordinated yen-buying intervention since 1998, aiming to stabilize the yen and reduce the risk of Japan selling U.S. Treasuries to fund currency support.
Analysts say the move also supports global bond markets, though lasting yen strength will likely require tighter Bank of Japan policy rather than repeated intervention.
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The U.S. joined Japan's first coordinated yen-buying intervention since 1998, aiming to stabilize the yen and reduce the risk of Japan selling U.S. Treasuries to fund currency support.
Analysts say the move also supports global bond markets, though lasting yen strength will likely require tighter Bank of Japan policy rather than repeated intervention.
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$TSLA - TESLA EUROPE SALES SHOW MIXED JULY TREND
Tesla's July registrations surged 86% in France and 52% in Denmark, but plunged 97% in Norway, 81% in Spain, and 60% in Sweden.
The mixed results follow Tesla's record Q2 deliveries, with investors now awaiting registration data from Germany and the UK later this week.
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Tesla's July registrations surged 86% in France and 52% in Denmark, but plunged 97% in Norway, 81% in Spain, and 60% in Sweden.
The mixed results follow Tesla's record Q2 deliveries, with investors now awaiting registration data from Germany and the UK later this week.
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$MSTR - STRATEGY: STRATEGY SOLD 1,637 BTC REDUCING HOLDINGS TO 842,138 BTC
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DEUTSCHE BANK RAISES S&P 500 EPS FORECASTS
Deutsche Bank lifted its 2026 S&P 500 EPS forecast to $358 (from $342) and 2027 to $420 (from $390) after strong Q2 earnings.
A record 87% of companies have beaten estimates, with profits on track to grow 33% in Q2. The bank said earnings strength is broadening beyond Big Tech, supported by record margins and robust sales growth.
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Deutsche Bank lifted its 2026 S&P 500 EPS forecast to $358 (from $342) and 2027 to $420 (from $390) after strong Q2 earnings.
A record 87% of companies have beaten estimates, with profits on track to grow 33% in Q2. The bank said earnings strength is broadening beyond Big Tech, supported by record margins and robust sales growth.
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MORGAN STANLEY SEES CLOUD SPENDING SURGING TO $1.2T
Morgan Stanley expects global cloud capital spending to reach $1.2 trillion in 2027, up 30% YoY and $170 billion above pre-Q2 estimates.
The firm said all four major U.S. hyperscalers remain capacity constrained as AI demand continues to outpace supply. Alphabet ($GOOGL), Amazon ($AMZN) and Meta ($META) all raised 2026 capex guidance, while Microsoft ($MSFT) maintained its spending outlook.
Morgan Stanley believes consensus is still too conservative, forecasting cloud capex could reach $1.4 trillion, driven by strong AI adoption, rising cloud demand, multi-year customer commitments and improving returns on infrastructure investment.
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Morgan Stanley expects global cloud capital spending to reach $1.2 trillion in 2027, up 30% YoY and $170 billion above pre-Q2 estimates.
The firm said all four major U.S. hyperscalers remain capacity constrained as AI demand continues to outpace supply. Alphabet ($GOOGL), Amazon ($AMZN) and Meta ($META) all raised 2026 capex guidance, while Microsoft ($MSFT) maintained its spending outlook.
Morgan Stanley believes consensus is still too conservative, forecasting cloud capex could reach $1.4 trillion, driven by strong AI adoption, rising cloud demand, multi-year customer commitments and improving returns on infrastructure investment.
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$MSTR - STRATEGY SELLS 1,638 BITCOIN, BOOSTS CASH RESERVE
Strategy raised $290.6M by selling 3.01M shares through its ATM program.
The company allocated $250M to its USD Reserve, $28.9M to STRC share repurchases and $11.7M to cash.
Strategy also sold 1,638 Bitcoin at an average price of $63,957, raising $104.7M to fund preferred dividends and additional STRC buybacks.
As of Aug. 2, the company held 842,138 Bitcoin worth $63.5B at an average cost of $75,419 per coin.
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Strategy raised $290.6M by selling 3.01M shares through its ATM program.
The company allocated $250M to its USD Reserve, $28.9M to STRC share repurchases and $11.7M to cash.
Strategy also sold 1,638 Bitcoin at an average price of $63,957, raising $104.7M to fund preferred dividends and additional STRC buybacks.
As of Aug. 2, the company held 842,138 Bitcoin worth $63.5B at an average cost of $75,419 per coin.
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UBS: FOOD INFLATION TO STAY HIGHER FOR LONGER
UBS expects food inflation to remain elevated, driven by climate-related supply shocks, rising labor costs, stricter livestock standards and strong demand.
While advances in agricultural technology may improve efficiency, the bank says they are unlikely to significantly lower food prices.
UBS believes persistent food inflation could benefit supermarkets, but may reduce consumer spending on restaurants and other discretionary goods.
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UBS expects food inflation to remain elevated, driven by climate-related supply shocks, rising labor costs, stricter livestock standards and strong demand.
While advances in agricultural technology may improve efficiency, the bank says they are unlikely to significantly lower food prices.
UBS believes persistent food inflation could benefit supermarkets, but may reduce consumer spending on restaurants and other discretionary goods.
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DEUTSCHE BANK SEES GOLD FAIR VALUE AT $4,700
Deutsche Bank says gold remains in an "explosive phase" that began in August 2024, with its models pointing to a year-end fair value of around $4,700/oz, above its $4,600 Q4 forecast.
While some valuation models imply downside toward $2,600, the bank believes the correction has likely bottomed near $3,900, with official demand and supportive macro factors keeping the long-term outlook bullish.
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Deutsche Bank says gold remains in an "explosive phase" that began in August 2024, with its models pointing to a year-end fair value of around $4,700/oz, above its $4,600 Q4 forecast.
While some valuation models imply downside toward $2,600, the bank believes the correction has likely bottomed near $3,900, with official demand and supportive macro factors keeping the long-term outlook bullish.
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IRAN REJECTS U.S. HORMUZ PROPOSAL
According to Al Mayadeen, citing an Iranian source, Tehran rejected the latest U.S. proposal, insisting the Strait of Hormuz will not fully reopen until the war ends.
The source also claimed Washington made a concession regarding the closure of the southern shipping route in the strait. These claims have not been independently verified.
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According to Al Mayadeen, citing an Iranian source, Tehran rejected the latest U.S. proposal, insisting the Strait of Hormuz will not fully reopen until the war ends.
The source also claimed Washington made a concession regarding the closure of the southern shipping route in the strait. These claims have not been independently verified.
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$AMZN AMAZON HITS $3 TRILLION IN MARKET VALUE FOR THE FIRST TIME
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$AMZN - AMAZON SHARES TOUCH RECORD HIGH, LAST UP 4.6%
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JPMORGANCHASE DOUBLES DOWN ON HOUSING, AIMING TO DEPLOY $750 BILLION THROUGH 2035—UP BY MORE THAN $200 BILLION—THROUGH ITS AMERICAN DREAM INITIATIVE
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JPMORGAN EXPANDS $750B HOUSING COMMITMENT
JPMorgan Chase ($JPM) plans to deploy $750 billion through 2035 to expand U.S. housing supply and homeownership, a nearly 40% increase from the previous decade.
The initiative aims to finance 1 million affordable housing units and help 500,000 buyers purchase homes, including 200,000 first-time buyers.
The bank will also increase mortgage lending, hire 850 Home Lending Advisors, and support housing policy reforms to boost construction and affordability.
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JPMorgan Chase ($JPM) plans to deploy $750 billion through 2035 to expand U.S. housing supply and homeownership, a nearly 40% increase from the previous decade.
The initiative aims to finance 1 million affordable housing units and help 500,000 buyers purchase homes, including 200,000 first-time buyers.
The bank will also increase mortgage lending, hire 850 Home Lending Advisors, and support housing policy reforms to boost construction and affordability.
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TRUMP URGES CHEVRON TO CUT OIL PRICES
President Trump praised Chevron ($CVX) CEO Mike Wirth for the company's performance but said it was made possible by his administration's energy policies.
Trump highlighted Chevron's return to Venezuela as an example of that support and urged the company—and the broader oil industry—to lower consumer fuel prices immediately.
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President Trump praised Chevron ($CVX) CEO Mike Wirth for the company's performance but said it was made possible by his administration's energy policies.
Trump highlighted Chevron's return to Venezuela as an example of that support and urged the company—and the broader oil industry—to lower consumer fuel prices immediately.
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TRUMP: OIL COMPANIES AS WELL…AND GET YOUR CONSUMER (RETAIL!) OIL PRICES DOWN, NOW!
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TRUMP TELLS OIL COMPANIES "GET YOUR CONSUMER (RETAIL!) OIL PRICES DOWN, NOW!"
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🇺🇸TRUMP'S MONDAY SCHEDULE
• 8:00 AM ET – Executive Time
• 12:00 PM ET – Policy Meeting
• 1:30 PM ET – Signs Executive Order (Press Pool)
• 3:00 PM ET – Policy Meeting
• 4:30 PM ET – Policy Meeting
• 5:30 PM ET – Policy Meeting
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• 8:00 AM ET – Executive Time
• 12:00 PM ET – Policy Meeting
• 1:30 PM ET – Signs Executive Order (Press Pool)
• 3:00 PM ET – Policy Meeting
• 4:30 PM ET – Policy Meeting
• 5:30 PM ET – Policy Meeting
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ISM U.S. MANUFACTURING ACTIVITY INDEX 55.6 IN JULY (CONSENSUS 54.0) VS 53.3 IN JUNE
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