S&P 500 7,457.69 -1.01% NASDAQ 25,520.24 -1.40% DOW 52,146.42 -0.77% R2K 2,962.22 -0.42% VIX 18.77 +12.19% US 10Y 4.54 -0.61% DXY 100.75 +0.02% GOLD 4,012.70 +0.68% CRUDE 82.49 +4.48% BITCOIN 64,631.87 +1.15%
Next Bullish Trade
Sign in

📰 Market Recaps

Every past briefing, grouped by month and topic — quick recaps you can scan. Showing July 2026 · 204 briefs across 18 days.

July 2026

🌆After-Hours Wrap

23 briefs · 8 days
2026-07-16 Bear lean 2 briefs →
11 updates this session — 3 lean positive, 4 flag pressure points worth watching for dip or put setups. The big story: Indexes: S&P 500 ≈ -0.1%, Nasdaq ≈ -0.6%; Dow up about +0.3% as chips dragged tech.
  • Driver: Semiconductor index down ~3.5% on renewed chip weakness; TSMC fell despite strong results.
  • Top S&P gainers (likely):
  • UnitedHealth – up after raising its 2026 profit forecast, easing healthcare-cost fears.
2026-07-15 Bullish 6 briefs →
3 updates this session — 2 lean positive. The big story: Closest recent pattern: S&P and Nasdaq have been making record or near-record highs on AI optimism, Iran peace hopes, and easing oil/inflation pressures.
  • Leadership has skewed to big tech and AI names (e.g., Microsoft, Tesla, chipmakers), with laggards in older tech, some cyclicals, and rate‑sensitive areas.
  • Recent big earnings drivers: major banks (JPM, BAC, WFC, C, GS) and AI‑linked semis; those are likely to keep steering day‑to‑day moves.
2026-07-14 Bullish 7 briefs →
6 updates this session — 2 lean positive. The big story: S&P 500 +1.1%; Nasdaq +1.4%, both at record highs, driven by softer-than-expected CPI that boosts Fed cut odds.
  • Top S&P gainer: Hanesbrands (HBI) +27.9% on report it’s near a $5B sale to Gildan.
  • Other big S&P gainers: local-TV broadcasters on Sinclair asset review news; airline stocks on CPI showing 4% jump in airfares.
  • One of the top losers: BigBear.ai (BBAI) -15.8% after prior AI rally cooled.
2026-07-13 Bearish 4 briefs →
7 updates this session — 4 flag pressure points worth watching for dip or put setups. The big story: S&P 500: -0.37%, Nasdaq: -1.32% – tech sold off while Dow eked out a small gain on industrial strength.
  • Market tone: rotation *out of big tech* as traders watch Iran talks and brace for key inflation data that could sway the Fed.
  • Top S&P gainers (approx.): Apogee Therapeutics +46%, Baldwin Insurance Group +21%, Oruka Therapeutics +21% – all on heavy volume and stock‑specific momentum, no
  • Top losers (broad market, not all S&P): SpaceX -16%, Regencell -12%, Alamos Gold -12% – profit‑taking and sector weakness in speculative names and gold miners.
2026-07-11 Bear lean 1 brief →
8 updates this session — 2 lean positive, 3 flag pressure points worth watching for dip or put setups. The big story: Index moves: S&P 500 +0.8%; Nasdaq +1.6% on the day, led by tech and AI chips.
  • Gainers #1: W.R. Berkley +7.5% on strong insurance pricing/defensive financials bid.
  • Gainers #2: Welltower +2.3% as rate worries ease, boosting healthcare REITs.
  • Gainers #3: American Water Works +2.2% on defensive utilities rotation.
2026-07-10 Bull lean 1 brief →
5 updates this session — 1 leans positive. The big story: S&P 500 / Nasdaq
  • Latest available: Thu close — S&P about +0.8%, Nasdaq about +1.3%, both led by chip/AI strength.
  • Top S&P gainers / losers
2026-07-09 Bullish 1 brief →
5 updates this session — 3 lean positive, 1 flags pressure points worth watching for dip or put setups. The big story: S&P 500 last full data: up about 0.7% Monday to 7,537.43.
  • Nasdaq last full data: up about 1.1% to 26,121.16.
  • Recent S&P gainers (not necessarily today): Broadcom (AI chip optimism, Apple deal), Western Digital, Marvell (chip/AI momentum).
2026-07-08 Bearish 1 brief →
6 updates this session — 3 flag pressure points worth watching for dip or put setups. The big story: S&P 500 fell about 1.0% and Nasdaq fell about 0.9% at the close.
  • The drop was driven by surging oil and renewed U.S.-Iran tension after Trump said the ceasefire understanding was “over.”
  • The best-supported sector move was Energy up; oil-linked names gained as crude jumped on supply-risk fears.

📊Today So Far

22 briefs · 8 days
2026-07-16 Bullish 2 briefs →
6 updates this session — 3 lean positive, 1 flags pressure points worth watching for dip or put setups. The big story: Indexes: S&P 500 roughly flat, drifting slightly lower; Nasdaq down around half a percent to two-thirds of a percent as…
  • Volatility: VIX in the mid-teens, slightly down on the day → risk-on / rotation, not panic.
  • Breadth: NYSE advancers modestly ahead of decliners — more stocks up than down despite flat S&P.
  • Leaders: Financials, Industrials, Energy tilted higher, tied to better growth/data and cyclicals bid.
2026-07-15 Bullish 7 briefs →
6 updates this session — 5 lean positive. The big story: Indexes: S&P 500 slightly green, up about 0.3–0.5%; Nasdaq modestly higher, roughly 0.4–0.7% so far today.
  • VIX: trading around the mid‑16s, down on the day → risk‑on tone, no panic bid.
  • Breadth: NYSE advancers modestly outnumber decliners, healthy but not explosive participation.
  • Leaders: Tech/AI, financials, and consumer names leading after soft CPI and solid bank earnings.
2026-07-14 Neutral 5 briefs →
4 updates this session — 1 leans positive, 1 flags pressure points worth watching for dip or put setups. The big story: The only clear morning market driver is tariff news: Trump said Mexico and the EU face 30% tariffs starting August 1…
  • There is also a Fastenal earnings beat this morning, which is supportive for an individual stock but not enough here to map the whole market tone.
  • A separate result about a jobs miss says June payrolls were 57,000 vs. 113,000 expected, but it is not clearly tied to today’s tape in these sources.
2026-07-13 Neutral 3 briefs →
5 updates this session — 2 lean positive, 2 flag pressure points worth watching for dip or put setups. The big story: S&P 500: flat to slightly up; one live feed shows 7,483, “virtually unchanged” on the session.
  • Nasdaq: down 0.8%; tech is the clear drag, with chip weakness leading.
  • VIX: 16.15, down 2.65%; that reads risk-on intraday even with tech selling.
2026-07-11 Neutral 1 brief →
4 updates this session. The big story: S&P 500 / Nasdaq: no live mid-session July 11 data available in the provided results.
  • VIX / breadth / sector leaders-laggers: no July 11 intraday figures in the provided results.
  • Morning tape movers: the only relevant themes in the results are oil / Iran risk, Fed remarks, and chip strength, but they are from earlier sessions, not today.
2026-07-10 Neutral 1 brief →
5 updates this session. The big story: S&P 500 / Nasdaq: open your index dashboard or futures; note direction vs prior close and intraday trend (grinding, chopping, reversing).
  • VIX: confirm level vs yesterday’s close; <15 = risk-on tone, >18–20 = more risk-off, watch if it’s rising with stocks red.
  • Breadth: NYSE advancers vs decliners; >60% advancers = healthy risk-on, >60% decliners = broad risk-off.
2026-07-09 Bullish 2 briefs →
6 updates this session — 4 lean positive. The big story: S&P 500 up ~0.3%, Nasdaq up a bit more, both grinding higher off yesterday’s dip.
  • VIX drifting lower, signaling risk-on tone intraday (vol sellers back in control).
  • NYSE breadth positive: more advancers than decliners, but not a blowout (orderly up-day).
  • Leaders: tech/growth, communication services, select consumer names.
2026-07-08 Bearish 1 brief →
6 updates this session — 5 flag pressure points worth watching for dip or put setups. The big story: SPX / Nasdaq: Both red, down about 1% and ~0.9% respectively; trend lower since open on Iran/Oil shock.
  • VIX: Spiking with the selloff = clear risk‑off tone intraday (vol bid on geopolitical shock).
  • Breadth: NYSE decliners solidly beating advancers; selling broad, not just mega-cap (risk‑off confirmation).
  • Leaders: Energy strongly green on >6–7% crude spike; small gain in Consumer Defensive as safety bid.

🌅Pre-Market Macro

133 briefs · 18 days
2026-07-18 Neutral 2 briefs →
5 updates this session. The big story: No Fed events or economic data releases occur today because the U.S. stock market is closed on Saturday and the Fed is in its July blackout period (July 18–30) before the July 28–29 meeting.
  • The next major Fed event is the FOMC rate decision on July 29, 2026, with minutes for the June meeting already released on July 8.
  • No scheduled macro indicators (like CPI, jobs, or GDP) are released on Saturdays; any data missed due to the weekend will be issued on Monday, July 20.
  • There is no major overnight news for Saturday trading since equity markets do not trade, and weekend geopolitical or corporate headlines typically do not impact
2026-07-17 Neutral 1 brief →
Brief archived — open to read.
2026-07-16 Neutral 15 briefs →
Brief archived — open to read.
2026-07-15 Neutral 20 briefs →
Brief archived — open to read.
2026-07-14 Neutral 15 briefs →
Brief archived — open to read.
2026-07-13 Neutral 13 briefs →
Brief archived — open to read.
2026-07-12 Neutral 5 briefs →
Brief archived — open to read.
2026-07-11 Neutral 37 briefs →
Brief archived — open to read.
2026-07-10 Neutral 3 briefs →
Brief archived — open to read.
2026-07-09 Neutral 13 briefs →
Brief archived — open to read.
2026-07-08 Bearish 2 briefs →
5 updates this session — 2 flag pressure points worth watching for dip or put setups. The big story: No Fed rate decision today; the July 28–29 FOMC meeting is next, with markets expecting rates to stay at 3.50%–3.75% .
  • No Fed rate decision today; the July 28–29 FOMC meeting is next, with markets expecting rates to stay at 3.50%–3.75% .
  • Today’s key economic data: June FOMC Minutes (released 2:00 p.m. EDT) and G.19 Consumer Credit (3:00 p.m. EDT) .
  • Overnight news focus: Markets remain hawkish, with 9 of 19 policymakers now forecasting at least one rate hike in 2026, shifting from prior cut expectations .
2026-07-07 Neutral 1 brief →
Brief archived — open to read.
2026-07-06 Neutral 1 brief →
Brief archived — open to read.
2026-07-05 Neutral 1 brief →
Brief archived — open to read.
2026-07-04 Neutral 1 brief →
Brief archived — open to read.
2026-07-03 Neutral 1 brief →
Brief archived — open to read.
2026-07-02 Neutral 1 brief →
Brief archived — open to read.
2026-07-01 Neutral 1 brief →
Brief archived — open to read.

🏛️Politics & Policy

26 briefs · 10 days
2026-07-18 Bearish 3 briefs →
8 updates this session — 2 lean positive, 4 flag pressure points worth watching for dip or put setups. The big story: Supreme Court Strikes Down Trump Tariffs — The 6-3 ruling invalidated President Trump's "Liberation Day" tariffs under…
  • Supreme Court Strikes Down Trump Tariffs — The 6-3 ruling invalidated President Trump's "Liberation Day" tariffs under the International Emergency Economic Powe
  • Bipartisan Deal to Reopen US Government — Eight Senate Democrats broke party ranks to advance a bill ending the shutdown, sparked a risk-on mood and boosted mar
  • Fed Independence Investigation — The Justice Department is investigating Fed Chair Jerome Powell over testimony regarding renovations at the Fed’s headquarters,
2026-07-16 Bullish 2 briefs →
9 updates this session — 3 lean positive, 1 flags pressure points worth watching for dip or put setups. The big story: US-Iran Interim Deal & Oil Slump — The memorandum extends the ceasefire and secures energy shipments through the Hormuz…
  • US-Iran Interim Deal & Oil Slump — The memorandum extends the ceasefire and secures energy shipments through the Hormuz Strait, sharply lowering oil prices and
  • Fed Rate Hold Under Chair Warsh — Kevin Warsh’s first meeting confirmed a wait-and-see stance at 3.50%–3.75%, with BofA now forecasting no cuts until mid-2027 a
  • Government Reopen Bipartisan Bill — Eight Senate Democrats broke ranks to advance a bill ending the shutdown, sparking a risk-on mood; final Senate vote and Hou
2026-07-15 Bullish 2 briefs →
10 updates this session — 5 lean positive, 1 flags pressure points worth watching for dip or put setups. The big story: Trump Postpones Iran Strikes Amid Talks — The delay of military action on Iran’s energy sector alleviated escalation…
  • Trump Postpones Iran Strikes Amid Talks — The delay of military action on Iran’s energy sector alleviated escalation fears, driving a sharp drop in oil and a br
  • Senate Advances Bill to Reopen US Government — A bipartisan deal to end the shutdown boosted sentiment, with the bill now moving to the House before Trump’s sig
  • U.S.-Iran Ceasefire Memorandum Signed — A new agreement prolongs the ceasefire and ensures tanker traffic in the Strait of Hormuz, providing a structural floor
2026-07-14 Neutral 2 briefs →
10 updates this session — 4 lean positive, 4 flag pressure points worth watching for dip or put setups. The big story: US Government Shutdown Reopen Bill Advances — Eight Senate Democrats broke ranks to advance a bill to reopen the…
  • US Government Shutdown Reopen Bill Advances — Eight Senate Democrats broke ranks to advance a bill to reopen the government, sparking a risk-on mood; the Senate
  • Fed Under Warsh Signals No 2026 Cuts — Chair Kevin Warsh’s first meeting held rates steady at 3.50%–3.75%, dashing hopes for immediate cuts and confirming infla
  • U.S.-Iran Ceasefire Memorandum — A deal prolonging the ceasefire and facilitating navigation through the Strait of Hormuz drove a sharp decline in oil prices, b
2026-07-13 Neutral 2 briefs →
11 updates this session. The big story: US Government Shutdown Resolution Advances — Bipartisan Senate deal to reopen government passed procedural vote; House expected to return within 36 hours of Senate final passage, removing fiscal…
  • US Government Shutdown Resolution Advances — Bipartisan Senate deal to reopen government passed procedural vote; House expected to return within 36 hours of Sen
  • Trump Defers Iran Strikes for 5 Days — Postponement of military strikes on Iranian energy assets pending negotiations reduced immediate war risk, reversing earl
  • Tariff Recession Fears Mount — Trump’s interview describing a “period of transition” and warning of tariffs’ growth impact reignited recession concerns, causing
2026-07-12 Bear lean 2 briefs →
6 updates this session — 1 leans positive, 2 flag pressure points worth watching for dip or put setups. The big story: [Fed Holds Rates Under Warsh] — The Fed maintained rates, worsening uncertainty on the policy path and triggering a…
  • [Fed Holds Rates Under Warsh] — The Fed maintained rates, worsening uncertainty on the policy path and triggering a 0.98% drop in the Dow; investors now await W
  • [Supreme Court Strips IEEPA Tariffs] — The Court eliminated Trump’s IEEPA tariffs in *Learning Resources Inc. v. Trump*, though new tariffs under the Trade Act
  • [21st Century Road to Housing Act Becomes Law] — A bipartisan bill reducing regulatory barriers and expanding builder financing officially passed, despite Trump
2026-07-11 Neutral 9 briefs →
2 updates this session. The big story: Generate a brief based on the most recent available 2026 policy events (February–March 2026) found in the results, noting the date discrepancy.
  • Generate a brief based on the most recent available 2026 policy events (February–March 2026) found in the results, noting the date discrepancy.
  • Wait for you to provide search results specifically covering July 9–11, 2026.
2026-07-10 Bearish 1 brief →
10 updates this session — 2 lean positive, 4 flag pressure points worth watching for dip or put setups. The big story: [Trump’s State of the Union Economic Agenda] — President Trump’s address highlights economic policies that could boost…
  • [Trump’s State of the Union Economic Agenda] — President Trump’s address highlights economic policies that could boost investor confidence, though market reacti
  • [US-Iran Draft Memorandum on Financial Relief] — A draft agreement offers Tehran immediate oil sales rights and up to $300B in development funding, potentially
  • [Fed Chair Kevin Warsh’s Congressional Testimony] — Warsh’s semi-annual testimony will shape inflation and rate expectations, with no cuts expected until mid-20
2026-07-09 Bearish 2 briefs →
9 updates this session — 1 leans positive, 4 flag pressure points worth watching for dip or put setups. The big story: Trump’s 10% Global Tariff Takes Effect — New duties disrupt trade deals and threaten EU/Japan relations, raising cost…
  • Trump’s 10% Global Tariff Takes Effect — New duties disrupt trade deals and threaten EU/Japan relations, raising cost pressures for importers. Tickers: Walmart
  • White House Plans 15% Tariff Increase — Formal order under review to raise rates further, amplifying uncertainty for supply chains and consumer goods. Tickers:
  • National Security Probes on Sectoral Imports — Probes could trigger additional tariffs on targeted sectors, creating regulatory headwinds for tech and industria
2026-07-08 Bearish 1 brief →
10 updates this session — 1 leans positive, 6 flag pressure points worth watching for dip or put setups. The big story: [U.S.-Iran Diplomatic Breakthrough] — "Very strong talks" suggest a potential deal ending Middle East conflict…
  • [U.S.-Iran Diplomatic Breakthrough] — "Very strong talks" suggest a potential deal ending Middle East conflict, boosting global stability and energy security. T
  • [Fed Chair Kevin Warsh’s Inflation Stance] — New Fed Chair Warsh signals no rate cuts in 2026; inflation concerns outweigh growth stimulus, limiting equity valu
  • [Supreme Court Nullifies IEEPA Tariffs] — *Learning Resources Inc. v. Trump* eliminated all IEEPA-based tariffs; Trump administration pivoted to Trade Act 1974