Tradehaven

Daily Morning Brew - Fed quick react https://caffeinatedcaptial.substack.com/p/the-daily-morning-brew-fed-flash

Trump Says He’d Be ‘Disappointed’ If China Sends Weapons To Iran https://www.bloomberg.com/news/articles/2026-07-29/trump-says-he-d-be-disappointed-if-china-sends-weapons-to-iran

KEY DATA 30-Jul JP Consumer Confidence FR/GE/EC GDP GE CPI EC Unemployment Rate EC Consumer Confidence US PCE Price Index US Initial Jobless Claims/Continuing Claims US GDP US Personal Spending US EIA Nat Gas Stock Change AUCTIONS Bills JP 3M SI 6M US 4W/8W Bonds JP 2Y CENTRAL BANKS AU RBA Hunter Speech UK BOE Interest Rate Decision UK BOE Bailey Speech

BBG - Stocks ended sharply lower as concerns about inflation drove longer-dated bond yields to an almost two-decade high after the Federal Reserve refrained from raising interest rates but a trio of dissents signaled support for tighter monetary policy. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The S&P 500 fell 1.5%, with the gauge also pummeled by a rout in chipmakers. The Nasdaq 100 fell 2.1% to enter technical correction, extending a slide from a record to 11%. The Philadelphia Semiconductor Index dropped 5.3%, its fifth straight session of declines. Treasury 30-year yields hit the highest since 2007. Brent crude topped $90. In late hours, Meta Platforms Inc. gave a disappointing forecast. Microsoft Corp.’s cloud unit posted a larger-than-expected increase in sales. WTI crude rose 6.9% after President Donald Trump reiterated that the US would hit Iran hard. The Bloomberg Dollar Spot Index fell 0.3%. The yield on 10-year Treasuries advanced 7 bps to 4.68%. Bitcoin fell 0.6%. Spot gold rose 0.6%. Fed Chairman Kevin Warsh insisted policymakers’ decision to leave interest rates unchanged wasn’t a sign of inertia at the central bank, which he reiterated is committed to tackling inflation. Warsh, in his second press conference, emphasized that markets will be freer under his chairmanship to chart their own course based on signals from the economy. With forward guidance curtailed, “participants are learning to play the ball and not the referee,” he said, noting that a tightening in financial conditions since the last press conference “provided us some comfort that we’ve got the ability and capability to deliver” on inflation. The absence of explicit forecasts - and Warsh’s nods to market autonomy - may have spurred volatility in bond rates.

AMAZON WILL OFFER A STARZ AND CRUNCHYROLL BUNDLE ON PRIME VIDEO STARTING JULY 29

Meteor shower to light up Singapore skies on July 29 and 30 https://www.asiaone.com/singapore/meteor-shower-singapore-2026-july

Happy full moon

Controlled violence is risk-on violence

TRUMP: U.S. STRIKES WILL TAKE PLACE AGAINST IRAN IN RESPONSE TO ATTACKS ON U.S. TARGETS IN JORDAN -FOX

FED PLAYBOOK: JPM'S S&P 500 SCENARIOS JPMorgan expects the Fed to hold rates, with a hawkish hold as its base case (50%), leaving the S&P 500 roughly flat to down 0.5%. A dovish hold (28%) is seen as the most bullish outcome, lifting the index up to 1%. A 25bp hike (20%) could send the S&P 500 down 1.5%-2%, with the Nasdaq likely underperforming.

🤦🏻‍♂️🤦🏻‍♂️🤦🏻‍♂️ Yemen's Houthis considering fees for ships sailing through Red Sea, sources say http://reut.rs/3TgxqPr

by popular request

Big market for aging populations … wait till they invent a charsiew-flavored yogurt !,, Danone SA sales climbed in the second quarter, buoyed by the popularity of its high-protein yogurts and fortified drinks for the elderly and ill https://www.bloomberg.com/news/articles/2026-07-29/danone-sales-climb-on-high-protein-medical-nutrition-demand

They = Gamblers

Looks like they are saved