Us considers delaying collection of planned polysilicon tariffs'- bloomberg

Us court orders lifting of trump’s freeze on wind projects'- bloomberg

Trump to speak with saudi leader on iran matters

Washington correspondent for cnbc megan cassella posts on x "a U.S. official tells @kevinwilliamb any "temporary routes" through strait of hormuz will be "without any impediments—meaning no approvals or permissions and no tolls."

Carney says aluminum prices open way to trade deal with trump'- bloomberg

World's smartest banker warns of hidden margin debt; sandisk, wdc disappoint; sk hynix's flash crash

Iranian lawmaker says proposed hormuz measures remain at expert review stage, parliament has invited specialists to submit recommendations to help finalize draft

Iranian lawmaker says parliament committee reviewing preliminary bill to ban U.S., israeli and other 'hostile' vessels from strait of hormuz

Fcc removes cap on local tv ownership'- bloomberg

Federal communications commission chair carr says restrictions on imports of robots, power inverters is to send message that it's time to invest in us production

U.S. issues new cuba-related sanctions; U.S. targets under new cuba-related sanctions include individuals in china and russia

Traders on kalshi now think it’s likely that the s&p 500 will hit 8,000 in 2026' - cnbc

Republican senators propose to repeal california emissions rules'- reuters

Deepseek resumes $8b round with monolith in the running'- bloomberg

USA wholesale trade sales (mom) for june -3.0% vs 3.5% prior

USA wholesale inventories (mom) for june 0.2% vs 0.3% est

USA initial jobless claims revises prior from 197k to 198k

USA unit labor costs (qoq) for q2 1.3% vs 2.2% est.

USA initial jobless claims 199k vs 203k est.

USA continuing jobless claims 1,801k vs 1,790k est.

USA nonfarm productivity (qoq) for q2 1.4% vs 0.6% est.

Watching oil futures; traders circulating report that oman and iran may soon issue a statement regarding a temporary transit corridor through strait of hormuz

Kevin warsh to stick with lean fed messaging despite market backlash' - financial times

Stock market today: dow futures gain, nasdaq 100 slips as hormuz deal talks progress—spacex, sandisk, applovin in focus

Joel greenblatt turned corporate chaos into 50% annual returns by buying what wall street had to sell

Fed's daly says does not see job market creating much inflation pressure; longer run inflation expectations are well anchored; fed should not take stable inflation expectations for granted; the fed is facing different types of risks when it comes to setting rate policy; completely supportive of holding rates steady in july; fed still needs to gather data to set future policy move

Fed's daly says tariffs had clear impact on inflation; sees some evidence impact of tariffs beginning to fade on inflation; if the middle east war ends, it should help lower inflation; technology investment is helping drive up inflation; many think that supply shocks will cause temporary jump in inflation; 'good reasons' to think supply shocks will not have lasting inflation impact

On cnbc, ceo of jpmorgan chase jamie dimon says asset prices are high; market leverage is pretty high; there is a lot of margin debt you don't see because it’s called other things; token costs will be controlled; fed chairman warsh doing the right thing, raising the right issues with task forces; there are lot of companies that want to go public, some don't have

Fed’s cook says there are reasons to believe inflation levels can cool; so far ai hasn’t created notable job losses; it may yet turn out that the fed does not need to raise rates; job market has been resilient; sour consumer mood tied to a number of factors including high inflation

Fed’s cook says supported holding rates steady at recent fomc while waiting for more data; ready to raise rates if disinflation trend does not return; risk rising that too high inflation will become embedded in economy; firmly committed to restoring price stability; inflation risks outweigh job market risks; fed running out of room to wait for disinflation to return; economy resilient and growth at ‘solid pace’

Trump readies tariffs and price floors to bolster U.S. polysilicon

Us suspends imports from mexico's largest avocado producer' - afp news agency

Spacex chooses nvidia; short squeeze drives market rally, but extreme positive sentiment flashes warning

Iran's deputy foreign minister says no talks with U.S. have been held in recent days

Iran's deputy foreign minister says potential transit route negotiated by iran and oman could be viable for 2 to 4 months

The hormuz letter posts on x "iran has launched a ballistic missile attack on bahrain, per initial reports from fars. this is the first attack on bahrain in nearly two weeks."

Eia weekly distillates stocks 3.473m barrel draw vs 0.200m barrel build est.

USA gasoline inventories 1.643m barrel draw vs 1.300m barrel draw est.

USA crude oil inventories 2.479m barrel build vs 1.500m barrel draw est.

Ism non-manufacturing employment for july 47.4 vs 51.2 prior

Ism non-manufacturing pmi for july 54.1 vs 54.5 est.

Ism non-manufacturing prices for july 70.3 vs 67.7 prior

Iran and oman negotiators finalize draft strait of hormuz deal

USA s&p global composite pmi for july 54.5 vs 53.6 est

USA s&p global services pmi for july 54.6 vs 53.6 est

Bitcoin loses to stocks for the first time in 14 years

USA adp nonfarm employment change for july 44k vs 68k est.

Fed's kashkari, on cnbc, says ultimately committee has to decide on right communications posture; i think it is good for market to understand reaction function; there is value in continuing tradition of explaining reaction function; don't think there is a magic number of meetings

Fed's kashkari, on cnbc, says my goal is not to slow economy, my goal is to bring down inflation; most of inflation recently is from supply shocks, with some demand layered on top; believes now is the time to start slowly moving interest rates up; not calling for dramatic increase in rates

Stock market today: s&p 500, dow futures gain after scott bessent signals strait of hormuz deal with iran in sight—amd, spacex, sandisk in focus