Edition for Tuesday, August 4, 2026
A Summer Lull Yields to Rate Reality
Disappointing manufacturing data and persistent inflation fears will see equities drift lower as bond yields consolidate their recent gains.
Our call:Markets should go down·65% chance we're right·confidence 75/100
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Opening Bell
SPX
-0.70%
↑ 35%
NDX
-1.10%
↑ 30%
DJI
-0.50%
↑ 40%
RUT
-1.20%
↑ 30%
VIX
+3.50%
↑ 60%
DXY
+0.30%
↑ 65%
The Editorial
Disappointing manufacturing data and persistent inflation fears will see equities drift lower as bond yields consolidate their recent gains.