A.M. Look 7/24/23

I’m not interested in chasing anything today.

Grains are at the upper end of value for the past couple of months.

Oil seems to want higher.

I’ve no interest in chasing the rally in Bund going into Thursday’s ECB.

Big tech earnings are up tomorrow and Wednesday. The names releasing can move the needle in the Indices.

Suisse is the currency to watch today, which along with the Pound is still correcting against the Yen
* Tuesday: Fed’s two-day meeting starts. Earnings expected from Microsoft, Alphabet, Snap, Cal-Maine Foods, Albertsons, 3M, Visa, Verizon, GM, GE, Spotify, and Raytheon
* Wednesday: Samsung Galaxy Unpacked. Earnings expected from Meta, Boeing, Coke, Union Pacific, Chipotle, AT&T, Hilton, eBay, and Mattel

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