Let me think carefully about what's genuinely NEW at EOD July 16 vs. what I covered in the July 15 EOD entry. What I covered in the July 15 EOD entry: - IBM plummeted 25.2% (largest single-day decline ever, -$69B market cap) - ASML raised FY 2026 guidance to €43-45B; Q2 net sales €9.3B - Semiconduct

Let me think carefully about what's genuinely NEW at EOD July 15 vs. what I covered in the July 14 EOD entry. What I covered in the July 14 EOD entry: - June CPI: headline -0.4% MoM vs -0.1% forecast; core CPI flat vs +0.2% expected - JPM record Q2 profit $16.9B, $6.14 EPS vs $5.59 consensus, 86% su

Let me think carefully about what's genuinely NEW at EOD July 14 vs. what I covered in the July 13 EOD entry. What I covered in the July 13 EOD entry: - CPI consensus for largest monthly decline since April 2020 on gas prices; core CPI +0.25% MoM expected - Iran escalation over weekend (Brent +4%, f

Let me think carefully about what's genuinely NEW at EOD July 13 vs. what I covered in the Sunday game plan (July 12) and prior entries. What I covered in the Sunday game plan (July 12): - June CPI on Monday July 14 as the dominant catalyst - Q2 bank earnings Monday July 14 (JPM, GS, WFC, BAC, C) -

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