NEW HIGHS!!! Shaking off the bad stuff.
In the midst of earnings season – peak was last week.
Let’s Look at the Fear and Greed Index.
Unemployment numbers are out (Something for everyone)
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- Let's Look at the Fear and Greed Index
- Unemployment numbers are out (Something for everyone)
- CPI Data out tomorrow then PPI Thursday
- NEW HIGHS!!! Shaking off the bad stuff
- In the midst of earnings season - peak was last week
- OIL - Rebounding on NO DEAL (what a surprise)
NO Agenda / DHUnplugged Meet-Up - Follow Up (8-8-2026)
Starting off with Fear and Greed
- Check this out:
FEAR AND GREED INDICATOR- July CPI is expected to ease to 3.4% from a year earlier, with core inflation forecast near 2.5%.
- The probability of a September Fed rate increase has moved back toward 48% as oil rebounded and several policymakers continued to emphasize inflation risks.
- A soft reading would support bonds, technology and precious metals. A hot reading would revive stagflation concerns by combining weaker hiring with renewed price pressure.
Tariffs Return Under New Authority
- New tariffs of 10% to 12.5% cover imports from 60 trading partners.
- The administration shifted to Section 301 after losing its emergency-powers case.
- Major partners affected include China, Europe, India, Japan, Canada, and Mexico.
- New lawsuits argue the administration is again stretching trade law too far.
- 25 States are suing on this ....
Free Cash Flow Changes - Year Over Year
------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company’s ability to fund buybacks, dividends, debt repayment, or growth.