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"https://www.marketwatch.com/story/its-the-worst-time-in-years-to-invest-in-ai-credit-markets-almost-no-upside-and-plenty-of-downside-a200d5c7?mod=mw_rss_topstories", "datetime": 1785941040, "category": "general" }, { "headline": "I got two email invitations from friends. 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"\u2014", "act": "3.640%", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-04", "time": "16:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "API Crude Oil Stock Change (08/01)", "prev": "3.296M", "fcast": "-2M", "act": "2.690M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "07:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "MBA 30-Year Mortgage Rate (08/01)", "prev": "6.76%", "fcast": "\u2014", "act": "6.81%", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "07:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "MBA Mortgage Applications (08/01)", "prev": "-6.4%", "fcast": "\u2014", "act": "-2.9%", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "07:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "MBA Mortgage Market Index (08/01)", "prev": "247.2", "fcast": "\u2014", "act": "240.0", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "07:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "MBA Mortgage Refinance Index (08/01)", "prev": "723.1", "fcast": "\u2014", "act": "709.1", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "07:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "MBA Purchase Index (08/01)", "prev": "159.8", "fcast": "\u2014", "act": "154.0", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "08:15", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "ADP Employment Change (Jul)", "prev": "98K", "fcast": "70K", "act": "44K", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "08:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Treasury Refunding Announcement", "prev": "\u2014", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "ISM Services Business Activity (Jul)", "prev": "55.4", "fcast": "\u2014", "act": "59.1", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "ISM Services Employment (Jul)", "prev": "51.2", "fcast": "\u2014", "act": "47.4", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "ISM Services New Orders (Jul)", "prev": "55.1", "fcast": "\u2014", "act": "57.2", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "ISM Services PMI (Jul)", "prev": "54.0", "fcast": "54.5", "act": "54.1", "imp": "red", "beat": "miss", "source": "finviz" }, { "date": "2026-08-05", "time": "10:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "ISM Services Prices (Jul)", "prev": "67.7", "fcast": "\u2014", "act": "70.3", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Crude Oil Imports Change (08/01)", "prev": "-0.237M", "fcast": "\u2014", "act": "0.297M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Crude Oil Stocks Change (08/01)", "prev": "-7.167M", "fcast": "-1.5M", "act": "2.479M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Cushing Crude Oil Stocks Change (08/01)", "prev": "-0.771M", "fcast": "\u2014", "act": "2.356M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Distillate Fuel Production Change (08/01)", "prev": "0.015M", "fcast": "\u2014", "act": "-0.134M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Distillate Stocks Change (08/01)", "prev": "1.062M", "fcast": "0.2M", "act": "-3.473M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Gasoline Production Change (08/01)", "prev": "0.178M", "fcast": "\u2014", "act": "-0.309M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Gasoline Stocks Change (08/01)", "prev": "0.007M", "fcast": "-1.3M", "act": "-1.643M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Heating Oil Stocks Change (08/01)", "prev": "0.308M", "fcast": "\u2014", "act": "-0.144M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Refinery Crude Runs Change (08/01)", "prev": "0.271M", "fcast": "\u2014", "act": "-0.183M", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "11:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "17-Week Bill Auction", "prev": "3.875%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-05", "time": "16:05", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Fed Cook Speech", "prev": "\u2014", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "05:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Challenger Job Cuts (Jul)", "prev": "45.849K", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "08:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Continuing Jobless Claims (07/25)", "prev": "1782K", "fcast": "1790K", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "08:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Initial Jobless Claims (08/01)", "prev": "197K", "fcast": "202K", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "08:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Jobless Claims 4-week Average (08/01)", "prev": "202.75K", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "08:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Nonfarm Productivity QoQ Prel (Q2)", "prev": "0.3%", "fcast": "0.6%", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "08:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Unit Labour Costs QoQ Prel (Q2)", "prev": "1.8%", "fcast": "2.1%", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "09:20", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "NY Fed Bill Purchases 4 to 12 months", "prev": "\u2014", "fcast": "$3.453 billion", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "10:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "Wholesale Inventories MoM (Jun)", "prev": "0.3%", "fcast": "0.3%", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "10:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "EIA Natural Gas Stocks Change (08/01)", "prev": "28Bcf", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "11:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "4-Week Bill Auction", "prev": "3.63%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "11:30", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "8-Week Bill Auction", "prev": "3.675%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" }, { "date": "2026-08-06", "time": "12:00", "ctry": "\ud83c\uddfa\ud83c\uddf8", "ev": "15-Year Mortgage Rate (08/07)", "prev": "6.04%", "fcast": "\u2014", "act": "\u2014", "imp": "orange", "beat": null, "source": "finviz" } ], "policy_rates": { "US": 4.5, "Eurozone": 2.65, "UK": 4.5, "Japan": 0.5, "Switzerland": 0.25, "Canada": 2.75, "Australia": 3.85, "New Zealand": 3.5, "Sweden": 2.25, "Norway": 4.5 }, "macro": { "US": { "cpi": "2.8%", "cpiP": "3.0%", "gdp": "2.4%", "gdpT": "Q1 2025", "unemp": "4.2%", "unempT": "Jun 2025", "stance": "Hawkish Hold", "last": "Hold 4.50%", "next": "Jul 30", "pricing": "1 cut by Sep" }, "Eurozone": { "cpi": "2.1%", "cpiP": "2.2%", "gdp": "1.0%", "gdpT": "Q1 2025", "unemp": "6.3%", "unempT": "May 2025", "stance": "Dovish Easing", "last": "Cut to 2.65%", "next": "Jul 17", "pricing": "1 more cut 2025" }, "UK": { "cpi": "3.5%", "cpiP": "3.3%", "gdp": "1.3%", "gdpT": "Q1 2025", "unemp": "4.4%", "unempT": "May 2025", "stance": "Cautious Hold", "last": "Hold 4.50%", "next": "Aug 7", "pricing": "1 cut by Nov" }, "Japan": { "cpi": "3.6%", "cpiP": "3.2%", "gdp": "-0.7%", "gdpT": "Q1 2025", "unemp": "2.5%", "unempT": "May 2025", "stance": "Gradual Tightening", "last": "Hold 0.50%", "next": "Jul 31", "pricing": "Hike to 0.75% H2" }, "Switzerland": { "cpi": "0.6%", "cpiP": "0.3%", "gdp": "1.4%", "gdpT": "Q1 2025", "unemp": "2.8%", "unempT": "Jun 2025", "stance": "Neutral", "last": "Cut to 0.25%", "next": "Sep 18", "pricing": "Hold through 2025" }, "Canada": { "cpi": "2.9%", "cpiP": "2.7%", "gdp": "1.7%", "gdpT": "Q1 2025", "unemp": "6.7%", "unempT": "Jun 2025", "stance": "Easing", "last": "Cut to 2.75%", "next": "Jul 30", "pricing": "1 more cut 2025" }, "Australia": { "cpi": "2.4%", "cpiP": "2.8%", "gdp": "1.3%", "gdpT": "Q1 2025", "unemp": "4.0%", "unempT": "May 2025", "stance": "Easing", "last": "Cut to 3.85%", "next": "Aug 5", "pricing": "1-2 cuts by Dec" }, "New Zealand": { "cpi": "2.5%", "cpiP": "2.2%", "gdp": "0.7%", "gdpT": "Q1 2025", "unemp": "5.1%", "unempT": "Q1 2025", "stance": "Easing Cycle", "last": "Cut to 3.50%", "next": "Jul 9", "pricing": "2 more cuts 2025" }, "Sweden": { "cpi": "2.3%", "cpiP": "2.5%", "gdp": "1.1%", "gdpT": "Q1 2025", "unemp": "8.9%", "unempT": "May 2025", "stance": "Dovish Hold", "last": "Hold 2.25%", "next": "Aug 20", "pricing": "Hold through 2025" }, "Norway": { "cpi": "2.7%", "cpiP": "2.8%", "gdp": "1.5%", "gdpT": "Q1 2025", "unemp": "4.1%", "unempT": "May 2025", "stance": "Hawkish Hold", "last": "Hold 4.50%", "next": "Aug 14", "pricing": "Cut Q4 2025" } }, "sentiment": {}, "scenarios": {}, "gov_bonds": {} }