TDAGeneric NAM

MARKET RECAP at 4 pm ET Wall Street indexes retreated and oil prices rallied as markets focused on the Coming Up outlook for Federal Reserve interest home sales for July totaled 4.05 rates and a potential deal between the million, following a prior reading of 4.09 United States and Iran to reopen the million. The NFIB Business Optimism Strait of Hormuz. Treasury yields and Index for July is also due. the dollar rose as investors braced for key inflation readings this week. Gold Venture Global is expected to report extended gains on strong bullish second-quarter results, with investors momentum. focused on margins from spot LNG sales, progress toward full commercial REUTERS/Dado Ruvic STOCKS Close Chng % Chng Yr-high Yr-low operations at Plaquemines LNG and From U.S. earnings front, updates on the CP2 LNG project. DJIA 53, ,744.33 45,057.28 CoreWeave is expected to report a Nasdaq 26, ,190.21 20,690.25 sharp jump in second-quarter revenue Cava Group is expected to post a rise S&P 500 7, ,793.68 6,316.91 36, ,443.29 27,731.12 as the company sees a surge in in second-quarter sales, with investors Toronto FTSE 10, ,989.45 9,670.46 demand for its AI cloud services amid looking for comments on price points, Eurofirst 2, ,652.27 2,231.14 massive data center spending by tech value offers and consumer sentiment Nikkei 66, ,831.73 50,558.91 companies, with investors focused on following the Cyclospora outbreak. Hang Seng 25, ,056.10 22,518.00 the outlook and investment plans for the year. Additionally, in its In Latin America, Brazil's statistics TREASURIES Yield Price preliminary fourth-quarter results, agency IBGE is scheduled to release 10-year 4.7026 -11 /32 Super Micro Computer is expected its IPCA inflation index for July, with 2-year 4.2410 -2 /32 to have received total new orders in the monthly figure expected to rise 5-year 4.4083 -7 /32 excess of $60 billion for the period. 0.03% after a 0.16% increase in June, 30-year 5.2488 -18 /32 Investors will look out for commentary and the annual rate seen at 4.4%. on the new orders, customers and Mexico may report June industrial FOREX Last % Chng long-term demand prospects. output, with the annual figure expected Euro/Dollar 1.1541 -0.15 to rise 1.1% after declining 0.7% in Dollar/Yen 159.28 0.95 The National Association of Realtors May and the monthly figure is expected Sterling/Dollar 1.3506 0.13 is expected to report U.S. existing to be 0.3%. Dollar/CAD 1.3936 -0.01 USD/CNH (Offshore) 6.7464 0.05

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Front Month Crude /barrel KEY ECONOMIC EVENTS Spot gold (NY/oz) Events ET Poll Prior Copper U.S. (front month/lb) CRB Index Total Return NFIB Business Optimism Index for July 0600 - 97.4 Existing Home Sales for July 1000 4.05 mln 4.09 mln S&P 500 Price $ Chng % Chng Existing Home Sales Percentage Change for July 1000 - -2.4% GAINERS Datadog Inc APA Corporation Akamai Technologies Inc LOSERS Coherent Corp. Lumentum Holdings Inc. Verisk Analytics, Inc.

Market Monitor Stocks closed lower as hopes for an imminent deal to reopen the Strait of Hormuz faded and as Intel shares fell. Intel closed 4.06% lower. "It’s record margins and record earnings. That's just been the story of this market, and yet the overlay of the Iran conflict just pulls risk sentiment on and then pulls it off," said Tom Hainlin, an investment strategist at U.S. Bank Wealth Management in Minneapolis. "The direct impact is just the energy sector and ... oil prices, and they're just sticky here above where they were on February 27 before the conflict. So there's clearly no transparency of the path to get back to where we were before the conflict started, and so that premium's just being built in. So far, the world's been able to work around it, but those workarounds don't last forever." The Dow fell 0.11% to 53,975.98, the Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, August 7. S&P 500 lost 0.06% to 7,753.11 and REUTERS/Jeenah Moon the Nasdaq was down 0.32% at 26,605.36. closely watched consumer price seeing gains in the early trade as the inflation report for July, after a much US/Iran peace deal looks to be delayed Treasuries retreated, in line with…