(de)flation - EUV bottleneck still - Kimi K3 meh moment - and higher for markets!

0:00 - 17:28 Economic data 17:29 - 29:35 Yields and rates 29:36 - 38:25 Real yields and OAS 38:26 - 48:02 ASML and EUV 48:03 - 59:29 Factor Analysis 59:30 - 1:11:36 SPY and Earnings PDF repository/July Live Sessions: https://7584408165302.gumroad.com/ Link to CFA subscription: https://www.markmeldrum.com Link to Applied Level Subscription: https://www.markmeldrum.com/subscript... Every 2 weeks, I highlight a company in a new or emerging market segment, or a stock that is newsworthy. I develop an AI 40-prompt infographic for each highlighted company. If you want this e-mailed to you the day before the Market Outlook is released, click here: https://drmarkmeldrum.substack.com/ Below are links to data sources I use or will use in the Market Outlook Major Foreign holders of UST: https://ticdata.treasury.gov/resource... Realtor.com: https://www.realtor.com/research/nove... Economic calendar: https://tradingeconomics.com/calendar This Week in Earnings: https://lipperalpha.refinitiv.com/wp-... Money Market flows: https://www.ici.org/research/stats/mmf Fed Balance Sheet: https://www.federalreserve.gov/moneta... SIFMA: https://www.sifma.org/resources/resea... Freddie Mortgage Rates: https://www.freddiemac.com/pmms Treasury: https://home.treasury.gov/resource-ce... SOMA https://www.newyorkfed.org/markets/so... EFFR https://www.newyorkfed.org/markets/re... Reverse Repo https://www.newyorkfed.org/markets/de... FedWatch Tool: https://www.cmegroup.com/markets/inte... STIR analytics https://www.cmegroup.com/tools-inform... Forward Curves: https://www.chathamfinancial.com/tech...