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The United States: Tighter lending conditions point to a downturn in consumer credit ahead.

Equities: Here is a look at the S&P 500 Q2 year-over-year earnings growth by sector.

Rates: Speculators are positioned for a deeper curve inversion.

China: Exports surprised to the downside, declining 14.5% from last year.


Emerging Markets: Chile’s exports dipped below 2021 levels last month.

Commodities: US grains’ second attempt to rally has been thwarted.

Food for Thought: Here is insight into the Midwest drought:

Edited by William Villacis
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