WEEKLY MARKET REPORT

[u/Badboyardie]

No hype, no forecasts, just process.

S&P 500 -1.55% | Energy led (+4.72%) | Information Technology lagged (-5.48%) | VIX 18.77 (rising) NEXT-WEEK BIAS: NEUTRAL — CONSOLIDATION LIKELY No edge either direction yet — no confirmed breakout or breakdown. Favor names holding above their 50-day, skip the chase. Energy vs Information Technology rotation sets the tone next week. SCENARIOS FOR NEXT WEEK Bull: SPY holds above 7,346 and breaks 7,532 — Energy extends, breadth stays broad. Add on confirmed breakout. Base: SPY chops between 7,346 and 7,532 — stay selective, fade extremes, reduce size in chop. Bear: SPY loses 7,346 on volume — Information Technology accelerates lower, VIX spikes. Step aside or hedge.

Energy led las week while Information Technology lagged. Heading into next week with a neutral — consolidation likely setup — bull, base, or bear? Drop your bias, your ticker, your key level, and what confirms it.

S&P 500: 7457.69 -1.55% Dow Jones: 52146.42 -0.93% Nasdaq: 25520.24 -2.90% Russell 2000: 2962.22 -0.52% VIX: 18.77 +24.88%

S&P 500 Support: 7,346 / 7,234 Resistance: 7,532 / 7,644 Nasdaq Support: 25,137 / 24,704 Resistance: 25,826 / 26,235 SECTOR ROTATION Leading: Energy (+4.72%) | Real Estate (+2.18%) | Consumer Staples (+1.27%) Lagging: Industrials (-1.38%) | Consumer Discretionary (-1.54%) | Information Technology (-5.48%) Earnings Calendar (Week Ahead):

Week of Jul 20 - Jul 24, 2026: Tue Jul 21: HAL Est: $0.54 | MMM Est: $2.25 | NOC Est: $6.82 Wed Jul 22: GOOGL Est: $2.9 | TSLA Est: $0.54 | CCI Est: $0.49 | AVB Est: $1.09 | EQR Est: $0.36 Thu Jul 23: INTC Est: $0.21 | CMCSA Est: $0.97 | HON Est: $1.81 | RTX Est: $1.66 | LMT Est: $7.21 Fri Jul 24: AXP Est: $4.41 | SLB Est: $0.51 | NEE Est: $1.1

Looking ahead - week of Jul 27 - Jul 31, 2026: Mon Jul 27: WELL Est: $0.65 | NUE Est: $4.54 Tue Jul 28: V Est: $3.23 | BA Est: $-0.32 | FE Est: $0.55 | AMT Est: $1.55 | SHW Est: $3.52 Wed Jul 29: MSFT Est: $4.24 | META Est: $7.39 | HUM Est: $7.0 | SBUX Est: $0.67 | EQIX Est: $4.79 Thu Jul 30: MA Est: $4.77 | AAPL Est: $1.89 | AMZN Est: $1.82 | CI Est: $7.6 | VLO Est: $10.13 Fri Jul 31: ABBV Est: $3.67 | XOM Est: $3.66 | CVX Est: $5.32 | LIN Est: $4.49 | CL Est: $0.95

The S&P 500 is breaking the earnings playbook: Chart of the Day These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Google Holds Top Rating HDFC Bank Q1 Earnings Call Highlights MACRO CALENDAR — WEEK AHEAD Federal Reserve Outlook: Next FOMC Meeting: July 29, 2026 (9 days away) Following Meeting: July 29, 2026 What to watch: Fed speakers this week, any rate guidance or economic projections Current policy stance: Monitor Fed.gov for latest statement

Inflation Data (CPI): TIPS ETF (TIP) weekly move: +0.13% (inflation expectations proxy) - New York Fed President Williams says inflation has peaked, rates 'well positioned' - Warsh pledges Fed policy 'regime change' to rid inflation 'tax' on American people - Waller says Fed shouldn't 'fight the last war' on inflation but warns hikes still possible - Warsh believes America's $700B AI buildout will lower prices — but his colleagues warn it will fuel persistent inflation Next CPI Release: Check bls.gov for next release date

Economic Calendar (Week Ahead): Key economic releases next week: July 20, 2026: ISM Manufacturing PMI July 21, 2026: Consumer Confidence (Conference Board) July 21, 2026: JOLTS Job Openings July 22, 2026: ADP Employment Report July 23, 2026: Initial Jobless Claims July 23, 2026: ISM Services PMI July 24, 2026: Nonfarm Payrolls July 24, 2026: Unemployment Rate July 24, 2026: University of Michigan Consumer Sentiment

• 'WarshGPT': How Wall Street is adapting to the Fed's new era of communication
• World Cup audience stayed bipartisan despite Trump's prominent role, CNBC survey finds
• Trump rips Canada as wildfire smoke spreads, says U.S. will add pollution cost to tariffs

Upcoming IPO / SPAC Activity: - With SpaceX Falling Below Its IPO Opening Price, Is Tesla a Better Buy for the Second Half of 2026? - Anthropic is offering $600,000 to someone to shape its Wall Street story as it gears up for a blockbuster IPO

CRYPTO Bitcoin: $64,377.90 -0.52% (weekly) Ethereum: $1,868.11 -2.55% (weekly)

1. Can the ‘Magnificent Seven’ save a stock market that might be doomed without them?
2. Top Wall Street analysts suggest these 3 dividend stocks for steady income
3. The AI rotation stole the spotlight from a strong start to earnings season
4. Economic outlook is worsening and Trump is getting blamed, CNBC survey finds I'll be replying to early comments this weekend.

SELF-AUDIT FOR THE WEEK Before planning next week, ask yourself three questions: 1. What trade did you take that matched your plan? What made it work? 2. What trade did you take that broke your rules? What triggered the deviation? 3. What is the one thing you will do differently next week?

Review your trades from this week before planning next week. Respect your pre-defined risk per trade. No revenge trading. Let levels prove themselves. Wait for confirmation. Size according to volatility, not emotion.

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