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TRENDING
Magician’s Sleight of Hand
Inflation Is Policy - July 17, 2026
Out with the New, In with the Old
Geopolitics Test Gold's Strength
Gold's Quiet Week
When You’re at Sea, Bring a Lifeboat
Gold IRAs: The Pros and Cons of Including Precious Metals in Your Retirement Portfolio
Daily Briefing Jul 27, 2026

Monday, July 27, 2026

Evening

  • Dow futures are little changed after index posts back-to-back winning sessions: Live updates
    CNBC
  • SK Hynix Slumps Below US IPO Price as Mega-Listings Turn Sour
    Yahoo/Bloomberg
  • BlackRock Dodges AI Bond Flop as $12.3 Billion Debt Deal Rallies
    Yahoo/Bloomberg
  • Citadel Securities Sees Warsh Delivering Surprise Fed Rate Hike
    Yahoo/Bloomberg
  • Data Center Power Supplies Imperiled by Crunch in Top US Grid
    Bloomberg
  • Iran War Enters 6th Month and a Period of Greater Uncertainty
    NYT
  • Saudi Arabia Blames Iran-Backed Militias for Attack on Oil Facilities
    WSJ
  • Big Tech credit risks rise sharply as AI spending soars
    FT
  • OpenAI hacking incident is ‘warning shot’ on cyber security, Microsoft’s AI chief warns
    FT

Afternoon

  • Nasdaq, S&P 500 edge lower as tech stocks drop; focus on Mideast conflict
    Reuters
  • Bond investors, unsure about Fed policy outlook, hedge against US rate shock
    Reuters
  • Trump says US is talking with Iran right now
    Reuters
  • Houthis say they targeted Saudi east-west oil transport
    Reuters
  • Trump to Axios: I'm ready for "strong military action" if Iran talks fail
    Axios
  • The "no surprises" Fed is in doubt
    Axios
  • Trump says Fed should lower interest rates
    Reuters
  • Corporate Bonds Lose Appeal as Shock Absorber, Carlyle Says
    Bloomberg
  • Even China’s A.I. Powerhouses Can’t Figure Out How to Profit Off A.I.
    NYT
  • Why Restarting a Nuclear Power Plant Can Be Much Harder Than Expected
    NYT
  • Donald Trump rebuilds his tariff wall
    NYT

General

  • Stocks rally as oil prices fall after U.S. and Iran pause attacks: Live updates
    CNBC
  • Oil slides 5% as Iran reportedly signals halt to attacks if U.S. pause holds
    CNBC
  • Shares, bonds make guarded gains as oil slips
    Reuters
  • Crisis-Level Swings Become New Normal in 2026 Stock Market
    Yahoo/Bloomberg
  • Mediators see progress in diplomatic efforts to halt Iran war, 2 regional officials say
    AP
  • Drones attack Iran's neighbours as Tehran appears to test Trump's latest pause
    Reuters
  • The growing jitters over hyperscaler debt
    Axios
  • Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing
    Yahoo/Bloomberg
  • Cracks appear in the vision of off-grid AI data centers
    Axios
  • China Vows Response to US Sanctions Threat Against AI Firms
    Yahoo/Bloomberg
  • Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors
    Yahoo/Bloomberg
  • US Core Capital Goods Orders Climb by More Than Expected
    Bloomberg
  • Satellites Show Tank Fire at Saudi Oil Plant Jazan After Attack
    Bloomberg
  • A Third of Americans Swelter as Summer Heat Tests Power Grids
    Bloomberg
  • El Niño May Push Global Warming to 2C or Higher in the Short Term
    Bloomberg
  • The Fed’s New Chairman Faces His Biggest Test Yet
    NYT
  • Open or Shut? The A.I. Debate That’s Driving a Wedge Through Big Tech.
    NYT
  • 5 Things to Know About Meta’s Giant Data Center in Louisiana
    NYT
  • Iran War Forces Energy Buyers to ‘Unshackle’ From Global Markets
    NYT
  • The ‘Unsettled’ Vibe That’s Creeping Through the Markets
    WSJ
  • Washington’s Very Sensitive Secret: How Many U.S. Missiles Are Left?
    WSJ
  • Big Companies Are Starting to Hire Again, Defying Predictions of AI Wipeout
    WSJ
  • China’s Tycoons Made Fortunes Offshore. Now the Party Is Over.
    WSJ
  • Hedge funds grow at the fastest rate ever
    FT
  • Ukraine, Iran and how regional wars go global
    FT
  • AI companies spend record sums on Washington lobbying
    FT
  • The sting in the tail of Japan’s lost decades
    FT
  • China’s industrial profits grow at slowest pace this year
    FT
  • France and Spain brace for more extreme heat as wildfires rage
    FT
Courtesy of Doug Noland's Credit Bubble Bulletin
  • Podcasts
  • Articles
The Old Market Order Is Breaking—What It Means for Gold
Weekly Commentary • Jul 22, 2026
0:00
Of Tectonic and Economic Shifts
The New Era That Awaits – July 24, 2026
When You’re at Sea, Bring a Lifeboat
Inflation Is Policy – July 17, 2026
Out with the New, In with the Old
Magician’s Sleight of Hand
Back Effort with Insurance
Weekly Commentary
The Old Market Order Is Breaking—What It Means for Gold

In this special edition of the McAlvany Weekly Commentary, we revisit highlights from our June 17, 2026 McAlvany Wealth Mangement webinar, When Old Assumptions Fray: Positioning for the New Market Order. David McAlvany examines why the assumptions that shaped the last several decades may no longer fit an environment of persistent inflation, rising debt, elevated […]

David McAlvany Posted on Jul 22, 2026
Of Tectonic and Economic Shifts
McAlvany Recap • Jul 27, 2026
The New Era That Awaits – July 24, 2026
Wealth Management News • Jul 25, 2026
Gold Eyes Higher Prices
Golden Rule Radio • Jul 23, 2026
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