Fed nominee Miran on CNBC: Pleased the BLS number is well behaved

DVA dips 8% YTD, missing S&P 500 gains. Analysts hold, with a $156.57 avg. target, but margins are squeezed.

Cotton futures see mixed action; Oct '25 contract up 5 pts to 66.25, Dec '25 up 5 pts to 67.39. Volume lower.

Crude oil futures dip as Sep contract hits $63.45, volume down 54%. Traders eye bearish trend.

US corps slash cash to 20% from 40% since 2021, chasing higher yields in longer-duration Treasuries. Duration up to 0.61 yrs.

July CPI hits 3.1% (ex-food/energy), fueling Fed rate cut debate amid job market slowdown. Markets eye September.

Europe's defense spending surge (5% GDP target) fuels stocks & euro, even with peace talks. Russia's history of broken deals means spending likely stays high.

US-China trade truce extended 90 days; tariffs stay 30%/10%. Markets unmoved, but US importers shift from China. Bitcoin fell $118K.