Morning Juice – US Session Prep (28th July)

Sentiment
US Treasury yields declined across the curve as oil extended its pullback, with Brent crude nearing $85 per barrel after the US and Iran prolonged a pause in hostilities. Markets now await clearer signals on the Federal Reserve’s rate path, with swaps pricing around 9 BPS of tightening for Wednesday and a full hike by September.

Docket
10:00 ET
US CB Consumer Confidence for July
Forecast: 92.4 | Prior: 91.2 | Range: 95.4 / 90

13:00 ET
US $44 bln sells 7-Year Notes

Speakers
11:00 ET
Trump greets Israel’s PM Netanyahu [tentative]

14:00 ET
Trump attends the Funeral for Senator Lindsey Graham

Earnings
16:05 ET
Ford Q2 2026 Earnings
Est. EPS: 36c
Est. Rev: $46.04B

Visa Q3 2026 Earnings
Est. EPS: $3.23
Est. Rev: $11.4B

Good luck!