Description
0:00 - 8:32 Economic data
8:33 - 20:50 Yields and rates
20:51 - 30:54 Real yields and OAS
30:55 - 54:13 Fed's Working Committees
54:14 - 1:04:17 Cattle and Hogs
1:04:18 - 1:11:29 SPY and Earnings
PDF repository/July Live Sessions:
https://7584408165302.gumroad.com/
Link to CFA subscription: https://www.markmeldrum.com
Link to Applied Level Subscription: https://www.markmeldrum.com/subscriptions/
Every 2 weeks, I highlight a company in a new or emerging market segment, or a stock that is newsworthy. I develop an AI 40-prompt infographic for each highlighted company.
If you want this e-mailed to you the day before the Market Outlook is released, click here: https://drmarkmeldrum.substack.com/
Below are links to data sources I use or will use in the Market Outlook
Major Foreign holders of UST:
https://ticdata.treasury.gov/resource-center/data-chart-center/tic/Documents/slt_table5.html
Realtor.com:
https://www.realtor.com/research/november-2025-data/
Economic calendar:
https://tradingeconomics.com/calendar
This Week in Earnings:
https://lipperalpha.refinitiv.com/wp-content/uploads/2026/07/TRPR_82221_859.pdf
Money Market flows:
https://www.ici.org/research/stats/mmf
Fed Balance Sheet:
https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm
SIFMA:
https://www.sifma.org/resources/research/us-corporate-bonds-statistics/
Freddie Mortgage Rates:
https://www.freddiemac.com/pmms
Treasury:
https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value=2023
SOMA
https://www.newyorkfed.org/markets/soma-holdings
EFFR
https://www.newyorkfed.org/markets/reference-rates/effr
Reverse Repo
https://www.newyorkfed.org/markets/desk-operations/reverse-repo
FedWatch Tool:
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html?redirect=/trading/interest-rates/countdown-to-fomc.html
STIR analytics
https://www.cmegroup.com/tools-information/quikstrike/short-term-interest-rate-analytics.html
Forward Curves:
https://www.chathamfinancial.com/technology/us-forward-curves