Softs Report - Thursday July 30
July 30, 2026
Coffee and Cocoa remain mixed as markets weigh harvest delays against cooling global demand.
In this article: CANE
Weekly Market Pulse: The Forgotten Asset
REITs are outperforming the S&P 500 and Nasdaq year-to-date as the crowded AI narrative faces growing skepticism.
Buffett Built His Fortune Without Tech Skill. The AI Era Won't Let You.
What has changed between Berkshire's early decades and today's AI-driven market, told through the data.
Mag 7 Earnings Preview: Alphabet's Cloud Surge And CapEx Hike Raise The Stakes
Markets are weighing AI monetization against rising capex as Mag 7 growth remains the primary driver for the S&P 500.
FOMC Preview: Fed To Stay On Hold After June’s Hawkish Shift
The Fed is expected to hold rates steady in July, pausing after June's hawkish shift as inflation and labor data cool.
Green Across The Grid
The S&P 500 Utilities sector surged 2.29% in a rare perfect breadth rally, pushing it into overbought territory.
LATEST ARTICLES
Silver Rises As Softer US Inflation Weighs On US Dollar
July 30, 2026
Silver climbed 1.7% as cooling US Core PCE inflation and slowing GDP growth pressured the US Dollar.
In this article: SLV
Chart Of The Week: AI’s Competitive Edge
July 30, 2026
Corporate bankruptcies hit 16-year highs as high rates squeeze traditional models.
USD/JPY: Strong Suspicion Of Intervention
July 30, 2026
Japanese authorities likely launched a massive FX intervention as USD/JPY dropped 3.5% amid Fed-driven dollar weakness.
XRP Holds Near 1.08 After Sharp Weekly Pullback
July 30, 2026
XRP is stabilizing near $1.08 as buyers step in after a sharp 5% weekly pullback.
In this article: XRP-X
US Dollar Suffers Sharp Selloff Amid Spike In US Treasury Yields
July 30, 2026
The US Dollar Index sank 0.9% despite surging Treasury yields, likely due to suspected Japanese intervention to support the yen.
The Other Monetary Metal: Why Silver Is Still The Cheapest Insurance In The Room
July 30, 2026
Silver remains undervalued, trading 60% below its inflation-adjusted highs despite a six-year supply deficit.
Could China's Gold Reserves Surpass The U.S. Within Five Years?
July 30, 2026
China's covert gold buying puts it on track to surpass U.S. reserves within five years as Beijing aggressively diversifies.
Also Mentions: GLD
GDP Growth Slows To 1.5 Percent In Second Quarter Vs 2.3 Percent Consensus
July 30, 2026
U.S. GDP growth slowed to 1.5% in Q2, missing consensus even as private domestic sales surged 3.9%.
Market Cap Of New Homes Continues Stumbling As Mortgage Rates Rise
July 30, 2026
The U.S. new home market continued stumbling along in May 2026.
Crude, Gold Outlook As Middle East War Intensifies
July 30, 2026
Brent crude prices target $100 as US-Iran strikes intensify and global inventories hit multi-decade lows.
Nasdaq 100 Rallies On One Earnings Report, While Dow Jones Industrial Average Barely Moves
July 30, 2026
Microsoft fueled a Nasdaq 100 rally on strong cloud growth, but rising yields and a Meta slump signal underlying fragility. Structural risks persist as investors await earnings from Apple and Amazon.
The Federal Reserve Speaks And The Markets Listen...In Spades! What Does It All Mean For You?
July 30, 2026
The Fed rate decision had 9 Governors voting to hold rates steady while 3 voted for a rate hike.
How To Invest In China: A Practical Guide For Institutional Investors And Family Offices
July 30, 2026
Institutional investors can capture China's AI and EV growth by balancing offshore structures with onshore A-share access.
Also Mentions: TCEHY
EDITOR'S CHOICE
REITs are outperforming the S&P 500 and Nasdaq year-to-date as the crowded AI narrative faces growing skepticism.
What has changed between Berkshire's early decades and today's AI-driven market, told through the data.
Markets are weighing AI monetization against rising capex as Mag 7 growth remains the primary driver for the S&P 500.
IN THE SPOTLIGHT
The Federal Reserve's lack of forward guidance is forcing the bond market to take the lead on setting rate policy.
JinkoSolar offers a projected 24.7% annual return, anchored by a 10.05% dividend yield.
Commodities dominate late-cycle markets with average returns of 27%, crushing performance from large-cap value and...
Chainlink is nearing the final stages of its corrective decline as it tests critical support near $6-$7.
DataMeds AI utilizes blockchain and AI to disrupt the $35 billion healthcare records market by tokenizing patient data.