{[{fTkzmaxfudITnNQDZxZXw4Phm5Sy9kZ7jYSUn4Vav5rC7SJiuYo7kcrv9uZher8Vk-ZPWpVZXv1DfHjwrSok0WKm7h06efspPZ0mbseZ}]} • TECH EARNINGS PREVIEW – META, MSFT, and QCOM • TRADING THE FED – Mkt Intel scenario analysis • FED DAY BREAKEVENS – Rates Trader Vivek Nangia • EARNINGS: DAILY MACRO READ-THROUGH – Ellen updates us on results from yesterday JULY 29, 2026 IDEAS & INSIGHTS – IN BRIEF JPM MARKET INTEL MORNING UPDATES • US MKT INTEL VIEW – Tactically Bullish and we update the Monetization Menu • GLOBAL MKT INTEL – Ou ...