Tesla is still dominating. In the first half of 2026, they secured over 52% of the U.S. EV market. 1. Tesla: 52.3% — 242,100 units sold 2. Chevrolet: 6.1% — 28,267 3. Hyundai: 5.8% — 26,936 4. Cadillac: 4.7% — 21,855 5. Rivian : 4.7% — 21,770 6. Toyota: 4.7% — 21,767 7. Ford: 3.6% — 16,606 8. Kia: 2.7% — 12,627 9. BMW: 2.4% — 10,790 10. Subaru: 2.2% — 10,064 11. Honda: 1.8% — 8,407 12. Lexus: 1.7% — 7,814 13. GMC: 1.4% — 6,645 14. Lucid: 1.1% — 5,208 15. Volvo: 0.9% — 3,964 16. VW: 0.8% — 3,768 17. Mercedes: 0.6% — 3,010 18. Porsche: 0.6% — 2,967 19. Other Brands: 0.6% — 2,596 20. Nissan: 0.4% — 1,774 21. Audi: 0.4% — 1,697 22. Genesis: 0.1% — 560 23. Dodge: 0.1% — 534 24. Jeep: 0.1% — 418 25. Mini: 0.1% — 307 26. Acura: 0.0% — 108 (Data Via Cox Automotive Q2 2026 EV sales)

World Currencies vs. the U.S. Dollar One-Year Change As of June 30, 2026: 🇨🇴 Colombian peso: +19.2% 🇮🇱 Israeli shekel: +13.2% 🇭🇺 Hungarian forint: +8.9% 🇿🇦 South African rand: +8.1% 🇲🇽 Mexican peso: +7.7% 🇨🇳 Chinese yuan: +5.6% 🇦🇺 Australian dollar: +5.2% 🇧🇷 Brazilian real: +5.2% 🇲🇾 Malaysian ringgit: +3.1% 🇳🇴 Norwegian krone: +1.8% 🇨🇱 Chilean peso: +1.0% 🇪🇬 Egyptian pound: +0.8% 🇭🇰 Hong Kong dollar: +0.1% 🇦🇪 UAE dirham: 0.0% 🇶🇦 Qatari riyal: 0.0% 🇸🇦 Saudi riyal: -0.2% 🇷🇺 Russian ruble: -0.4% 🇨🇿 Czech koruna: -1.1% 🇸🇬 Singapore dollar: -1.7% 🇨🇭 Swiss franc: -1.8% 🇹🇭 Thai baht: -2.3% 🇸🇪 Swedish krona: -2.4% 🇪🇺 Euro: -3.0% 🇩🇰 Danish krone: -3.1% 🇬🇧 Pound sterling: -3.4% 🇨🇦 Canadian dollar: -4.1% 🇵🇱 Polish złoty: -4.2% 🇳🇿 New Zealand dollar: -6.8% 🇹🇼 Taiwan dollar: -8.2% 🇵🇭 Philippine peso: -8.2% 🇮🇩 Indonesian rupiah: -9.3% 🇮🇳 Indian rupee: -9.4% 🇯🇵 Japanese yen: -11.3% 🇰🇷 South Korean won: -12.6% 🇹🇷 Turkish lira: -14.6% 🇦🇷 Argentine peso: -18.9% Source: Deutsche Bank, Bloomberg Finance LP.

🇺🇸US DATA RUNS HOT: INFLATION STICKY, DEMAND FIRM INFLATION • Headline PCE MoM: +0.2% vs +0.1% est.; prior -0.1% • Headline PCE YoY: +3.7% vs +3.6% est.; prior +3.7% • Core PCE MoM: +0.2% vs +0.2% est.; prior +0.1% • Core PCE YoY: +3.3% vs +3.3% est.; prior +3.3% GDP • Q2 GDP annualized: +1.5% vs +1.5% est.; prior +1.5% • Personal consumption: +3.4% vs +3.2% est.; prior +3.2% • GDP Price Index: +6.4% vs +6.2% est.; prior +6.2% • Core PCE QoQ: +3.6% vs +3.4% est.; prior +3.4% INCOME & SPENDING • Personal income MoM: +0.4% vs +0.2% est.; prior +0.2% • Personal spending MoM: +0.2% vs +0.1% est.; prior +0.3% • Real personal spending MoM: 0.0% vs 0.0% est.; prior +0.4% DURABLE GOODS • Durable goods orders MoM: +1.1% vs +0.5% est.; prior +0.5% • Durables ex-transportation: +0.4% vs +0.6% est.; prior +0.7% • Core capital goods orders: +0.2% vs +0.7% est.; prior revised to +1.7% • Core capital goods shipments: +1.4% vs +1.0% est.; prior revised to +2.4% BOTTOM LINE: Inflation remains sticky while consumer demand and headline durable goods beat expectations. GDP growth was in line, but stronger price pressures could keep the Fed cautious on rates.

🌙 Tonight's thesis — picks frozen Monday Jul 27 The index frame: SPX band 7,371–7,421, lean CALLS (skew +0.08) — the tape earns a bullish tilt. Fed-liquidity read: neutral (z -0.4, 20d -0.0). Standing back from: Hyperscalers (-4.3%/5d), Software (-2.4%/5d), Power / DC Infra (-2.2%/5d) — longs there are discounted until the 5-day trend itself recovers (a one-day pause is a dead-cat, the worst state in our backtest). The top of the book, and why: - CVX CALL (risk-adj vote +1.4) — Net edge here — running into CVX's upcoming catalyst (buy-the-rumor), though Energy is soft. (also: MACD) - MCD PUT (risk-adj vote -1.1) — Net edge here — fading MCD's momentum (though Defensive is bid today). (also: Wall Position) - NFLX CALL (risk-adj vote +1.1) — Net edge here — running into NFLX's upcoming catalyst (buy-the-rumor), as money rotates into Growth Tech. (also: 3-Day Up Streak) - BRK-B CALL (risk-adj vote +1.0) — Net edge here — running into BRK-B's upcoming catalyst (buy-the-rumor). (also: Pre-Event Run-up) Risk posture: 33 calls / 35 puts screened (puts carry a ×1.25 evidence bar — the tape drifts up). Every vote here is risk-adjusted (σ+β), liquidity-taxed, factor-capped at 3 per correlated complex, and stripped of earnings coin-flips. High conviction means diverse agreement per unit of risk, not loudness. The trade: buy ~3:50 PM ET, sell ~9:40 AM ET. 📋 The full board — 33 bet-up / 35 bet-down, ranked in the card 🐲 $SPX #Stocks# #OptionsTrading#

🇬🇧 England vs Norway 🇳🇴 – All Historical Football Matches 1937: Norway 0-6 England 1938: England 4-0 Norway 1949: Norway 1-4 England 1966: Norway 1-6 England 1980: England 4-0 Norway 1981: Norway 2-1 England 1992: England 1-1 Norway 1993: Norway 2-0 England 1994: England 0-0 Norway 1995: Norway 0-0 England 2012: Norway 0-1 England 2014: England 1-0 Norway England wins: 7 Draws: 3 Norway wins: 2

NEW YORK FED BOOSTS Q3 GDP OUTLOOK The New York Fed raised its Q3 2026 GDP growth forecast to 2.3%, up from 2.14%. The upgrade was driven by stronger-than-expected building permits and the Philadelphia Fed Manufacturing Survey. The Fed sees a 50% probability range of 1.1%–3.4%, while the wider 80% range stands at 0.0%–4.5%.