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GeopoliticsIMPORTANT

A senior American official told me that the round of talks with Iran in Geneva was "a hamburger stuffed with nothing." and is one of the reasons why Trump is close to making a decision on the issue of going to war with Iran, according to Axios' Ravid

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

U.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)