RIA reported Russia used drones to strike seven Ukrainian cargo ships at Mykolaiv port and in the Black Sea.

Castle Securities says that despite a cooling in retail speculation, the forces pushing US equities to record highs remain intact. The firm’s head of equity and equity derivatives strategy, Scott Rubner, says the market is shifting from a flow-driven regime toward one increasingly determined by earnings, corporate demand and the macro backdrop. Its data show retail withdrawal cut leveraged-ETF assets by 28% to $154.0 bln. Concurrently, lower financing costs for equity positions have eased pressure on Wall Street trading desks and reduced demand for leverage. A recent run of strong earnings continues to support the market: earnings are delivering upside surprises, valuations look more attractive, and share-buyback activity should accelerate as blackout periods end.

加拿大7月標普全球製造業採購經理人指數 53.5，前值53。