**📰 Daily News Summary — 29.07.2026** **🌍 Global Markets** US stock markets closed the day with sharp sales, with a loss of 1.6% in S&P 500 and 1.8% in Nasdaq, following the balance sheet announcements of technology giants and the Fed's decisions. US 30-year bond interest rates climbed to their highest level since 2007 due to sales pressure and tightening expectations in the markets. #HIGH $DATA $BOND
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Is $BTC ready for the next leg up? **Donald Trump and Nvidia CEO Jensen Huang Met in the Oval Office ****#NVDA** ▪️ US President Donald Trump had an official meeting with Nvidia CEO Jensen Huang in the Oval Office in the White House. ▪️ While no official statement has been made regarding the details of the meeting yet, it is estimated that the focus is on the technology sector and artificial intelligence strategies. **Review:** Nvidia CEO's Oval Office visit may boost tech-focused expectations; However, no direct impact is expected on crypto markets.
- **ARM Holdings Announces Q1 Financial Results ****#ARM** - ▪️ Adjusted earnings per share (EPS) for Q1 2026 was $0.45 (expectation: $0.40), while total revenue was $1.29 billion (expectation: $1.26 billion). - ▪️ The company revised its revenue expectation for the 2026 Q2 period to $1.38 billion (expectation: $1.34 billion) and adjusted EPS expectation to $0.47 (expectation: $0.43).
$BTC
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- Why $NOT is gaining traction: - - **Monetary Policy Message from Kevin Warsh** - - ▪️ Kevin Warsh stated that central banks do not always have to be the focal point of the market. - - ▪️ Warsh emphasized that they will not hesitate to change policy or intervene if economic conditions make it necessary and appropriate. - - **Evaluation:** While Warsh's statements signal flexibility in central bank policies, a direct impact is not expected on the crypto markets.
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$NOT — worth watching. 🇺🇸 **FED Announced Interest Rate Decision (29/07 21:00)** ▪️ FED kept the policy interest rate constant at 3.75%, in line with expectations.
- $BOND — worth watching. - -Inflation will take time to recover. - We cannot cure inflation in 9 weeks. - -Inflation and employment are important to us, market signals are more important to us. - What's your take on $BOND right now?
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1. Breaking down what's happening: 2. - 🚨 **BREAKING NEWS: **Meta ($META ) lost **9% in after-hours trading after announcing **60.8 billion dollars of revenue in the second quarter of 2026**.** 3. - With this decline, the US stock market erased approximately **1.2 trillion dollars** market value today. 4. How are you managing your position today?
What does this mean for the market? 🚨Fed President Warsh stated that the US economy maintains its strong resistance and said that inflation is still **above the 2% target**. Warsh emphasized that the Fed will not make forward-looking guidance and that its decisions will depend entirely on economic data. While the Fed reiterated that it did not consider a higher inflation target, it stated that there has been a significant increase in nominal and real yields since the last meeting.
1. Breaking down what's happening: 2. - **🇺🇸 Warsh: Treasury Market Gives Signals (29/07 21:41)** 3. - ▪️ Former Fed Board Member Kevin Warsh stated that the US Treasury bond market sends a critical signal about the current economic course. 4. - ▪️ Warsh emphasized that market pricing moves in line with economic expectations.
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- $SAFE is moving. - **🇺🇸 Trump: Harsh Intervention Against Iran Is Coming** - ▪️ Donald Trump stated that they will make a heavy military or strategic move against Iran and said, "It is our turn, we will hit them hard." - ▪️ This harsh discourse, which came as of July 30, 2026, 03:21, triggered the perception of geopolitical risk and created the expectation of sudden volatility in the markets. - Stay disciplined.
1. $PEOPLE — worth watching. 2. The FED took this decision with a 9 to 3 vote majority. 3. 3 people wanted the interest rates to be increased. 4. What level are you watching for $PEOPLE ?
1. Breaking down what's happening: 2. - 🚨S&P 500 erased all its losses and turned the day green the day after the Fed decided to leave interest rates unchanged. 3. Stay disciplined. 4. Risk management comes first.
🚨While Apple exceeded the market value of **5 trillion dollars** for the first time in its history, its shares reached a new all-time high before the balance sheet. The options market expects a price movement of approximately **3.8%** after the balance sheet. On the other hand, Meta ($META ) shares have been losing value for **9 trading days** in a row.
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- $BTC at a decision point. - 🚨Five major investment banks revised their targets for gold prices downwards. - • JPMorgan: $4,500 - • Goldman Sachs: $4,900 - What's your take on $BTC right now?
$BTC is moving. **Warsh Message from FED Member Hassett** ▪️ FED official Hassett announced that they expect Kevin Warsh to "do the right thing" during the FED presidency. ▪️ The statement was reflected in the markets as of July 30, 2026 at 01:07 (TSI).
Is $DATA ready for the next leg up? **Inflation and Policy Message from FED Official Warsh** ▪️ FED official Warsh stated that the June core CPI data has a limited impact on interest rate decisions and that the main focus is the general trend of inflation. ▪️ Warsh emphasized that the inflation data to be announced in the coming period will be closely monitored. **Evaluation:** Warsh's focus on the trend rather than the data indicates that the Fed can maintain its cautious stance.
1. Breaking down what's happening: 2. - 🇺🇸 **FED Announced Interest Rate Decision (29/07 21:00)** 3. - ▪️ The US Federal Reserve (FED) kept the policy interest rate constant in the range of 3.50% - 3.75%, in line with expectations. 4. - ▪️ The decision text and the change in the interest rate became official as of July 30, 2026, 02:00 CET.
1. Is $DATA ready for the next leg up? 2. 🇺🇸 **September Interest Rate Increase Expectations in FED Swaps Dropped (29/07 21:06)** ▪️ FED swap market data shows that expectations for an interest rate increase in September are no longer fully priced. 3. Market pricing indicates that the possibility of an interest rate increase for September has weakened, revealing that monetary policy expectations have changed. 4. **Evaluation:** The Fed swap markets' move away from pricing the interest rate increase expectation in September may increase the possibility of loosening in global markets.
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