Morning Market Notes 07-27-26

Market Calendar

$SPX & $QQQ

Full risk-on reversal this morning. The US and Iran hit pause on the Red Sea attacks over the weekend and crude got smoked, Brent down 13% and back in the mid-80s after last week's run through $100. Everything the oil spike took away is getting bid back: QQQ up 1.36% premarket, SPY up 0.85%, and VIX crushed over 4% back under 18. The fear bid is unwinding before the cash open.

Light macro day, just durable goods at 8:30, but the main event is Wednesday: Fed decision at 2pm. SPX comes into the open with a 1.11% implied move and Friday's gap at 7460.

Let's have a sesh.

This old Soldier is at $82K and counting

You read the morning analysis. Blu reads the same notes, then he watches the real-time flow confirm the setups and stacks payouts toward a $100K month. That's the difference between reading about the move and being in it.