Mike Zaccardi, CFA, CMT 🍖

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.@pjminterconnect SETS CAPACITY PRICE AT RECORD $329.17 A MW-DAY $CEG $VST $NRG jumping AH

$EFA big gap up today, it looks like +1.5%

More tariffs, more ATHs $VTI

China Hang Seng highest since Oct 2021

Copper marching toward $6

Nikkei near ATHs

Japan long bond yield ticks up to 3.14%, same as the German 30yr

20yr bond auction this afternoon

Trump says U.S. strikes ‘massive’ trade deal with Japan, imposes 15% tariffs $EWJ +4%

$SPY & $EWJ +0.2% AH

PJM Auction Procures 134,311 MW of Generation Resources; Supply Responds to Price Signal $CEG $NRG $VST @pjminterconnect insidelines.pjm.com/pjm-auction-pr…

$TXN -6.9% AH

$GOOGL up 10 in a row heading into earnings tomorrow night

Only tech was down

S&P 500 record high

$DHI DR Horton ... best day since March 2009 $ITB $XHB