The Monday Brief: A $432 Billion Month
July's deficit ran 48% above a year ago. The 30-year cleared at the highest auction yield in 25 years. And Walmart reports Thursday.
Your Monday compass. What's on my screen, why, and what would change my mind. In your inbox before the open, and four minutes start to finish.
Yesterday we discussed wages versus inflation, and how the gap is getting funded by consumers. This week, companies selling to those consumers report how it’s going.
