Each trading day, paired: the morning brief on the left — what mattered before the open — and the afternoon note on the right — what actually happened by the close. Newest days first.
As of Friday, July 17, 2026 (4:00 PM ET close), the S&P 500 closed at 7,457.69, down -1.01% on the session versus Thursday's 7,533.77 close. The Friday tape was a clean risk-off day with internal sector dispersion.
As of Thursday, July 16, 2026 (4:00 PM ET close), the S&P 500 closed at 7,533.77, down -0.51% on the session versus Wednesday July 15's 7,572.40 close. The Thursday tape was a clear defensive rotation — led by healthcare, consumer staples, and real estate.
As of Wednesday, July 15, 2026 (4:00 PM ET close), the S&P 500 closed at 7,572.40, up +0.38% on the session versus Tuesday July 14's 7,543.59 close. The Wednesday tape was a textbook broad disinflationary rally — led by consumer discretionary and financials.
As of Tuesday, July 14, 2026 (4:00 PM ET close), the S&P 500 closed at 7,543.59, up +0.38% on the session versus Monday July 13's 7,515.34 close. The Tuesday tape was a textbook disinflationary relief rally triggered by a soft June CPI print.
SPX closed Monday at $7,515.34 (−0.79%), VIX 12.84, CPI Wednesday morning — the desk holds flat into the print; the post-CPI candidate is an Aug 21 SPX 7320/7305 bull put spread (~$306 credit, ~80% POP).
As of Monday, July 13, 2026 (4:00 PM ET close), the S&P 500 closed at 7,515.34, down -0.79% on the session versus Friday July 10's 7,575.39 close — a textbook pre-CPI de-risking pattern.
As of Sunday, July 12, 2026, the S&P 500 sits at 7,575.39 — Friday's close — capping a five-session week that delivered a +1.23% week-to-date move versus Thursday July 2's 7,483.24 close.
As of Friday, July 10, 2026 (4:00 PM ET close), the S&P 500 closed at 7,575.39, up +0.42% on the day versus Thursday July 9's 7,543.64 close and +1.23% WTD versus Thursday July 2's 7,483.24 close.
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