Nothing

Daily update

The global data calendar is unusually empty today, allowing investors a chance to speculate idly without any substantial information. This is particularly dangerous in the social media world of hashtag economics—fake news can spread faster and farther than the truth.
We do have Federal Reserve Vice Chair Bowman speaking today. Bowman is apparently a candidate to replace Fed Chair Powell, and notoriously dissented in favor of rate cuts (or possibly in favor of becoming Fed Chair) at the last FOMC meeting. It is perfectly possible to make a case for immediate US rate cuts given the economic damage of trade taxes and policy uncertainty. Whether it is possible for a policy maker to put that case without seeming to be a political stooge is more uncertain.
Policy speculation is likely to be the market focus in the near term. The Fed minutes are due tomorrow, and the Jackson Hole Symposium (a summer camp for central bankers, effectively) takes place later this week. That is normally a forum for in-depth discussion about longer-term issues, though with policy independence and data independence under various threats, that discussion may be distracted.
Otherwise, markets have the normal concerns—distribution of damage from trade taxes, inflation, and geopolitical worries.