Kicking off Thursday's coverage, Kevin Green has his eyes on the bond market domestically and internationally. He highlights the 4.2% level as key point to watch for the U.S. 10-year treasury. KG adds that it's appearing more "50/50" odds that there could be 75bps of rate cuts in 2025. Later, he discusses the run higher in gold prices citing central bank purchases and geopolitical tensions as drivers for the precious metal. KG then looks at the post-earnings reaction for Salesforce (CRM) as shares slide after weak guidance and for HP Enterprise (HPE) after record 2Q revenue.
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