EU tariffs 'deal' 15%, nothing great about it / U.S - China, 90day TACO action / Month-end flows dominate now

Markets : The Donald is playing golf in Scotland and doing trade deals at the same time, only he can. ...lots of nice numbers but little in hard fact..90 days TACO with China (what else..), EU tariffs deals 15% tax (plenty of disagreement within EU on this already..)) >>> overall USD squeezing higher into month-end possibly, bonds steady, risk intially always loves the sound of 'trade deal' headlines and TACO action (and very littel substance tbh.. in EU deal..)
China and US officials meet in Stockholm to extend a tariff truce beyond the mid-August deadline. The US has frozen restrictions on technology exports, such as the Nvidia H20 chip to China to avoid hurting trade talks with Beijing sources say. Keir Starmer and Donald Trump will hold trade discussions in Scotland
EU's pledge for $250 billion of US energy imports is delusional
US and China are expected to extend their tariff truce by another three months, the South China Morning Post reported, citing unnamed sources
Japan’s PM Ishiba vows to stay in office despite election debacle
Russell Vought, Donald Trump’s budget chief, raised the pressure on Jay Powell on Sunday ahead of the Fed meeting this week demanding ‘dramatically lower’ interest rates (FT)
Boeing union workers rejected a contract offer that would have boosted their wages by 20% over four years (BBG)