 When the weekend attack is boosting market bets, Trump will win in November. Futures and long-dated Treasury yields are rising on the view that Trump's return to the White House would mean looser fiscal policy and higher tariffs. And the focus will be back on earnings ahead of the opening bell. Goldman Sachs reports its second quarter results this morning, and Bloomberg Intelligence is looking for strong trading and fee revenue from the Wall Street giant. More on those stories coming up on Bloomberg Daybreak.