Notes today:  

• CDC to revise mask guidance for vaccinated people as US Covid cases rise..
• Officials reviewed yesterday showing that vaxxed ppl infected with delta have the same viral load as unvaxxed. Vaccinated are still far less likely to get seriously sick, but the data suggests they can transmit delta. (WP)

• S&P’s Case-Shiller index of property values rose 16.6% YoY in May, that was the 12th straight month that prices rose.
• Single-family home leasing company Invitation Homes (INVH) has signed an agreement to purchase 7,500 new homes  built by PulteGroup (PHM) over the next five years.

• U.S. Consumer confidence index rose to 129.1 in July from 128.9 in June.

• Coronavirus latest: Indian deaths could be above 3 million, study says (Bloomberg) 

• Less than 10 %t of Minnesota’s spring wheat acres are considered good to excellent, oat condition declined to 22 % good to excellent, and only 15 % of barley is good to excellent.