Tariffflation
June inflation came in soft, but signs of early tariff impact are starting to show in goods categories like furniture and electronics. Here’s what markets are missing—and what to watch next.
Taco, Taco, No Taco?
Markets keep betting on #Tariffs getting delayed, but what if at some point they don’t?
Tariffs, Tariffs, Tariffs
This week was all about tariffs, tariffs and more tariffs
Tariff Week ⌛️
#Tariffs delayed again, but when will it end?
Tariffs and Jobs
There’s been a steady stream of #Tariffs updates this week. Markets are mostly ignoring them, but monitoring economic data for impact.
Stable Labor? 🤔
June rally continues on surging market optimism for #Tariffs certainty and #RateCuts
June In-Review
Markets fully rebound and more in June finishing the first half of 2025 at new all-time highs.
Taco Friday 🌮
Back to all-time highs after the White House hints at extending #Tariffs pause
Back to the Macro
With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.
Midnight Hammer
Markets rally Monday despite the US escalating Middle East tensions with its own strike on Iran.