AI Slowing?
Nvidia crushed earnings again, so what does that mean for the rest of the #AI trade?
Inflation Fears
#ConsumerConfidence is softening with #Inflation fears bubbling up again. It’s not panic mode yet, but the underlying mood feels a little more fragile than the headline number suggests.
AI Bubble Popping?
Is the #AI bubble popping? Nvidia’s earnings is the next test…
Powell Blinked
Powell blinks, but #RateCuts aren’t a done deal yet.
Rate Cut Chaos
Markets have been drifting lower as September #RateCuts optimism cools off. The odds for #RateCuts are still high, but definitely pulling back.
Tariffs Inflation
July’s producer inflation just came in way hotter than expected. Core PPI rose 2.8% Y/Y and 0.6% M/M－that’s double what markets were looking for.
Inflation and Rate Cuts
#Inflation is heating up again, but still unlikely to derail September #RateCuts.
More Tariffs?
Could the new #Tariffs make electronics more expensive?
July In-Review
Stocks hit new all-time highs in July… but is the rally finally running out of gas?
AI Still Booming
Investors are showing signs of caution with markets sitting at all-time highs, but AI momentum is still going strong.