July In-Review
Stocks hit new all-time highs in July… but is the rally finally running out of gas?
258K Jobs Vanish
Markets plunge as 258K jobs vanish.
AI Still Booming
Investors are showing signs of caution with markets sitting at all-time highs, but AI momentum is still going strong.
Rate Cut Hopes Fade 😞
Markets were hoping the Fed would be warming up to rate cuts for September. But after July’s meeting, odds are now fading. Powell made it clear that the job market is still strong while inflation isn’t there yet and tariffs aren’t helping.
Big Market Week 👀
Markets are starting the week cautious after weekend tariff news. All eyes now shift to the Fed’s July meeting, Big Tech earnings, and key macro data including PCE inflation and jobs numbers.
AI Spending War
Markets rallied this week on a Japanese tariff deal and Big Tech earnings.
Big Tech AI Bets
Google’s doubling down on #AI. Will it pay off?
Tariffs in Earnings
Companies are starting to show impact from the imposed steel, aluminum, and auto tariffs and we see it as a warning sign for what could come next. If broader tariffs go into effect this August, more industries could feel the pressure.
Eyes on Big Tech
Markets keep rallying, but this week is all about earnings. Google reports first of the Big Tech names — and all eyes are on AI. Can they prove the investment is worth it?
Macro Resilience
#Inflation and #Tariffs: Here’s What Moved Markets