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.
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.
Back to the Macro
With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.
Fed Still Waiting
Cautious Fed continues to disappoint markets
Jobs Bullseye 🎯
Markets pop on strong headline #LaborMarkets data, but a deeper dive has us questioning the euphoria.
Goldilocks Jobs Report 🐻🥣
The market rally finally cracked on Thursday with investors nervous about Friday’s jobs report.
China Tariff Deescalation
Markets surges as US and China pause #Tariffs, but economic concerns remain.
Trade Talks
The UK #Tariffs trade deal rally fizzles out with all eyes on the US-China talks this weekend…