Tariff Loophole
Tariffs are here — but there may be a loophole!
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.
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.
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?
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.