Consumer Anxiety
#ConsumerConfidence slows down as #Inflation heats up…
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.
Tariff Loophole
Tariffs are here — but there may be a loophole!
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?
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.
AI Spending War
Markets rallied this week on a Japanese tariff deal and Big Tech earnings.