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.
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
Tariffflation
June inflation came in soft, but signs of early tariff impact are starting to show in goods categories like furniture and electronics. Here’s what markets are missing—and what to watch next.
Taco, Taco, No Taco?
Markets keep betting on #Tariffs getting delayed, but what if at some point they don’t?
Tariffs, Tariffs, Tariffs
This week was all about tariffs, tariffs and more tariffs
Tariff Week ⌛️
#Tariffs delayed again, but when will it end?
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.