July CPI hits 3.1% (ex-food/energy), fueling Fed rate cut debate amid job market slowdown. Markets eye September.
Europe's defense spending surge (5% GDP target) fuels stocks & euro, even with peace talks. Russia's history of broken deals means spending likely stays high.
US-China trade truce extended 90 days; tariffs stay 30%/10%. Markets unmoved, but US importers shift from China. Bitcoin fell $118K.
Russian stocks surge 8% on Alaska summit hopes; traders eye geopolitical risks and potential sanctions relief.
US CPI up 0.2% in July, core inflation jumps 0.3%. Stocks steady, dollar dips as markets eye Fed cuts.
Tech ETF RSI > 60, but equal-weight RSI < 50. History suggests 10%+ correction. Bearish SPY put/call ratio > 4.0.
CFOs eye FX risk & working capital needs amid tariffs & weak dollar. M&A momentum builds with tight credit spreads.

8 months ago
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