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A weak July payroll print revives the Fed-pivot narrative.
Tech’s balance sheet premium faces tightening spreads and extraordinary demand
The growing gap between earnings strength and stock‑price follow‑through
Oil drops and stocks soar, but AI spending remains high
The on and off diplomacy between the US and Iran is confusing markets.
Coordinated intervention buys the yen time.
AI capital discipline and margin protection becomes paramount.
CapEx without conversion is no longer good enough.
Geopolitical shocks add a layer of policy uncertainty.
All eyes on this week’s Fed decision, GDP and tech giants earnings reports.
Washington’s tariff returns as PMIs show resilience across major economies.
