As of June, expected change in prices in the next year among: Republicans: +1.5% Independents: +7.5% Democrats: +10.1% University of Michigan

This is a phenomenal article about someone who inspired me to play the piano. Yuja is a force. “After I really give everything I have,” she says, “the questions are often ‘how do you pedal with your heels?’ I’m like, ‘oh my God’.” ft.com/content/e5bdeb… @ft Patrick Temple-West

Mag7 +1.66% off this morning's low

Stocks rolling back over

Joining CNBC's Closing Bell shortly for a quick phoner

Central banks responsible for 6 of the 10 most-traded currencies in the world are set for interest rate decisions this week. Exciting! Bloomberg

"Foreign-born people comprise roughly one in five US workers, yet they account for more than 40% of home health aides and nearly 30% of personal care employment, according to US government data." Bloomberg

Dollar back under pressure this morning ... not much follow thru from that bounce on Thursday into Friday

57% of S&P 500 Energy stocks hit a new 2-month high on Friday ... most since April 2024

133 days since the equal-weighted S&P 500's all-time high

As the G-7 kicks off in Canada, the dollar continues to fall sharply relative to the loonie ... getting closer to that low last October

Defying the notion of relief coming from tariff pauses, the Empire Manufacturing Index weakened in June ... new orders back in contraction; prices paid eased while prices paid rose

Brent crude #oil is still lower than where it was right before Liberation Day

The Russell 2000 hit its head right on that 200d moving average and has rolled back over

"After the seizure of Russian assets...various investors around the world began to feel safer accumulating gold rather than US treasuries. Since that fateful day, long-dated OECD government bonds have kept selling off, and gold has continued to make new highs." Louis-Vincent Gave

and the NASDAQ 100 is higher than where it was right before the strikes began

I feel like "blocking/reporting bots" should be added to my resume at this point

🗓️ Join Liz Ann Sonders, Kathy Jones, and Michelle Gibley for our 2025 Mid-Year Market Outlook webcast with host Joe Mazzola. They’ll share their thoughts on the first half of 2025 and what the rest of the year may hold. ➡️ Register here: schwab.swoogo.com/2025-mid-year-…

Not turtleneck weather