🚨 NEW Weekly Commentary | And Yet the Candles are Still Green... 🔷 Global stocks soar despite rising tariffs 🔷 US-China trade truce extended 90 days 🔷 Retail sales strong, but real data cools 💡 Are markets ignoring tariff risks or riding a wave of optimism? 🔗 Full

🇬🇧UK inflation unexpectedly surged to 3.8% in July, the fastest in 18 months, driven by higher transport costs and rising fuel prices. Food and non-alcoholic drinks rose 4.9% YoY, marking the fourth consecutive month of increases. Airfare prices saw the largest jump since 2001.

⚖️ All eyes on Jackson Hole as Powell speaks Friday 🔍 Key Q's: 1️⃣ September Cut Coming? 📌 85% chance of Sept cut 📌Weak labor data (35k 3-month avg) 📌Will Powell prioritize jobs or inflation risks? 2️⃣ Framework shift? Fed likely moving from FAIT to SFIT - faster action on

🚨 Tariff Shockwaves Incoming! US tariffs just jumped from 2.4% → 17.5% (effective ~10%). As markets correct—tech leads declines, AI hype questioned, Fed uncertain—the real economy effects are only starting. Our new special report + dashboard tracks: 🌎 Trade flows 🇺🇸

⚠️BREAKING: US jobless claims jumped by 11,000 last week to 235,000, the biggest rise in three months. Continuing claims hit 1.972 million, the highest since Nov 2021. en.macromicro.me/collections/4/…

⚠️Fed pivot is here! “The balance of risks appears to be shifting.” While labor markets remain in balance, “it is a curious kind of balance that results from a marked slowing in both the supply of and demand for workers.” “This unusual situation suggests that downside risks

Dr. Ed Yardeni: Fed Rate Cut in September? Risky Move! ☑️ Economy strong: Q3 GDP at 2.5% ☑️ Unemployment steady; layoffs remain low ☑️ Inflation near 3% vs Fed’s 2% target ☑️ S&P 500 at record forward multiples Could the bond market push back against rate cuts? Meltup risks are

📅 This Week’s Economic Calendar Key Data: 🔹US S&P House Price Index 🔹China Total Profits of Industrial Enterprise 🔹US Personal Consumption Expenditure Price Index Earnings Focus: 💼 Nvidia, Dell One chart to keep you on top of everything you need to watch this

Everyone's talking of recession, but cyclical momentum is holding elevated levels after recovering from earlier lows 👀 Growth > Safety trade is alive en.macromicro.me/collections/54…

🇦🇺 Australia’s July CPI rose 2.8% YoY, beating expectations of 2.3% and well above June’s 1.9%.