📈 Wall St's popping off! S&P 500 hits new highs, but what's fueling the rally—and what's lurking? This week's WEFC dives into 4 macro shifts for H2 2025:
1️⃣ Trump pushes 300bps Fed cut, hints at replacing Powell. USD dips, political risk spikes. FOMC's 2026 shift is coming.
2️⃣ Q2 earnings shine: 83% S&P 500 beat EPS+revenue. Banks lead (91% top EPS), but consumer lending & margins weaken.
3️⃣ Bitcoin rockets past $120K! M2 growth, ETF inflows, & GENIUS Act legitimize crypto as a macro asset.
4️⃣ TSMC's Ascendant: 38.6% YoY revenue growth, AI at 60% of biz, 35% US tax credits. Geopolitical & tech win.
🧠 Full WEFC report: https://t.ly/EcM5g
1️⃣ Trump pushes 300bps Fed cut, hints at replacing Powell. USD dips, political risk spikes. FOMC's 2026 shift is coming.
2️⃣ Q2 earnings shine: 83% S&P 500 beat EPS+revenue. Banks lead (91% top EPS), but consumer lending & margins weaken.
3️⃣ Bitcoin rockets past $120K! M2 growth, ETF inflows, & GENIUS Act legitimize crypto as a macro asset.
4️⃣ TSMC's Ascendant: 38.6% YoY revenue growth, AI at 60% of biz, 35% US tax credits. Geopolitical & tech win.
🧠 Full WEFC report: https://t.ly/EcM5g
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⚠️Market Alerts
China - Iron Ore Futures
809.0 (highest since 2025-02-27)
UK - FTSE 100
9012.99 (highest since 1984-01-03)
China - Shanghai Shenzhen CSI 300 Index
4085.61 (highest since 2024-11-14)
Hong Kong - Hang Seng Index
24994.14 (highest since 2021-11-22)
US - S&P 500
6305.6 (highest since 1927-12-30)
US - NASDAQ Composite
20974.17 (highest since 1971-02-05)
US - PHLX Semiconductor Sector Index [SOX]
5739.42 (highest since 2024-07-17)
China - Iron Ore Futures
809.0 (highest since 2025-02-27)
UK - FTSE 100
9012.99 (highest since 1984-01-03)
China - Shanghai Shenzhen CSI 300 Index
4085.61 (highest since 2024-11-14)
Hong Kong - Hang Seng Index
24994.14 (highest since 2021-11-22)
US - S&P 500
6305.6 (highest since 1927-12-30)
US - NASDAQ Composite
20974.17 (highest since 1971-02-05)
US - PHLX Semiconductor Sector Index [SOX]
5739.42 (highest since 2024-07-17)
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📊 US Tech Earnings Season Starts! Will the AI Boom Deliver? 🚀
Big Tech’s moment is here after TSMC’s stellar AI-driven guidance. The Magnificent Seven report soon—markets are watching!
🗓️ Earnings (ET):
• 7/24: Alphabet, Tesla
• 7/31: Meta, Microsoft
• 8/1: Apple, Amazon
• 8/27: Nvidia
Key Qs:
👉 Are AI investments still surging?
👉 How are tariffs hitting margins?
🎯 New Tool: All-in-One Economic Calendar
Track earnings, macro events, & market holidays in one place. Stay ahead this season!
🔗 t.ly/FoPur
Big Tech’s moment is here after TSMC’s stellar AI-driven guidance. The Magnificent Seven report soon—markets are watching!
🗓️ Earnings (ET):
• 7/24: Alphabet, Tesla
• 7/31: Meta, Microsoft
• 8/1: Apple, Amazon
• 8/27: Nvidia
Key Qs:
👉 Are AI investments still surging?
👉 How are tariffs hitting margins?
🎯 New Tool: All-in-One Economic Calendar
Track earnings, macro events, & market holidays in one place. Stay ahead this season!
🔗 t.ly/FoPur
❤2
🎧 Markets in Minutes – WEFC Companion | Wall Street Keeps Popping Bottles
Bank earnings strong. Bitcoin >$120K. Retail + inflation both up.
Is this real growth—or just higher prices?
𝗪𝗮𝘁𝗰𝗵 𝗼𝗿 𝗹𝗶𝘀𝘁𝗲𝗻, 𝘄𝗵𝗲𝗿𝗲𝘃𝗲𝗿 𝘆𝗼𝘂 𝗮𝗿𝗲:
▶️ Watch on YouTube https://lnkd.in/gHBJX2_s
🎙️ Listen on Apple Podcasts https://lnkd.in/gM-RiYvR
🗣️ Or Spotify https://lnkd.in/gMA5Rh2E
🗓️ 𝗡𝗲𝘄 𝗲𝗽𝗶𝘀𝗼𝗱𝗲𝘀 𝗱𝗿𝗼𝗽 𝗲𝘃𝗲𝗿𝘆 𝗧𝘂𝗲𝘀𝗱𝗮𝘆!
Bank earnings strong. Bitcoin >$120K. Retail + inflation both up.
Is this real growth—or just higher prices?
𝗪𝗮𝘁𝗰𝗵 𝗼𝗿 𝗹𝗶𝘀𝘁𝗲𝗻, 𝘄𝗵𝗲𝗿𝗲𝘃𝗲𝗿 𝘆𝗼𝘂 𝗮𝗿𝗲:
▶️ Watch on YouTube https://lnkd.in/gHBJX2_s
🎙️ Listen on Apple Podcasts https://lnkd.in/gM-RiYvR
🗣️ Or Spotify https://lnkd.in/gMA5Rh2E
🗓️ 𝗡𝗲𝘄 𝗲𝗽𝗶𝘀𝗼𝗱𝗲𝘀 𝗱𝗿𝗼𝗽 𝗲𝘃𝗲𝗿𝘆 𝗧𝘂𝗲𝘀𝗱𝗮𝘆!
⚠️Market Alerts
NYMEX - Copper Futures Price
5.77 (highest since 1959-07-01)
China - Iron Ore Futures
818.5 (highest since 2025-02-25)
UK - FTSE 100
9023.81 (highest since 1984-01-03)
China - Shanghai Shenzhen CSI 300 Index
4118.96 (highest since 2024-11-12)
Hong Kong - Hang Seng Index
25130.03 (highest since 2021-11-19)
US - S&P 500
6309.62 (highest since 1927-12-30)
NYMEX - Copper Futures Price
5.77 (highest since 1959-07-01)
China - Iron Ore Futures
818.5 (highest since 2025-02-25)
UK - FTSE 100
9023.81 (highest since 1984-01-03)
China - Shanghai Shenzhen CSI 300 Index
4118.96 (highest since 2024-11-12)
Hong Kong - Hang Seng Index
25130.03 (highest since 2021-11-19)
US - S&P 500
6309.62 (highest since 1927-12-30)
🇺🇸 Trump’s “Liberation Day II” nears! New tariff deals with Japan (25%→15%), Indonesia/Philippines (~32%/20%→19%) signal leverage, not protectionism. US gains investments & market access.
June CPI shows tariff-sensitive goods up, but vehicle/energy costs stabilize inflation. Retail sales rise, but is it demand or prices?
Watching:
• Real consumption trends
• Inflation shifts via nowcasts
• Oil price impacts
📥 Full breakdown: https://t.ly/EcM5g
June CPI shows tariff-sensitive goods up, but vehicle/energy costs stabilize inflation. Retail sales rise, but is it demand or prices?
Watching:
• Real consumption trends
• Inflation shifts via nowcasts
• Oil price impacts
📥 Full breakdown: https://t.ly/EcM5g
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📊 MacroMicro's July Economic Expectation Index:
Global growth: 2.29% (↑ from 2.28%)
🇺🇸 US: 1.56% (↑ from 1.55%)
🇪🇺 Eurozone: Slight gains (Germany 0.72%, France 0.73%)
🇨🇳 China: 4.37% (↑ from 4.35%)
🇮🇳 India: 6.34% (↑ from 6.30%)
🇯🇵 Japan: 0.74% (↓ from 0.80%)
🇹🇼 Taiwan: 2.65% (↓ from 2.70%)
📉 Brazil, Canada, Malaysia dip; SE Asia steady.
Tariff deals (US-Japan, Indonesia, Philippines) may lift sentiment, but momentum is cautious.
📥 Full data: https://t.ly/anVGW
Global growth: 2.29% (↑ from 2.28%)
🇺🇸 US: 1.56% (↑ from 1.55%)
🇪🇺 Eurozone: Slight gains (Germany 0.72%, France 0.73%)
🇨🇳 China: 4.37% (↑ from 4.35%)
🇮🇳 India: 6.34% (↑ from 6.30%)
🇯🇵 Japan: 0.74% (↓ from 0.80%)
🇹🇼 Taiwan: 2.65% (↓ from 2.70%)
📉 Brazil, Canada, Malaysia dip; SE Asia steady.
Tariff deals (US-Japan, Indonesia, Philippines) may lift sentiment, but momentum is cautious.
📥 Full data: https://t.ly/anVGW
US - Gasoline Inventories (Weekly Change)
2025-07-18：-1,738 K barrels (Previous：3,399 K barrels)
Check Chart
2025-07-18：-1,738 K barrels (Previous：3,399 K barrels)
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US - Distillate Inventories (Weekly Change)
2025-07-18：2,931 K barrels (Previous：4,173 K barrels)
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2025-07-18：2,931 K barrels (Previous：4,173 K barrels)
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US - EIA Crude Oil Inventories (Weekly Change)
2025-07-18：-3,169 K barrels (Previous：-3,859 K barrels)
Check Chart
2025-07-18：-3,169 K barrels (Previous：-3,859 K barrels)
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⚠️Market Alerts
NYMEX - Copper Futures Price
5.84 (highest since 1959-07-01)
Japan - 10-Year Government Bond Yield
1.59 (highest since 2008-10-17)
AUD/USD
0.66 (highest since 2024-11-08)
USD/CNH
7.15 (lowest since 2024-11-08)
UK - FTSE 100
9061.49 (highest since 1984-01-03)
China - Shanghai Shenzhen CSI 300 Index
4119.77 (highest since 2024-11-12)
Hong Kong - Hang Seng Index
25538.07 (highest since 2021-11-18)
Japan - Nikkei 225
41171.32 (highest since 2024-07-17)
US - S&P 500
6358.91 (highest since 1927-12-30)
US - Dow Jones Industrial Average
45010.29 (highest since 2024-12-05)
US - NASDAQ Composite
21020.02 (highest since 1971-02-05)
NYMEX - Copper Futures Price
5.84 (highest since 1959-07-01)
Japan - 10-Year Government Bond Yield
1.59 (highest since 2008-10-17)
AUD/USD
0.66 (highest since 2024-11-08)
USD/CNH
7.15 (lowest since 2024-11-08)
UK - FTSE 100
9061.49 (highest since 1984-01-03)
China - Shanghai Shenzhen CSI 300 Index
4119.77 (highest since 2024-11-12)
Hong Kong - Hang Seng Index
25538.07 (highest since 2021-11-18)
Japan - Nikkei 225
41171.32 (highest since 2024-07-17)
US - S&P 500
6358.91 (highest since 1927-12-30)
US - Dow Jones Industrial Average
45010.29 (highest since 2024-12-05)
US - NASDAQ Composite
21020.02 (highest since 1971-02-05)