The Calm Before The CPI
July 4, 2026
A quiet week ahead looks unlikely to challenge the case for an extended Fed pause.
U.S. real estate led a mixed June market as commodities and Bitcoin faced sharp declines.
Global gold reserves have surpassed U.S. Treasury holdings for the first time since 1996.
WTI crude plummeted 30% as Middle East tensions eased, but El Niño-driven food costs and tariff deadlines signal new risks.
S&P 500 earnings are projected to surge 23.7% in Q2, led by massive growth in Energy and Tech.
With OECD reserves at 20-year lows, logistical delays in reopening shipping lanes could trigger a violent structural price squeeze.
July 4, 2026
A quiet week ahead looks unlikely to challenge the case for an extended Fed pause.
July 4, 2026
Despite bullish $5.00 projections from some banks, range-bound trading is expected to persist until winter contracts drive an autumn breakout.
July 4, 2026
Japan’s yen crisis exposes the failure of its Keynesian model as record debt and inflation erode purchasing power.
July 4, 2026
June ADP data shows private hiring slowed to 98,000 jobs, missing forecasts as the labor market softens.
July 4, 2026
Wall Street eyes Wednesday's FOMC minutes for signals from new Fed Chair Kevin Warsh amid cooling labor data.
July 4, 2026
Rising debt levels and private credit risks are positioning gold and silver for their next structural bull run.
July 4, 2026
International fans are rediscovering a welcoming America, finding hospitality and infrastructure that defy negative global headlines.
July 4, 2026
Bitcoin climbed past $62,000 as U.S. spot ETFs ended a 10-day outflow streak with $221.7 million in net inflows.
July 4, 2026
Global markets are betting heavily on AI's profitability, but 'Model Collapse' poses a hidden systemic risk.