Briefing

The July Producer Price Index is poised to show a modest but notable rebound in wholesale inflation, with economists expecting a 0.2 percent month-on-month gain after June’s flat reading. On a year-over-year basis, headline PPI could tick up to around 2.5 percent, while core PPI, which excludes food and energy, is forecast to rise 2.9 percent. Some analysts, including RSM US’s … [Read more...] about July PPI Rebound: What It Means for Stocks and Interest Rate Cuts

With trade tariffs largely defined and already priced into equities, the market finds itself in a rare position where a major source of uncertainty has been neutralized. The outlines of U.S. trade policy are no longer a moving target, allowing institutional money to recalibrate risk models and redeploy capital into risk assets. Even more striking is President Trump’s direct … [Read more...] about Floodgates Open: Why the Market’s Next Leg Higher May Be Relentless

Circle Internet Group’s post-IPO rally has now inspired not one, but two new leveraged ETFs aimed at traders eager to ride the momentum of one of the most talked-about companies in digital finance. REX Shares, in partnership with Tuttle Capital Management, has launched the T-REX 2X Long CRCL Daily Target ETF (CBOE: CCUP), offering 200% daily exposure to Circle, the company … [Read more...] about Leveraged ETFs Put Circle in the Spotlight as Stablecoin Regulation Sparks Investor Frenzy

As traders count down to Tuesday morning’s CPI release, the July 2025 inflation report is shaping up to be a pivotal market event. The Bureau of Labor Statistics will publish the data at 8:30 a.m. Eastern Time, with consensus calling for headline CPI to rise 2.8% year-over-year (+0.2% MoM) and core CPI to increase 3.0–3.1% (+0.3% MoM). My forecast sits right on those … [Read more...] about CPI Day Could Define Nasdaq’s Next Move: History Points to a Slight Bullish Edge

The revelation that Nvidia and AMD agreed to surrender 15% of their Chinese semiconductor sales revenues to the U.S. government in exchange for export licenses has sparked outrage, not only because of its unprecedented nature, but also because the arrangement was kept hidden from the public until it leaked via the Financial Times. This was not a case of routine non-disclosure; … [Read more...] about The Secret 15% Chip Revenue Deal: Why Nvidia, AMD, and Washington Stayed Silent — and Why Congress May Now Step In