🚨 THIS WEEK IS GOING TO BE WILD!!
MONDAY → MARKETS OPEN WITH US-IRAN DEAL TALKS ON THE TABLE + ISM MANUFACTURING
TUESDAY → TRADE BALANCE + JOB OPENINGS
WEDNESDAY → ADP EMPLOYMENT + ISM SERVICES
THURSDAY → INITIAL JOBLESS CLAIMS
FRIDAY → NONFARM PAYROLLS + CONSUMER C
🚨 Just in:
🇺🇸🇮🇷 Iran's foreign ministry shut down talk of U.S. negotiations:
"No talks with the U.S. right now."
They're only talking through middlemen.
Not looking great for the markets...
So this "ceasefire" is basically a loophole...
Under the War Powers Act, a president can keep troops in combat for 60 days without Congress, plus 30 more to pull out.
A pause just restarts that countdown, while troops move into place.
BREAKING: US investment-grade corporate bond funds posted -$7.1 billion in outflows last week, their largest weekly withdrawal since the 2020 pandemic.
On Monday alone, these funds recorded -$8.2 billion in outflows, the biggest daily outflow in over 6 years.
By comparison
Growing up, did your parents force everyone into matching Old Navy 4th of July outfits… or did you actually get to pick your own clothes? No judgment, lol.
Levered ETFs are now a huge force in US stocks:
Daily rebalancing hits a record $50 billion.
They add exposure when markets go up and cut it when they drop.
That's more than 4X higher than when 2026 started.
And it now makes up 1.60% of S&P 500 futures volume — doub
$TSLA and $RIVN are both climbing ahead of their Q2 delivery numbers tomorrow. That shoots down the idea that TSLA's rally is about FSD or AI hype. With 72% of TSLA's profit and all of RIVN's coming from EV sales, any delivery surprises tomorrow will likely be thanks to rising o
Alex Karp from Palantir says something's "gone completely wrong" with AI—calling out Sam Altman and Dario Amodei.
He admits it sounds like he's just talking his book: "Against my own interest... I'm profiting from this."
His real point? Enterprises think: "I'll chil