Trading Insights

Macro Snapshot

  • Inflation: July CPI softer than expected at 2.7% YoY; PPI due tomorrow.
  • Tariffs: U.S. firms absorbing most costs for now; pass-through risk remains.
  • Tech Leadership: Nasdaq extends record run on macro relief.
  • FX Moves: Euro softens, yen capped by rising Japanese yields.
  • Crypto Strength: ETH rallies past $4,500 with momentum intact.