- Labor Markets: Tomorrow’s JOLTS report crucial; 5 years of hiring struggles continue
- Inflation: Core PCE disappoints, showing sticky price pressures persist
- Monetary Policy: 2022-style uncertainty returns with conflicting Fed objectives
- Economic Growth: Q2 consumption-led despite tariff headwinds and high rates
- Safe Havens: European crisis and US inflation uncertainty drive gold flows
- Risk Assets: Rate cut expectations provide crypto and equity support
- Volatility Alert: Two-day period of expected market turbulence around labor data
