📚 "You're Fired"—Said the Jobs Report First July's numbers rewrote the trendline: 73K jobs added, 258K downward revisions exposed cracks in America's strongest pillar. Trump sacks BLS chief, Powell faces GOP heat. Fed signals cuts—75bps coming? 📌 Fed pivot: 9-2 FOMC vote, markets pricing 75bps H2 📌 AI divide: Meta/Microsoft leading, Amazon/Apple lagging 📌 China opportunity vs US slowdown reshaping allocation

⚠️US July ISM Manufacturing PMI hits 48, below the expected 49.5 and previous 49, marking a new low since October 2024.

⚠️ July’s nonfarm payrolls diffusion index drops to 46.8, signaling broad labor market softening. The 50 mark is widely viewed as a recession red flag 🚩 🔗

BLS revised the non-farm payrolls from the previous two months down by 258K, marking the largest downward revision since 2020.

🇺🇸 US non‑farm payrolls rose by 73 k in June, falling short of expectations of 110 k. May’s initially reported 144 k jobs were revised down to 19 k📉; June’s 147 k was revised to 14 k📉 — a downward revision totaling 258 k jobs.

🤖 Big Tech's AI Test: Monetizers > Builders Q2 earnings show a clear split: ✅ Microsoft: $76.4B rev (+18% YoY), AI cloud demand > capacity ✅ Meta: $47.5B rev (+21.6%), AI ads + 3.48B DAUs ⚠️ Apple: Beats rev ($94B), but AI rollout still lags ⚠️ Amazon: $100B AI capex plan pressures AWS margins 💡 Monetizers (MSFT, META) win market favor. Builders (AAPL, AMZN) face growing pressure. 📊 Full story in next week's WEFC! Explore our US Earnings Calendar for the full Q2 breakdown—AI call highlights, sector trends & who’s executing now: #AI #BigTech #EarningsSeason #CloudComputing #NASDAQ #FAANG #Magnificent7

⚠️ US Real PCE 6-month annualized growth rate plummeted to -0.15% in June, the first negative reading since 2020.

🇺🇸 June U.S. inflation surprised on the upside. Headline PCE rose to 2.6% and core PCE climbed to 2.8%, marking its highest reading since February and surpassing forecasts.

🌎 Trump 2.0's Economic Playbook Unfolds. Global equities rallying, but the real story is what comes next. Trump's coordinating fiscal, monetary & industrial policy with one goal: US economic supremacy. Our House View points out 3 key moves: 1️⃣ $3.4T fiscal deficits → AI/defense investment 2️⃣ 10-15% tariffs to fund gaps & extract concessions 3️⃣ Stablecoin-Treasury link unlocking $2-3T demand Short-term volatility setting up decade-defining shifts. 🔗 Full analysis: #Trump #Tariffs #GlobalMarkets #EconomicPolicy #USEconomy #Investing #AI

⚠️BREAKING: 🇹🇼 Taiwan leads globally with a 7.96% GDP jump in Q2 2025, fueled by explosive growth in semiconductor exports. It tops the list of countries that have published Q2 figures so far. 👉Data: