Get some good rest with this long weekend because next week we have some important events that could potentially trigger big moves in the markets.
The focus will be on Trump’s letters with the new tariff rates and the US CPI. I think the CPI will be more important given that Trump put August 1st as the deadline for the new tariffs, and it therefore looks like another “TACO game”.
Nonetheless, it might still keep things volatile, so headline risk will be high next week.
That’s it for the week.
Happy Fourth of July!
Later this year,
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