Markets shifted decisively on July 1 as dovish Fed signals clashed with surprisingly strong labor data. In this episode, we dissect Powell’s latest comments, the JOLTS surprise, and key inflection points in rates, equities, and FX. We also break down Trump’s advancing tax bill, renewed tariff brinkmanship, and oil’s reaction to OPEC+ and China PMI data. Get a crisp read on ETF flows, rate expectations, cross-asset dispersion, and tactical positioning—plus what to watch ahead of Thursday’s early NFP release. Actionable intelligence, zero noise.

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