Shanthi Rexaline

NDX teeters at 28,200 support as chip stress and Alphabet earnings collide next week. marketframework.com/analysis/ndx-2… #Nasdaq100 #NDX #StockMarket #AlphabetEarnings #Semiconductors

Chip rout extends as AI optimism fades, with geopolitical tensions adding to the risk-off mood. marketframework.com/news/us-premar… #AIStocks #AI #ChipStocks #IndustrialProduction #UMichConsumerSentiment

Fed hawks #Schmid and #Logan push back against dovish hopes, keeping inflation risks front and center. marketframework.com/news/fed-schmi… #FederalReserve #inflation #FedOfficials

Regional manufacturing surveys point to strength but why they may not be necessarily hawkish Fed signals. marketframework.com/analysis/manuf… #EmpireState #PhillyManufacturingSurvey #FederalReserve #InterestRate #Job

TSMC kicks off a crucial 3-week period in which markets assess whether AI spending can continue to justify elevated valuations across Big Tech. marketframework.com/analysis/tsmc-… #TSMCStock #AI #BigTech #AISpending #AICapex

AI roller-coaster ride weighs on techs, Q2 earnings prints providing some cushion as another data-heavy session looms ahead. marketframework.com/news/us-premar…

Silver stuck despite benign data. Making sense of the conundrum: marketframework.com/analysis/ppi-c… #Silver #PPI #EmpireState #Manufacturing #Inflation #PreciousMetals #COMEX #SilverFutures #SI

@Trinhnomics China just can't seem to fire on cylinders with respect to consumer spending.. marketframework.com/analysis/china…

China data dump just came out and GDP is 4.3%YoY in Q2 vs estimate of 4.5%. Retail sales remain low at 1% vs negative growth in May. H1 investment falls -5.7%. Given the data, the economy is obviously super K-shaped with consumption very weak and falling on a real basis and investment contracting. Exports remain the key driver to growth.

-Cool inflation hasn't worked its magic on yields. -10Yr tops 4.6% — even before today's PPI print. - Crude, not CPI, is calling the shots right now. marketframework.com/analysis/cool-… #Treasuries #Bonds #ZN #CrudeOil #WTI #Fed #FedWatch #Inflation #CPI #StraitOfHormuz

ASML Keeps alive AI optimism. What's moving US stock futures Wednesday? marketframework.com/news/us-premar… #USMarkets #Premarket #WallStreet #ASML #AI #Semiconductors #PPI #Inflation #Fed

June was strong. Q2 was slower. Can China sustain the momentum? marketframework.com/analysis/china… #ChinaEconomy #ChinaGDP #GlobalMarkets #MacroEconomics #Investing #MarketAnalysis #EconomicGrowth #ChinaMarkets

Will oil's sparkle take the sheen of precious metal rally? via @MarketFramework marketframework.com/analysis/gold-… #Gold #Silver #PreciousMetals #CPI #Inflation #FederalReserve #StraitOfHormuz #Oil #DXY

June CPI cools; Fed pause odds jump; dollar dives; but IBM's preannouncement dampens earnings enthusiasm via @MarketFramework marketframework.com/news/gas-price… #CPI #Inflation #FederalReserve #Disinflation #Markets #Gold #DXY

Crude tops $80 again on Hormuz claims but the futures curve tells a calmer story. marketframework.com/analysis/crude… #Oil #CrudeOil #WTI #Brent #StraitOfHormuz #Iran

JPM, GS, BAC, WFC & C report before the bell as June CPI lands and oil rips on Strait of Hormuz risk; Warsh awaited. via @MarketFramework marketframework.com/news/us-premar… #BankEarnings #JPMorgan #GoldmanSachs #WellsFargo #Citigroup #BankOfAmerica #CPI #FederalReserve #KevinWarsh #Oil

Oil on boil as both sides claim guardianship. How is energy market shaping up ahead of June CPI print? marketframework.com/analysis/oil-s… #Oil #IranConflict #Inflation #FederalReserve

Fed's Waller says one hot CPI report won't cut it — but a stronger-than-expected June reading could put rate hikes back on the table. marketframework.com/news/waller-ra… #FederalReserve #Inflation #CPI #Waller #FOMC #InterestRates #Fed #Economy #MonetaryPolicy #Markets

Q2 earnings season opens with sky-high expectations Will a June-style swoon materialize if estimates miss? marketframework.com/analysis/finan… #EarningsSeason #Q2Earnings #SP500 #StockMarket #BankEarnings #WallStreet

Iran's weekend strikes send oil surging and Asia sinking; US futures dip ahead of Tuesday's CPI and Warsh's testimony. via @MarketFramework marketframework.com/news/premarket… #OilPrices #Iran #AsianMarkets #Kospi #SKHynix #WallStreet #CPI #FederalReserve #MarketNews

ES heads into a CPI + Fed-heavy week with bullish technicals, net-short positioning, and a low VIX. Squeeze setup? marketframework.com/analysis/how-t… #ESFutures #SP500 #StockMarket #FedWatch #CPI #FOMC #VIX #InterestRates