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📈 Market Recap – July 1

- Dow +1%, S&P 500 -0.1%, Nasdaq -0.7%
- Tesla dropped ~5% amid renewed Musk-Trump clashes
- Apple rumored to partner with OpenAI or Anthropic to upgrade Siri
- Oracle hit record highs on strong cloud momentum
- Amazon revealed automation now surpasses human staffing in warehouses

👀 My view: Tech looks mixed. Watching ORCL strength, staying cautious on TSLA.

Fed’s Cautious Path: Waiting on Tariffs & Inflation

In testimony, Powell confirmed the Fed will remain patient on rate cuts until tariff-driven price changes become clearer. Internally some push for July cuts, but the majority favor a slower approach—likely September. He stressed protecting inflation expectations and independent policy making.

💡 Interpretation: Financial markets should brace for patience; mid‑year cuts seem unlikely.

💬 Agree or disagree? Share your take!

📈 Market Recap – June 20

Markets closed mixed:
- S&P 500 -0.2%, Nasdaq -0.5%, Dow +0.1%

🔹 Highlights:
- Kroger (KR) +10% on strong earnings.
- Accenture (ACN) -6% on weak bookings.
- CRCL +6% with stablecoin regulation boost.
- Fed hints at July rate cut; Middle East tension remains.

💡 My View:
- Tech is stretched—avoid chasing.
- Watching consumer and crypto-related names.
- Took profits on NVDA, holding cash for better setups.