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authornic <ra@afu.re>2025-07-02 15:28:38 -0400
committernic <ra@afu.re>2025-07-02 15:28:38 -0400
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Auto from nzxt - Wed 02 Jul 2025 03:28:38 PM EDT
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- bullish CRCL if pullback
- long VZ & AT&T
- PSIX as datacenter trade ?
+- HE - hwaian electric (turnaround) ?
If the Nixon shock ushered in the end of Bretton Woods 1.0, yesterday — probably to be named in history “Trump shock” — ushered in the end of Bretton Woods 2.0.
positive catalyst for end of "correction": new debt ceiling which will provide an injection of liquidity,
-
+NFP next Friday (3rd July), 90-day pause deadline on reciprocal tariffs (9th July), CPI (15th July), FOMC (30th July), NFP (1st August), CPI (12th August) and the 90-day pause deadline on 145% tariffs for China (14th August.
# We dont know when bottom