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MacroMicro @MacroMicroMe on x 19.8K followers
Created: 2025-07-21 11:22:38 UTC
📈 Wall St's popping off! S&P XXX hits new highs, but what's fueling the rally—and what's lurking? This week's WEFC dives into X macro shifts for H2 2025:
1️⃣ Trump pushes 300bps Fed cut, hints at replacing Powell. USD dips, political risk spikes. FOMC's 2026 shift is coming.
2️⃣ Q2 earnings shine: XX% S&P XXX beat EPS+revenue. Banks lead (91% top EPS), but consumer lending & margins weaken.
3️⃣ Bitcoin rockets past $120K! M2 growth, ETF inflows, & GENIUS Act legitimize crypto as a macro asset.
4️⃣ TSMC's Ascendant: XXXX% YoY revenue growth, AI at XX% of biz, XX% US tax credits. Geopolitical & tech win.
🧠 Full WEFC report:
#Markets #Fed #Bitcoin #TSMC #AI #Earnings
XXXXX engagements
Related Topics lending spikes united states dollar powell fed donald trump macro rating agency