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TM Research @TMResearch2025 on x 1160 followers
Created: 2025-07-25 20:43:35 UTC
📈 Stocks are booming. S&P XXX up +9% YTD.
Next week could change everything:
🔹 XXX earnings reports (Apple, Amazon, Meta, Microsoft) 🔹 Fed rate decision 🔹 July jobs report 🔹 Inflation data 🔹 Trump’s tariff deadline 🔹 Bank of Japan policy move
Meanwhile:
✅ VIX at yearly lows (15.01) ✅ Retail just poured $50B into equities ⚠️ Goldman: Speculation now rivals dot-com bubble levels
Sentiment is euphoric right now. Just remember, euphoria always comes to an end.
Be ready.
XX engagements
Related Topics bubble $50b vix japan bank of tariffs trumps inflation