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[@AQPulse](/creator/twitter/AQPulse)
"🗓 Friday July XX 08:30 ET Durable Goods Orders (Jun) Headline expected: -XXXX% (aircraft unwind) Core forecast: flat (0.0%) Strategy: Watch $XLI $XME. Weak data = lower capex = risk-off tone"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263762555339241) 2025-07-21 11:53:54 UTC XXX followers, X engagements


"🔋 Clean Energy & Battery Tech $LIT +3.56% $PBW +3.27% Lithium prices stabilized; climate policy headlines boosted sentiment. 🌍 Structural energy transition narrative remains intact but fundamentals must catch up"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945495221493809236) 2025-07-16 14:46:21 UTC XXX followers, XX engagements


"@StockSavvyShay Its wild how $PLTR and $AXON are becoming quiet but dominant forces in public infrastructure & security. Next up Likely monopolies in AI cloud ($MSFT) and energy ($ENPH)"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944038313067000093) 2025-07-12 14:17:06 UTC XXX followers, 4447 engagements


"🚨 Record highs fading flows and rising fragility beneath the surface. This weeks AQPulse report is live: ✔ S&P XXX at channel top ✔ Tech ETF flows diverging ✔ Trade war XXX risks ✔ Gold & 10Y yields coiled ✔ Next week's Fed catalysts & earnings risks 📥 Free download now #SP500 #Macro #Fed #AIstocks #AQPulse"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946923585685369215) 2025-07-20 13:22:09 UTC XXX followers, XX engagements


"🗓 Wednesday July XX 10:00 ET 🏠 Existing Home Sales (Jun) Forecast: 4.01M vs. 4.03M prior Resale activity under pressure due to mortgage affordability crisis. Strategy: Weak print = more flows into $VNQ defensive REITs"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263757941432742) 2025-07-21 11:53:52 UTC XXX followers, X engagements


"🔻 Underperformers 🏦 Financials XLF: XXXX% KRE: XXXX% Banks under pressure: weak loan growth + CRE risks. Prefer JPM/MS over smaller regionals Watch: JPM MS PNC RF"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296183913005104) 2025-07-21 14:02:43 UTC XXX followers, XX engagements


"🛒 Consumer Staples Slip XLP: XXXX% Risk-on rally drains flows from defensive sectors. Use as hedge not alpha. Watch: PG KO PEP COST 🧪 Healthcare Rotation XLV: XXXX% IBB XXXX% Biotech weak large-caps stable. Favor dividend giants. Watch: UNH JNJ LLY REGN"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296190992892311) 2025-07-21 14:02:45 UTC XXX followers, XX engagements


"Policy under pressure: Economists warn of deeper housing disinflation Now Goldman Sachs estimates another potential XX% price drop through 2027 The PBoC may need to respond but must balance: Liquidity support vs bank health Domestic calming vs inflation control"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556393244516687) 2025-07-19 13:03:04 UTC XXX followers, XX engagements


"📌 Final Thought The bond bull run that began in the 1980s has officially reversed. This isnt just volatility - its a macro regime shift: - Fiscal dominance - Structural inflation risks - Central bank credibility in question 📉 The bond market is sending a warning are we listening 🔁 Follow @AQPulse for weekly macro breakdowns earnings flows and Fed-sensitive trade setups. #Bonds #Treasuries #TLT #Inflation #Fed #Markets #AssetAllocation #AQPulse"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946559819558903836) 2025-07-19 13:16:40 UTC XXX followers, XX engagements


"💻 Tech & AI in Focus Reports: $NFLX $TSMC $ASML $STX Key signals: AI chip CapEx $SOXX Netflix growth vs. margins $XLC sentiment Storage demand $AI infrastructure proxy ⚠ One weak guide = tech profit-taking zone #AI #Semis #Tech"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944792333352116643) 2025-07-14 16:13:19 UTC XXX followers, XXX engagements


"$SMH +2.03% $SOXX +2.02% Nvidia-led rally continues backed by GPU demand and AI-driven data center builds. ⚠ Valuation risk looms into earnings market is pricing perfection"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945495219585384818) 2025-07-16 14:46:20 UTC XXX followers, XX engagements


"🧪 Healthcare Pharma Insurance Reports: $JNJ $NVS $ABT $ELV Watch: Margin pressure post-election rhetoric ELV's MLR trend can crush $XLV if guidance is weak #Healthcare #Insurance #Pharma"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944792335172390912) 2025-07-14 16:13:19 UTC XXX followers, XXX engagements


"Equal-weighted S&P XXX (Ticker: $RSP): Here every stock has the same influence. XXX companies = XXX% weight each. No megacap bias. A rally in small/mid caps impacts the index just as much as big tech"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945867858917102046) 2025-07-17 15:27:04 UTC XXX followers, XX engagements


"🗓 Thursday July XX Triple Threat Day 08:30 Initial Jobless Claims Forecast: 229K Higher claims = labor softening = dovish Fed tilt 09:45 S&P Global PMIs (Jul) Services expected: XXXX Composite XX = economic resilience 10:00 New Home Sales Forecast: 651K vs. 623K prior"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263760399573370) 2025-07-21 11:53:53 UTC XXX followers, X engagements


"Lets look under the hood: 📉 This chart tracks YoY price growth in secondhand vs overall housing: Secondhand prices slumped post2018 Overall prices have declined since 2021 Both remain deeply negative into 2024 This isnt seasonal - its structural contraction"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556389419290930) 2025-07-19 13:03:03 UTC XXX followers, XX engagements


"🏘 Real Estate & REITs XLRE: XXXX% VNQ: XXXX% No rate relief office demand still weak. Focus on logistics & residential over office REITs. Watch: PLD AMT DLR O"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296186286632988) 2025-07-21 14:02:44 UTC XXX followers, X engagements


"Why this matters globally: Chinas property market is fuel for global commodities-steel copper energy. As construction slows demand for raw materials shrinks impacting: EM commodity exporters Global growth momentum Inflation expectations Chinas slump could become deflationary shockwaves"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556391466172737) 2025-07-19 13:03:03 UTC XXX followers, XX engagements


"📉 Treasury Bonds: The Worst Decade in Modern History Heres the data and what it means: 🔻 Fact: The 2020s are already on pace to deliver the worst real returns for long-term U.S. Treasuries in modern history even worse than the inflation-shocked 1970s and war-financing 1940s"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946559813200306350) 2025-07-19 13:16:39 UTC XXX followers, XX engagements


"Why does this matter Because lately the S&P XXX is hitting new highs. But $RSP is not. This means: Only a few megacaps (like $NVDA $MSFT $AAPL) are driving the rally. The rest of the market Struggling"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945867860838113667) 2025-07-17 15:27:05 UTC XXX followers, XX engagements


"🏦 Financials Take the Stage Reports from: $JPM $GS $MS $BAC $WFC $C $BLK What matters: Net Interest Margins (NIM) Credit provisions M&A/advisory trends post-IPO freeze 🔎 A miss from $JPM or $GS could rattle $XLF $KBE $KRE #Banks #Financials"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944792331464687984) 2025-07-14 16:13:18 UTC XXX followers, XX engagements


"Big Tech Megacaps Dominate (Jul 23Aug 1) 🚨 Key earnings : Tesla $TSLA Jul XX Alphabet $GOOGL $GOOG Jul XX Meta $META Jul XX Microsoft $MSFT Jul XX Apple $AAPL Jul XX Amazon $AMZN Jul XX Qualcomm $QCOM Jul XX Intel $INTC Jul XX This is the heart of the markets momentum. Expect huge volatility in $QQQ $NDX $XLK"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944026439902539991) 2025-07-12 13:29:56 UTC XXX followers, XXX engagements


"⚛ Nuclear Energy URA: +8.86% Governments turning back to uranium amid energy security concerns. A forgotten theme now quietly reviving. Watch: CCJ NXE DNN UUUU"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296178850414821) 2025-07-21 14:02:42 UTC XXX followers, XX engagements


"Strategic Implications 💥 60/40 Portfolio Drawdown Morningstar: Worst underperformance in over XXX years Simultaneous stock-bond losses crushed traditional portfolios 🏃♂ Flight to Short Duration & Alternatives Cash-like T-Bills gold and active bond strategies in focus Long-duration bond exposure now seen as structurally risky"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946559817470103756) 2025-07-19 13:16:40 UTC XXX followers, XX engagements


"🛢 Energy Range-Bound XLE: XXXX% USO: flat Oil stuck near $XX geopolitical bid vs. macro drag. Tactical use only. Watch: XOM SLB CVX HAL"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296188707054013) 2025-07-21 14:02:45 UTC XXX followers, X engagements


"💡 Disruptive Innovation ARKK: +7.05% ARKF: +6.56% ARKW: +6.52% Tech optimism + risk-on flows = growth ETF comeback. High upside high sensitivity to rates. Watch: COIN SQ TDOC ROKU"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296181320560692) 2025-07-21 14:02:43 UTC XXX followers, XX engagements


"🔍 Macro Themes to Watch X Fed Liquidity M2 still weak but any surprise uptick bullish for tech/growth Powell + Bowman = yield curve drivers X Housing as Confidence Barometer Permits + New Home Sales future demand in focus X PMIs Divergence Services Manufacturing = resilience Below XX rotation to $XLU $XLP X Labor Trends Jobless Claims up rate cut bets rise gold & growth get bid"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263764803502288) 2025-07-21 11:53:54 UTC XXX followers, XX engagements


"🏠 Chinas housing downturn has acceleratedwhat used to be a mild correction is now structural weakness. June saw: New home prices: XXX% MoM (steepest drop in X months) YoY new home prices: XXX% (24th consecutive month) Resale prices: XXX% MoM H1 real estate investment: XXXX% YoY"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556386655223934) 2025-07-19 13:03:02 UTC XXX followers, XX engagements


"Cap-weighted S&P XXX ($SPX): This version gives more weight to larger companies. Example: $AAPL $MSFT = 6%+ each $F (Ford) = XXX% So if $AAPL rises X% it moves the index a lot. If $F rises X% it barely moves the needle"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945867857088360758) 2025-07-17 15:27:04 UTC XXX followers, XX engagements


"Financials Take the Stage 🚨 Key earnings : JPMorgan Chase $JPM Jul XX Wells Fargo $WFC Jul XX Citigroup $C Jul XX BlackRock $BLK Jul XX Bank of America $BAC Jul XX Goldman Sachs $GS Jul XX Morgan Stanley $MS Jul XX Blackstone $BX Jul XX Why it matters: Big banks kick off earnings sentiment Watch for credit quality loan growth & NIM $XLF $KRE could move sharply on guidance"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944026435863425426) 2025-07-12 13:29:55 UTC XXX followers, XXX engagements


"The market feels split. 📈 Big tech is flying 🐢 Small caps are crawling One of them is bluffing. Heading into earnings season and summer volatility - Which side do YOU trust X. Megacaps ($NVDA $MSFT) X. Small caps ($IWM $RSP) Cast your vote 👇 #SPX #Markets #Breadth #Tech #AQPulse"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946214496516857935) 2025-07-18 14:24:29 UTC XXX followers, XX engagements


"💡Bottom line: Cap-weighted $SPX shows what big tech is doing Equal-weighted $RSP shows what the market is doing If $SPX is up but $RSP is flat or falling 📉 Be cautious. Thats not broad strength"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945867866273931640) 2025-07-17 15:27:06 UTC XXX followers, XX engagements


"🛍 Consumer Staples & Discretionary Reports: $PEP $SNA $ACI Focus: Tariff impact on input costs Holiday/back-to-school guidance Strong staples = defensive rotation Weak retail = trouble for $XLY $XRT #Retail #Staples"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944792337097633910) 2025-07-14 16:13:20 UTC XXX followers, XX engagements


"Consumer impact: It's not just property. Chinese consumers are pulling back - hard. While some luxury bags have reportedly sold at 7090% off those are edge cases. But the underlying signal is clear: discretionary demand is collapsing. 📊 Here's the macro view: Consumer Price Index (CPI): XXX% YoY Producer Price Index (PPI): XXX% YoY Both negative and both stuck there This is a deflationary feedback loop: 1.🔻 Households spend less 2.🔻 Companies cut prices 3.🔻 Margins fall 4.🔻 Jobs at risk 🔁 Back to step X Even if headline retail data looks stable the price behavior tells a different"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556396465713354) 2025-07-19 13:03:04 UTC XXX followers, XX engagements


"Healthcare & Consumer 🚨 Key earnings : Johnson & Johnson $JNJ Jul XX Abbott Labs $ABT Jul XX Philip Morris $PM Jul XX PepsiCo $PEP Jul XX Coca-Cola $KO Jul XX Thermo Fisher $TMO Jul XX Verizon Communications $VZ Jul XX Intuitive Surgical $ISRG Jul XX AT&T $T Jul XX CME Group $CME Jul XX Consumer staples show pricing power Health stocks guide on margins post-inflation $XLV $XLP in focus"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944026437801087167) 2025-07-12 13:29:55 UTC XXX followers, XXX engagements


"🗓 Tuesday July XX 08:30 ET Fed Chair Powell Speaks The key event of the week. Tone = everything. One dovish tilt and yields could dive. Watch $TLT $QQQ and $DXY closely. 💡 Bonus: M2 Money Supply data drops - any liquidity shift could ripple to $BTC"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263755366129813) 2025-07-21 11:53:52 UTC XXX followers, XX engagements


"Altseason The signals are aligning: BTC dominance to XX% - a X p drop in X days ETH/BTC ratio hovering - no breakout yet Select alts (SOL ETH) outperforming BTC recently Meanwhile $SPX is at record highs - but breadth is narrowing. We analyze both macro + crypto cycles every week at @AQPulse 🔍 #Altseason #Crypto #Macro #SP500 #AQPulse"  
![@AQPulse Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1933886283195240448.png) [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947298689829277806) 2025-07-21 14:12:41 UTC XXX followers, XXX engagements