[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Will Hu [@traderwillhu](/creator/twitter/traderwillhu) on x 2072 followers Created: 2025-07-14 12:54:04 UTC Market Notes XX Jul, 2025 Key Macro Events This Week July 15, 2025 – 08:30 Core CPI (MoM) (Jun) CPI (MoM) (Jun) CPI (YoY) (Jun) July 16, 2025 – 08:30 PPI (MoM) (Jun) July 17, 2025 – 08:30 Core Retail Sales (MoM) (Jun) Retail Sales (MoM) (Jun) With several key inflation and consumption reports this week, expect increased volatility. Market Recap U.S. indices were largely range-bound last week, with a noticeable uptick in volatility. Several previous market leaders have started pulling back more sharply. Despite the overall chop, two areas stood out with strong relative strength: Strong Themes Drone / Defense Sector: $RCAT $RDW $AVAV $AIRO $UMAC Crypto-related: $ETHU $BITX $XXRP $MSTR $COIN These groups showed clear momentum and relative strength despite broader consolidation. Sector & Theme Performance Strong Sectors: $XLI – Industrials $RSPN – Energy (Equal-weight) $RSPD – Consumer Discretionary (Equal-weight) Leading Thematic ETFs: $SMH – Semiconductors $PAVE – Infrastructure $SLX – Steel $XME – Metals & Mining $LIT – Lithium & Batteries $KCE – Capital Markets $JETS – Airlines $DRIV – Autonomous Driving $XTN – Transportation $SILJ – Silver Miners $SLV – Silver $CPER – Copper Weakening Thematic ETFs: $CIBR – Cybersecurity $IGV – Software & SaaS $WCLD – Cloud Computing $AIQ – Artificial Intelligence $IYZ – Telecom $FDN – Internet $IHI – Medical Devices $KIE – Insurance $XHE – Healthcare Equipment Notably, many tech-related and high-growth themes have slipped in rankings. Rotation into industrials, metals, and real assets continues. ₿ Crypto Market $BTC broke out to new all-time highs again. Other major tokens are following with strong momentum. U.S.-listed crypto ETFs like $ETHU, $BITX, $XXRP, and $SOLT are now tradable and actively tracking these moves. Commodity Market Silver ($SLV) and Platinum: Both broke out and are seeing good follow-through. Gold ($GLD): Still consolidating near the 50-day moving average. XXXXX engagements  **Related Topics** [ppi](/topic/ppi) [volatility](/topic/volatility) [gdp growth](/topic/gdp-growth) [inflation](/topic/inflation) [events](/topic/events) [macro](/topic/macro) [Post Link](https://x.com/traderwillhu/status/1944742189851873464)
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Will Hu @traderwillhu on x 2072 followers
Created: 2025-07-14 12:54:04 UTC
Market Notes XX Jul, 2025 Key Macro Events This Week July 15, 2025 – 08:30 Core CPI (MoM) (Jun) CPI (MoM) (Jun) CPI (YoY) (Jun)
July 16, 2025 – 08:30 PPI (MoM) (Jun)
July 17, 2025 – 08:30 Core Retail Sales (MoM) (Jun) Retail Sales (MoM) (Jun)
With several key inflation and consumption reports this week, expect increased volatility.
Market Recap U.S. indices were largely range-bound last week, with a noticeable uptick in volatility. Several previous market leaders have started pulling back more sharply. Despite the overall chop, two areas stood out with strong relative strength:
Strong Themes Drone / Defense Sector: $RCAT $RDW $AVAV $AIRO $UMAC Crypto-related: $ETHU $BITX $XXRP $MSTR $COIN These groups showed clear momentum and relative strength despite broader consolidation.
Sector & Theme Performance Strong Sectors: $XLI – Industrials $RSPN – Energy (Equal-weight) $RSPD – Consumer Discretionary (Equal-weight)
Leading Thematic ETFs: $SMH – Semiconductors $PAVE – Infrastructure $SLX – Steel $XME – Metals & Mining $LIT – Lithium & Batteries $KCE – Capital Markets $JETS – Airlines $DRIV – Autonomous Driving $XTN – Transportation $SILJ – Silver Miners $SLV – Silver $CPER – Copper
Weakening Thematic ETFs: $CIBR – Cybersecurity $IGV – Software & SaaS $WCLD – Cloud Computing $AIQ – Artificial Intelligence $IYZ – Telecom $FDN – Internet $IHI – Medical Devices $KIE – Insurance $XHE – Healthcare Equipment
Notably, many tech-related and high-growth themes have slipped in rankings. Rotation into industrials, metals, and real assets continues.
₿ Crypto Market $BTC broke out to new all-time highs again. Other major tokens are following with strong momentum. U.S.-listed crypto ETFs like $ETHU, $BITX, $XXRP, and $SOLT are now tradable and actively tracking these moves.
Commodity Market Silver ($SLV) and Platinum: Both broke out and are seeing good follow-through. Gold ($GLD): Still consolidating near the 50-day moving average.
XXXXX engagements
Related Topics ppi volatility gdp growth inflation events macro