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![AQPulse Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1933886283195240448.png) AQPulse [@AQPulse](/creator/twitter/AQPulse) on x XXX followers
Created: 2025-07-21 11:53:54 UTC

🔍 Macro Themes to Watch
1️⃣ Fed Liquidity
• M2 still weak, but any surprise uptick? → bullish for tech/growth
• Powell + Bowman = yield curve drivers
2️⃣ Housing as Confidence Barometer
• Permits + New Home Sales → future demand in focus
3️⃣ PMIs Divergence
• Services > Manufacturing = resilience
• Below 50? → rotation to $XLU, $XLP
4️⃣ Labor Trends
• Jobless Claims up? → rate cut bets rise → gold & growth get bid


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947263764803502288/c:line.svg)

**Related Topics**
[fed rate](/topic/fed-rate)
[$xlp](/topic/$xlp)
[$xlu](/topic/$xlu)
[housing market](/topic/housing-market)
[drivers](/topic/drivers)
[yield curve](/topic/yield-curve)
[powell](/topic/powell)
[fed](/topic/fed)

[Post Link](https://x.com/AQPulse/status/1947263764803502288)