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![GlobalMarketsX Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1095375152.png) GlobalMarketsX [@GlobalMarketsX](/creator/twitter/GlobalMarketsX) on x 2860 followers
Created: 2025-07-28 11:40:46 UTC

📉 Trade shock. 🛡️ Cyber war. 📈 S&P at all-time highs.
Markets are ripping—but the risks are louder than the headlines.
Here's your 5-minute macro brief for the week ahead:
🧵 [Substack link]

—
🇯🇵 Japan Tariffs (15%)
Trump’s new deal = a trade war signal.
U.S. trucking volume already dipped.
But Nikkei rallied. Why? Certainty.

📈 EWJ may surprise you.
🌏 Asian markets quietly heating up.

—
📊 S&P 500: New all-time high
But leadership is narrowing.
Are we riding momentum or flirting with a reversal?
Key watchlist: Apple, Microsoft, defensive flows, VIX…
—

🛤️ Rail Merger Alert
Union Pacific + Norfolk Southern = Deal revival?
Trump’s pro-business stance is loosening M&A pipelines.
💥 Watch M&A ETFs, small caps, banks.

—

🛡️ Cybersecurity Play of the Week: $NET (Cloudflare)
+84% YTD, XX% CAGR since 2017.
But at 188x forward earnings… is the juice worth the squeeze?
💡 Long $NET? Or rotate to cheaper cyber names?
—

🎾 Sports & Sentiment
Emma Raducanu is storming back.
Ben Shelton brings the fire.
Caitlin Clark just broke a $660K rookie card record.

Yes, sports ≠ stocks. But momentum is momentum.

—
🧠 Get the full breakdown, ETF angles, and growth signals:

💥 Subscribe & follow: @GlobalMarketsX
#Investing #Markets #ETF #AI #Cybersecurity #SP500 #Tennis #WNBA




XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949797173626917162/c:line.svg)

**Related Topics**
[trumps](/topic/trumps)
[tariffs](/topic/tariffs)
[japan](/topic/japan)
[macro](/topic/macro)
[alltime](/topic/alltime)
[rating agency](/topic/rating-agency)
[trade war](/topic/trade-war)

[Post Link](https://x.com/GlobalMarketsX/status/1949797173626917162)

[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.]

GlobalMarketsX Avatar GlobalMarketsX @GlobalMarketsX on x 2860 followers Created: 2025-07-28 11:40:46 UTC

📉 Trade shock. 🛡️ Cyber war. 📈 S&P at all-time highs. Markets are ripping—but the risks are louder than the headlines. Here's your 5-minute macro brief for the week ahead: 🧵 [Substack link]

— 🇯🇵 Japan Tariffs (15%) Trump’s new deal = a trade war signal. U.S. trucking volume already dipped. But Nikkei rallied. Why? Certainty.

📈 EWJ may surprise you. 🌏 Asian markets quietly heating up.

— 📊 S&P 500: New all-time high But leadership is narrowing. Are we riding momentum or flirting with a reversal? Key watchlist: Apple, Microsoft, defensive flows, VIX… —

🛤️ Rail Merger Alert Union Pacific + Norfolk Southern = Deal revival? Trump’s pro-business stance is loosening M&A pipelines. 💥 Watch M&A ETFs, small caps, banks.

🛡️ Cybersecurity Play of the Week: $NET (Cloudflare) +84% YTD, XX% CAGR since 2017. But at 188x forward earnings… is the juice worth the squeeze? 💡 Long $NET? Or rotate to cheaper cyber names? —

🎾 Sports & Sentiment Emma Raducanu is storming back. Ben Shelton brings the fire. Caitlin Clark just broke a $660K rookie card record.

Yes, sports ≠ stocks. But momentum is momentum.

— 🧠 Get the full breakdown, ETF angles, and growth signals:

💥 Subscribe & follow: @GlobalMarketsX #Investing #Markets #ETF #AI #Cybersecurity #SP500 #Tennis #WNBA

XX engagements

Engagements Line Chart

Related Topics trumps tariffs japan macro alltime rating agency trade war

Post Link

post/tweet::1949797173626917162
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