Video: Macro Minute: Revisiting the 3 things we are watching in July --> tracking. June FOMC minutes show inflation concerns diminishing except for tariffs

VIDEO: At the start of this month, we discussed the 3 key things we are watching: (i) July 9th tariff deadline; (ii) July FOMC (end of month) and (iii) positive seasonals. This is still tracking and given this is a light week for macro, remember the adage: "never short a dull market.

Please click below to view our Macro Minute (duration: 5:10).

The bull market has proven itself intact. We previously identified two lists of "was...

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