July 10th Update

The end of the week.  End of cease fire and resumption of bombing.       

Markets did not react negatively. 

Next week will be very busy.  2nd quarter earnings begin.  CPI/inflation report.  Optimism for a strong earnings season. 

So much of the financial markets and the economy are tied to AI. 

There is significant risk to the economy and the markets if the anticipated AI buildout doesn’t produce the financial return that is expected.