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7-28-25 Big Tech Earnings
Lance reviews the Big News from the weekend, the trade accord between the US and the European Union, and previews the data that will drive markets this week: PCE report and a Fed meeting on tap. What will move markets? Commentary on the non-impact of Tariffs: Markets have already priced-in any change, as markets adapt. What the Fed says about QT/QE will matter. Lance shares another family drama episode, with retail therapy and a "people-cott" on Ulta make up. There is no reason to be overly bearish on markets for now; more people are calling for correction now (which means it will only be…
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