Jul. 15 at 9:12 AM
Good Morning, we have already moved to extreme greedy green🟢
This week you will hear a lot of news, let’s start:
📌* Market Mood & Media Sentiment*
Index futures are firmer and the dollar is softer as traders count down to *today’s CPI release* and the *first wave of big‑bank earnings*. *Stocks are taking comfort from* talk that Trump’s tariff letters are “just a starting point,” yet rate‑cut hopes remain muted. (The full mood check is here → https://finblog.com/wall-street-wakes-up-cautiously-optimistic-ahead-of-cpi-and-bank-earnings/)
📌*Geopolitics & Policy*
China tightens tech controls: Beijing added battery‑cathode know‑how and lithium processing to its export‑restriction list, a fresh reminder of supply‑chain risk for global EV makers.
Commerce Dept. probes drones & polysilicon under Section 232. Findings could clear the way for more tariffs on imports tied to
$AVAV $KTOS $RCAT and solar names like
$FSLR $DQ.
EU prepares a second, €72 B retaliation list as tariff chess with Washington drags on, while Brazil launches working groups to form its ow
