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Fresh from the skillet—tariffs flambéed, quantum tech plated, and AI poaching now part of the global fusion recipe. The kitchen’s crowded, the flames are high, and the market’s got a mild burn. 🍳

✉️ Tariff Letters Sent to 14+ Countries – Quietly posted, heavily seasoned. The U.S. spiced global trade with notices threatening duties up to 70%. Supply chains are sweating.

🧾 U.S. Trade Review Act Hits the Oven – Congress wants the recipe back. S.1272 aims to reclaim tariff powers—no more surprise spice blends from the executive kitchen.

📉 Markets Get Scorched on July 7 – The week opened with a drop: S&P down -0.9%, Dow lost over 500 pts. One tariff headline and the risk appetite went raw.

🏠 BoE Warns: Millions of UK Mortgages at Risk – Over 3.6M UK households bracing for higher payments as fixed rates expire. The housing pot’s been left unattended—and it’s starting to boil.

🧠 Meta Raids Apple’s AI Pantry – Zuck nabbed Apple’s AI lead, Ruoming Pang, to fire up Meta’s superintelligence kitchen. One more AGI chef in the house.

🚗 Tesla Bounces Back Off the Grill – After a smoky political detour, shares climbed modestly on delivery buzz. Still medium-rare, but off the cold plate.

🔬 China Debuts Optical Computing Chip – A 100-wavelength AI marvel from Beijing. Silicon’s passé—light is now on the menu.

🛰️ India Cracks the Quantum Code – “Unhackable” quantum-secure comms unveiled by DRDO and IIT-Delhi. National cybersecurity just got a futuristic upgrade.

🧮 Wall Street’s H2 Outlook Gets Served – JPMorgan eyes 6,000 on the S&P; Morgan Stanley less hungry. All eyes on tariffs—too much salt could ruin the dish.

₿ Bitcoin Nears $109K – ETFs, whales, and macro nerves kept BTC hovering just under $111K. Still hot—just don’t poke it too hard.

🧊 MicroStrategy Pauses Bitcoin Buying – No new scoops of BTC this week. With 597K coins on the shelf, Saylor’s just cooling the oven, not closing the kitchen.

A curated bite of the week’s boldest tickers. Served hot, flipped fast, and sprinkled with alpha.

🍟 NVIDIA (NVDA) – $163.22 (↑0.2%) Still the AI flagship. A quiet climb as demand for Blackwell infrastructure remains high, even while market focus drifts to margins.

🍴 Takeaway: AI appetite’s still there—but subsidy seasoning is thinning. A wobble in margins could cause the soufflé to collapse.

🚗 Tesla (TSLA) – $294.79 (↓1.0%) Elon’s political teasing added extra spice, but not everyone’s hungry. Shares cooled as the robotaxi rollout remained vaporware.

🍴 Takeaway: A strong brand aroma, but until deliveries or autonomy are added to the plate, it's still mostly garnish.

⛽ ExxonMobil (XOM) – $113.51 (↓0.6%) Oil lost a bit of heat mid-week, trimming Exxon’s recent gains, still hovering near the top end of its 12-month price range.

🍴 Takeaway: Global tensions are a reliable flame. But this week’s cooldown showed even Big Oil needs airflow.

🛢 Chevron (CVX) – $152.73 (↓0.3%) Quiet week, but still cooking well. Efficiency tweaks and Permian output kept it on Wall Street’s radar.

🍴 Takeaway: Not flashy—but dependable. The kind of meat-and-potatoes stock that keeps simmering.

🛢 Valero (VLO) – $148.82 (↑0.1%) WTI cooled slightly, but refining margins stayed warm. Valero maintained its clean summer burn.

🍴 Takeaway: Lean ops, good heat retention. Refiners like Valero are holding their sear.

💥 Core Scientific (CORZ) – $13.79 (↓1.7%) Tumbled after CoreWeave’s $9B all-stock acquisition surprise. The valuation gap left a bitter aftertaste.

🍴 Takeaway: Big miner, bigger question marks. The market’s not convinced it’s a sweet deal.

🔁 Bit Digital (BTBT) – $3.62 (↓3.2%) The ETH pivot powered an early rally, but late-week selloff trimmed it back. Still holding its Ethereum-heavy posture.

🍴 Takeaway: A fresh play, but the early heat cooled quickly. Eyes are now on how ETH performs through Q3.

🪙 Bitcoin (BTC) – $109,274 (↑0.8%) Still bubbling near $109K as ETF inflows continue to marinate. The $111K resistance is fork-tender—but not carved yet.

🍴 Takeaway: Institutional hunger is strong. A breakout could bring a full‑course rally into $120K territory.

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Global bites, tech twists, and tariff tantrums—all flash-fried for the macro menu. 🍳

📦 Tariff Letters Trigger Global Gut Check

The U.S. quietly dispatched tariff warning letters to over 14 nations this week, with some countries reportedly facing import duties as high as 70%. It’s a full-court economic press—and the global trade recipe just got far spicier.

🍴 Investor Note: Supply chains are bracing. Export-heavy sectors? Time to hedge like your margins depend on it—because they probably do.

🧾 U.S. Trade Review Act (S.1272) Gains Traction

A new bill (S. 1272) aims to reassert congressional authority over tariffs, requiring the executive to provide notification and approval within 60 days. It’s a political move aimed at tempering impulsive economic volatility

🍴 Investor Note: If passed, this act could cap future trade risk—but until then, it’s all hot oil and shaky hands.

📉 July 7 Selloff: Markets Spooked by Tariff Heat

Markets kicked off the week with a red-hot recoil. The S&P 500 dropped -0.9%, the Dow fell 1.2% (~526 pts), and the Nasdaq slipped 1% as tariff escalation headlines rattled investor confidence

🍴 Investor Note: It’s not a full panic, but expect more menu rebalancing in portfolios sensitive to global revenue.

🏠 BoE Says 3.6M Mortgages Are About to Boil Over

The BoE issued a warning that over 3.6 million households (40% of UK mortgage borrowers) will face significant payment increases in the next three years as rate hikes trickle through the system.

🍴 Investor Note: Higher fixed-rate resets = lower spending power. UK real estate, retailers, and rate-sensitive equities just got a splash of vinegar.

🧠 Meta Snags Apple’s AI Architect Ruoming Pang

In a bold kitchen raid, Meta poached AI head Ruoming Pang from Apple to bolster its ambitions in superintelligence. This follows a wave of high-profile AI moves in Silicon Valley

🍴 Investor Note: Meta’s making big preps in the AI pantry—watch for infrastructure spend and potential integration boosts in Meta AI products.

🚗 Tesla Share Price Rewarms (Modestly)

After a previous dip tied to Elon Musk’s political distractions, Tesla stock regained modest ground, buoyed by improving delivery outlooks and quiet regulatory progress on autonomy

🍴 Investor Note: The grill is still hot, but investors are demanding more meat, less showmanship.

🔬 China Serves Up Optical Computing Chip

Beijing revealed a cutting-edge optical computing chip with 100-wavelength multiplexing—a major leap toward scalable, light-powered AI processing

🍴 Investor Note: This is more than a flex—it’s a global signal that China is angling to lead the AI hardware race. Semi stocks? Watch closely.

🛰️ India Claims “Unhackable” Quantum Communication Tech

India’s DRDO and IIT-Delhi announced breakthroughs in quantum entanglement-based secure communication, calling it a milestone toward “unhackable” networks

🍴 Investor Note: National security, fintech, and telecom sectors are watching—quantum is no longer theoretical seasoning; it's entering the recipe.

📈 Wall Street’s H2 2025 Menu Is Split

Strategists at Goldman Sachs, Morgan Stanley, JPMorgan, and BofA shared mixed views on the back half of 2025:

All warn: tariffs + inflation = spoilers.

🍴 Investor Note: Expect a tug-of-war between tech tailwinds and macro mischief.

₿ Bitcoin Nears the $111K Boil Point

Bitcoin flirted with $109,000 this week as ETF inflows held strong and whales stirred dormant wallets. Resistance at $111K remains the key

🍴 Investor Note: Volatility is baked into the crust—but institutional appetite is still ordering the main course.

🧊 MicroStrategy Pauses Buying the BTC Feast

For the first time since March, MicroStrategy paused its Bitcoin purchases, holding 597,000 BTC ($42 billion)—the firm plans to raise $4.2B via preferred stock

🍴 Investor Note: Saylor’s cooling the oven—but don’t mistake that for a bearish pivot. Its funding strategy, not to surrender.

From central bank flame control to billion-dollar data broth—here’s who turned up the heat in the macro kitchen this week:

🇺🇸 Jerome Powell – The Fed’s Reluctant Roastmaster

Unleashed a slow-burn remark that tariffs are reheating inflation, and without them? Rate cuts might’ve already been served. Minutes reveal a kitchen divided—some chefs want to flip now, while others say the batter isn't ready.

🔥 Flavour Profile: Smoky patience with tariff tang. The dish is half-cooked, but Powell’s not plating it cold.

🧠 Ruoming Pang – Meta’s New AGI Grillmaster

Formerly Apple’s AI brains, Pang just got poached by Zuck to stir the AGI pot at Meta’s Superintelligence Lab. The pay? Spicy. The ambition? Michelin-level.

🍳 Talent Glaze: When the chef jumps kitchens, you know the menu’s about to change. Meta is now preparing a full AI tasting menu.

🔌 CoreWeave–Core Scientific – Infrastructure Sous-Chefs

CoreWeave snapped up Core Scientific for $9B—serving up AI power capacity like it’s truffle season. Critics say the plating is risky, but the dish could scale if the execution holds.

⚡ Kitchen Risk Rating: Vertical integration flambé. It’s bold, rich, and just a bit combustible.

👨‍🍳 Chef’s Note: This week’s leaders didn’t just stir the pot—they rewrote the recipes. Expect more headhunting, hardware heat, and monetary mise en place in next week’s serving.

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Your tasting menu of what’s about to boil, simmer, or flambé investor sentiment across the macro kitchen.

🏛️ All Week – Washington Hosts ‘Crypto Week’

The U.S. House kicks off its first-ever Crypto Week—a five-day dish featuring debates on the CLARITY Act, stablecoin frameworks, and anti-CBDC policy. Think of it as policy fondue with a side of DeFi drizzle

📌 Regulation Flavor: Watch for legislative sparks, ETF volatility seasoning, and new digital asset recipes hitting the stove.

🇫🇷 Monday, July 14 – France Votes on Its Budget

Bastille Day isn’t just fireworks. France’s budget vote could determine EU trade positioning, energy subsidies, and fiscal seasoning for H2

📌 Eurozone Dish: A shaky vote could send spreads rising. A stable one? Risk assets may regain their appetite.

📉 Wednesday, July 16 – CPI, PPI, and Retail Sales on a Triple Platter

Markets get a full course of inflation and spending data in one sitting: CPI, PPI, and retail sales all drop midweek.

📌 Macro Main: A cooler CPI could finally pop the lid off Fed rate cut talk. A hotter print? Back to boil-watch on borrowing costs.

📊 Thursday, July 17 – Q2 Earnings Heat Up

Corporate kitchens begin serving second-quarter results. Expect focus on tariff pass-through, supply chain inflation, and thin margins. Goldman is already warning that up to 70% of tariff costs may be passed on to consumers

📌 Earnings Entrée: Retailers, semis, and global manufacturers are the plates to watch. Margins could come out medium-well or burned.

🧾 Midweek – Fed Minutes Get Plated

The latest Fed meeting notes are due. With sticky inflation, soft labor, and tariffs still simmering, investors are looking for any hint of dovish seasoning

📌 Rate Watch: If the Fed’s still hawkish, expect defensive dishes to stay on the menu. If there's cooling, talk—tech and growth might be reheated.

⚠️ All Week – Deutsche Bank Says ‘Volatility Is in Season’

Strategists flagged summer’s thin liquidity and trade risk as perfect fuel for volatility. With tariffs brewing and bond yields rising, even small surprises could cause spills

📌 Risk Radar: Pack a napkin. Summer markets have a habit of flipping the tray.

💰 All Week – Crypto ETF & Token Flows Still Simmering

ETF activity stayed hot in early July, and Crypto Week could refuel altcoin appetite. Analysts are also eyeing fresh spot ETH filings

📌 Digital Dessert: If Washington’s tone sweetens, expect BTC and ETH to keep rising—and smaller tokens to get flambéed.

🧠 Bonus Bite – AI Hype Rolls into Earnings Season

Meta, Nvidia, and even consulting giants are hinting at superintelligence spending on the rise. Expect early Q2 reports to include mentions of AI, such as the use of truffle oil.

📌 Investor Nibble: SaaS, semis, and cloud infra may all get sprinkled with AGI buzz.

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Overcooked headlines. Underbaked peace. And ambition? Torched to caramel.

🧠 Meta poached Apple’s AI chef—Ruoming Pang’s now stirring Zuck’s AGI fondue with a blowtorch.

📩 14+ nations got a quiet tariff love letter—no flowers, just a threat of 70% spice.

📉 Markets tripped on Monday—one trade whiff and the S&P got flambéed.

🔬 China swapped silicon for photons—optical chips just changed the recipe.

🛰️ India claims “unhackable” quantum comms. Encryption’s now wearing a cape.

🪙 Bitcoin held at $109K—fork-tender, but still not sliced.

🧊 MicroStrategy paused its BTC binge. Not cold feet—just cooling the oven.

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📉 Markets jittered on headline heat.

🧠 AI’s recruitment wars went Michelin-level.

📩 Trade policy snuck back into the kitchen.

🛰️ Quantum just made cybersecurity haute cuisine.

🪙 Crypto stayed warm, not wild.

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And that’s the week—served fresh from the Market Munchies kitchen.

Meta’s stirring AGI with borrowed spice, the S&P tripped on tariff smoke, and MicroStrategy hit pause on its BTC buffet. Meanwhile, CPI, Fed minutes, and earnings are all preheating for next week’s macro feast.

The big flavor? Markets are lightly roasted, AI’s running hot, and policymakers are seasoning with a heavy hand. It’s a risky recipe—but the kind that keeps investors coming back for seconds.

Until the next course—

Stay curious. Stay crispy. And don’t forget: even the hottest trends need cooling time. 🍷🧠

For more information and to verify the accuracy of the claims made in this email, please consult the following reliable sources:

🔗 Trump Hints at Imminent Trade News for 'Minimum' 7 Countries – Reuters

🔗 Congressional Bill Tracker – Congress.gov

🔗 Markets Sink Over Tariff Uncertainty – AP News

🔗 Bank of England Mortgage Payment Risk Report – Financial Times

🔗 Meta Poaches Apple Exec for AGI Ambitions – Reuters

🔗 China’s Meteor-1 Optical Chip Leads AI Leap – SCMP

🔗 DRDO & IIT Delhi Demo Quantum Network – Deccan Chronicle

🔗 Strategists Split on H2 S&P Outlook – IDN Financials

🔗 Bitcoin ETF Inflows Surge as BTC Eyes $111K – ETFdb

🔗 MicroStrategy Halts BTC Buys, Plans $4.2B Raise – The Block

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