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July 6-7, 2027 👉🏾 The LeBron James Family Foundation Invitational at Firestone Country Club in Akron, Ohio feat. @PGATour @PGATOURPath2Pro & more! ⛳️👑
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July @FHFA House Price Index rose for a third consecutive month, up +0.3% m/m … prices were up +2.6% y/y
July S&P Cotality Case-Shiller 20-City Home Price Index (blue) +2.47% y/y vs. +2.15% prior … National Home Price Index (orange) +1.93% y/y vs. +1.61% prior
July: 9-3 in favor of holding rates September: 12-0 in favor of hiking rates Warsh showing he is good at building consensus(?)
July: Leopold gets margin called, Citadel buys his portfolio in a fire sale, he tells investors "we let you down." September 11: he's back, buying AI and memory options. September 12: Amodei calls for the industry to slow down. Today: every position down 5.7% to 9%.
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July consumer credit jumped $18.1B m/m vs. $11.3B est. & $14.6B prior, driven largely by an increase in non-revolving credit
July consumer credit up 4.2%; revolving credit up 2.5%; nonrevolving credit up 4.8% (SAAR):
July’s ballooning U.S. trade deficit (widest since March 2025) was driven primarily by a surge in imports of capital goods, a category which houses AI-related products such as computers, computer accessories and semiconductors … 11.4% m/m jump was largest increase since 1993
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July job openings increased to 7.271M vs. 7.313M est. & 7.182M prior (rev down from 7.359M)