🏦 Traders now see just a 30% chance of a Fed rate hike in September, down from 50% a week ago, after soft retail sales and cooler inflation data. The Dollar Index sank to a 2-month low.

$UUP
$TLT

#FederalReserve
#DXY

💴 The yen is down 3.3% vs. the dollar this week, its worst since July 2024, with Japan’s Ministry of Finance reportedly intervening to defend the currency.

$FXY
$UUP

#Yen
#Forex
#BOJ

Returns since election...

Coinbase $COIN (+1.66%) : +32%

Tesla $TSLA (+1.02%): +18%

Bitcoin $IBIT: +10%

Banks $KBE: +8.3%

Small Caps $IWM (+0.77%): +5.4%

S&P 500 $SPY (+0.77%): +3.3%

China $FXI (+0.58%): +2.4%

US Dollar $UUP: +0.8%

International Stocks $VEA (+0.49%): +0.2%

Oil $USO : -0.1%

Gold $GLD (+0.34%) : -1.5%

Long-Term Treasury Bonds $TLT : -1.6%

Trump Media $DJT (+1.46%): -18%

Volatility $VIX: -26%