Market in Review
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Data: 🔵 Part I: Market Data | Thursday, July 16th, 2026 Main Theme: “The AI ‘Sell-the-News’ Shakeout & Gemini Delay”
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PPI, and the hopeless of Hormuz is coming on. Data: Main Theme: “Wholesale Disinflation Defuses Geopolitical Pressure” — US Benchmarks
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Blood sweating on CPI and Kevin Warsh. Data: Main Theme: “The Great Inflation Cool-Down Meets the IBM Shockwave” — US
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Strait of Hormuz is now in red alert. Gold plunged to $4,000! Data: Main Theme: “The Geopolitical Shockwave Refuels Energy
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SK Hynix is dual-listing on U.S. Tech Bubble is bigger. Data: Main Theme: “The Supply-Side Cushion & Weekend Rebalancing” —
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Friday incoming Data: Main Theme: “The Geopolitical Shockwave & The Energy Risk Re-pricing” — A Sudden U.S.-Iran Military Flare-Up Shatters
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Now Trump has come back to trigger the market: Ceasefire stopped and Spain banned from “commerce negotiation.” Data: Main Theme:
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Spreading Gold time Data: Main Theme: “The Trade-Led Re-balancing & The Defense Procurement Pipeline” — Wall Street Sets Fresh Record
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First Monday with normal movement Data: Main Theme: “The Post-Holiday Services Rebound & Core Cost Deflation” — Wall Street Welcomes
