Markets at Record Highs

We’re kicking off the week with markets holding strong at record highs. As of this morning, the S&P 500 sits at 6,297, while the Nasdaq 100 trades just under 23,000. Bitcoin is consolidating around $120,000 after tapping $123,000 last week. Gold is steady at $3,345, and Nvidia continues to hover at $173. Macro focus is split between sticky inflation and rising geopolitical tensions, particularly around global trade. U.S. CPI came in hot last week, and the Fed remains firm on a higher-for-longer stance. Meanwhile, the return of aggressive U.S. tariffs—especially the looming August 1 copper and goods deadline—could inject fresh volatility into risk assets. This week is all about execution: earnings, sentiment, and whether momentum holds or gives way to a correction.

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