Risk-Off and Rotating
Published on 2026-07-06Warsh's Fed comes out swinging and the market takes the hint, rotating risk-off as the Russell diverges from the S&P. The yen breaks to a 1986 low on the rate gap, oil cools while CPI runs hot, and Bitcoin sits deep in its cycle. Plus a deep dive on the rise of prediction markets, and where SolarEdge, Rigetti, and Costco sit on the Bands.
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