Morning Brief. Post–Fourth of

Morning Brief.
Post–Fourth of July

This Week’s Setup
A classic mid‑summer stretch with potential wildcard moves.
The latest jobs report adds complexity to rate‑hike expectations.
The AI hardware narrative remains firmly in play. $Micron Technology(MU)$

Today’s Focus We’re watching economic activity indicators from S&P Global and ISM, along with any fresh interpretations of last week’s labor market data.

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