Jobs, Housing, ISM, and Don't Sleep on Tariffs
What a week...
Fri 1 Aug 2025… TGIF.
Thank you for the kind feedback on last night’s note Everything Is a Nothingburger Unless It’s AI. This note is probably going to be a letdown by comparison, but the daily chat blurb was getting long on charts.
Payrolls
Housing
ISM Manufacturing
Tariffs
Sundry — your daily speculative nonsense
Here goes.
