Fundies Cheat Sheet: Jun 29–Jul 3, 2026
The jobs report is pulled to Thursday for the July 4 holiday. After last week’s hot PCE faded the dollar, here’s the scenarios to watch.
The jobs report is pulled to Thursday for the July 4 holiday. After last week’s hot PCE faded the dollar, here’s the scenarios to watch.
The EURUSD closed higher yesterday after a choppy, back-and-forth session. Today, the pair extended its recovery and moved above its 100-hour moving average for the first time since the June 17 FOMC meeting, when the Federal Reserve adopted a more hawkish tone. Recall that following that Fed decision, the pair fell sharply from around 1.1593 to Wednesday’s low of…
United States CFTC Oil NC Net Positions dipped from previous 124.5K to 114.6K
Kashkari has been beating the hawkish drum for awhile so I wouldn’t take anything away from the comment. This article was written by Adam Button at investinglive.com.
United Kingdom CFTC GBP NC Net Positions dipped from previous £-71.6K to £-105.7K
Netflix stock is showing a constructive buy-the-dip setup after a sharp intraday recovery from the low-$71 area toward $74.75, up more than 5% in the snapshot I am watching. The key clue is not only the price bounce. It is that a large sell-side block of roughly 4.7 million shares appeared near support, yet price did not continue lower….
United States CFTC Gold NC Net Positions climbed from previous $180.2K to $181.3K
The hyperscalers won’t stand for the price gouging. That’s the message in today’s price action in the Nasdaq. There has been a tug of war this month between — as ZeroHedge calls them — the AI check writers and the AI check receivers. Yesterday, we saw a trio of announcements of megacap tech companies being forced to hike prices…
Japan CFTC JPY NC Net Positions up to ¥-146.1K from previous ¥-150.1K
Answer Capsule: Bitcoin spot is still in a bearish lower-value reset after the June 24-25 liquidation. Buyers are showing real absorption near $58,000-$59,750, but BTC has not yet reclaimed $60,750-$61,000 or the stronger $61,750-$62,250 repair zone. My active spot-adjusted score is -3 / +10. Key takeaways Active BTC score: -3 / +10, replacing the prior futures-only blended 0 /…