MBCC TH 31st July'25 - "So many headlines in last 24 hours from Powell FOMC, MAG7 blow out nos to trade deals with Thailand/SK and fights with India..what to focus on, what is REALLY MOVING MARKETS?"

One can focus on the obvious…which works for just a few hours/days….BUT there is something else that is WAY MORE IMPORTANT that is moving and will be the focus of risk asset allocation into August…are you ready?