Last few days of July will set the stage for markets for the rest of the year imo. FOMC meeting where dovish dissents are looking very likely QRA meeting where we will get a look into how willing Bessent is going to be to try to weaponize treasury issuance for the first time since being Tsy chair Tarriff letter deadlines Supreme court will begin deliberating on whether tariffs via executive order are legal or not No big edge on either side right now personally, will just react once we get clarity. Stay frosty