📡 The Radar: The AI Boom Opens Its Books
Q2 earnings season opens, June inflation lands, and the Fed chair who went silent spends two days in front of Congress.
📡 Welcome to The Informationist Radar, every Monday before the open. My read on the coming week, so you’re a step ahead of the market.
📈 The setup. The levels, yields, and calendar catalysts I’m watching, and the ones that change the picture if they break.
📶 The signal. What the tape, the balance sheet, and the flows are quietly saying underneath the headlines, and where the week could turn.
Yesterday, I told you to follow the cash in the AI boom. This week, the cash starts reporting.
Where we left off
Let’s start with what you can pull up yourself, because most levels moved less than the noise around them would have suggested.
As of Friday the dollar is still holding near the top of its range at about 101, a hair under its late-June high of 101.80. Gold is holding just over $4,100, crude jumped early in the week and then slid to around $71, and the yen is near its multi-decade low at 161.7, though even that eased back from the 162.84 it touched on July 1. So in short, nothing there broke. The dollar never lost 100, and the yen never forced Tokyo’s hand.
Now let’s turn to the things that don’t show up on a quote screen.
