📚 "You're Fired"—Said the Jobs Report First July's numbers rewrote the trendline: 73K jobs added, 258K downward revisions exposed cracks in America's strongest pillar. Trump sacks BLS chief, Powell faces GOP heat. Fed signals cuts—75bps coming? 📌 Fed pivot: 9-2 FOMC vote, markets pricing 75bps H2 📌 AI divide: Meta/Microsoft leading, Amazon/Apple lagging 📌 China opportunity vs US slowdown reshaping allocation
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