{"content":"THE WEEK THAT COULD SET UP Q3’S BIGGEST MOVE 🚨 Capital is shifting. Retail is silent. Bonds are screaming. Here’s what it means Some major data points and capital flows to track this week: • Nonfarm Payrolls – Friday Markets expect +130K jobs. Last month was a huge beat at +177K. → A soft print would support the rate-cut narrative. We hope for this. → A strong print? Could delay cuts and push yields back up. Bearish. • Earnings Season – Wrapped S&P 500 posted 13.4% EPS growth vs. 11% expected. → If this pace continues into Q2, equity valuations start to look more justified and upside opens up. • $TLT: $1.8B Inflows Last Week The BIGGEST INFLOW of any ETF. → Could be positioning for a bond rally (falling yields). → Sign that the market sees the top in rates as being in. • 5-Year U.S. Treasury Auction 🇺🇸 Saw the STRONGEST foreign demand in HISTORY. → Huge international appetite for U.S. credit. → Helps keep yields anchored even in a high-issuance environment. • 🇯🇵Japanese Equities: $12B Outflows LARGEST EVER weekly outflow. → 🇺🇸 Is this capital rotating into U.S. equities? Watch $SPX and $QQQ strength this week… • Money Market Funds: $19B Outflows $6.94T STILL sitting in cash, but the trickle has started. → If this trend accelerates, it could be fuel for risk assets. • Retail Trading Flow: Lowest YTD Retail is on the sidelines right now. → Compared to March/April euphoria, positioning is much more cautious. • Atlanta Fed GDPNow: 3.8% Q2 GDP Estimate → That’s a hot number. If it proves accurate, the soft landing narrative gets legs AND markets may reprice expectations again. Bottom Line: Global capital is moving. Macro data is in flux. And the path of yields, growth, and earnings is about to define the NEXT major trend. Eyes on: $SPX $QQQ $IWM $TLT","images":["https://d2kdcqywr8ua22.cloudfront.net/uploadfile/article/blog/2025062025/06/02/e441018894a747de9c78fd36b17a4b71.jpg"],"tags":[],"tradingPairs":[],"quotearticleid":0}