Breaking research
2 ideas from this batch
Published 2026-07-02T14:34:51.222324Z
Ideas in this batch
Weak jobs report kills rate-hike fears — time to load up on long-term bonds
The economy added barely half the jobs expected in June, signaling a rapid cooling in the labor market. Because the Federal Reserve uses job strength to justify raising interest rates, this weak report effectively takes the threat of higher
Tesla and Rivian delivery beats meet a slowing economy — momentum play on EV makers
Both Tesla and Rivian announced second-quarter delivery numbers that easily beat expectations, with Tesla delivering over 480,000 vehicles. This is a huge positive surprise for a market that was heavily distracted by a massive AI and semico