
(1/3) USD & Macro thread 🧵 U.S. heatmap before the next gauntlet. USD beat rate on that card: 66.7%. Stocks 55.6%. Growth and labor have been the bid — NFP 162k vs 55k, claims a little tight, retail hot. Inflation mixed: CPI/PCE in line, PPI hotter. Soft spots: manufacturing PMI and JOLTS/ADP. That’s the setup into this week’s red folders. Not a forecast.👇(cont'd)

