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🌍 Major Global Shifts

🟥 Trump’s Tariff Wave Expands
— The U.S. announced 30% tariffs on goods from Mexico and the EU.
— Both regions push back, threatening countermeasures.

🇨🇳 China Repackages Goods as Korean
To bypass U.S. tariffs, China is increasingly exporting products under a “Made in South Korea” label — a sharp escalation in trade evasion.

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📈 Stock Market Highlights

💡 Amazon (AMZN):
Plans to increase its investment in Anthropic beyond $8B, challenging Microsoft’s lead with OpenAI.

🍔 McDonald’s (MCD):
Shares jumped +2% after a Goldman Sachs upgrade — often a reliable short-term bullish signal.

👖 Levi Strauss (LEVI):
Stock surged on strong earnings. The company raised its sales forecast, pledging to absorb tariff-related costs.

📊 Corporate Earnings Season Begins
— This week kicks off Q2 earnings in the U.S.
— JPMorgan, Citigroup, Wells Fargo will report first — traditionally market-moving.

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🏗️ Commodities & Precious Metals

⚪ Platinum Rally:
Demand surges amid supply shortages, increased automotive use, and investor rotation out of gold. Analysts expect the rally to continue.

☕ Coffee Shock Incoming?
Trump’s proposed 50% tariffs on Brazil could push coffee prices up 40%+, say analysts.

🧪 Rare Earths: A Battle of Capacity
Trump wants to secure rare earth deposits. But China outpaces the U.S. 10-to-1 in smelter capacity — a key bottleneck the U.S. isn’t solving.

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🟢 Crypto Market on Fire

₿ Bitcoin Hits $120K+
— BTC reaches all-time high with 12% weekly growth
— Now ranks #5 in global asset size — surpassing Amazon
— Market cap = $2.434T. Next stop? Apple at $3.153T → BTC needs to hit $160K

📈 Cardano (ADA):
+6.6% daily, +30.4% weekly — top 10 crypto performance

💥 Algorand & MemeCore:
— ALGO: +38.1% in 24h
— MemeCore: +483.6% in 7 days — top in top 100!

🚀 Pump.fun Sells Out
— Solana project Pump.fun launched token PUMP
— $500M sold out in 12 minutes on July 12

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💱 Currency Market Update

💵 USD Reversal Signs
— According to Bank of America, solid U.S. jobs data may reverse the dollar’s recent downtrend
— Biggest reversal risk: USD vs EUR, CAD, and emerging market currencies like the Polish zloty and Hungarian forint

🇨🇭 Swiss Franc = Only True Safe Haven
— BofA believes the CHF remains the last “true” safe currency under current macro stress

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🔔 Conclusion:

The world is in fast-forward mode — trade wars, AI investments, crypto acceleration, and commodity shocks are all hitting at once.

If you’re still watching from the sidelines — you’re not just late. You’re missing a financial transformation in real-time.

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📩 Want to receive breakdowns like this every week?
Message me directly — and be where the money moves.

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With experience and realism,
George Zimmerman
Your broker & market partner