Technical:

ACWI completed H&S continuation

EEM breaking out of symmetrical triangle

SOXX, SPY, DIA, IWM closing at ATH

QQQ 2.3% below ATH (NQ 25400)

BTC unable to rally above 94000

GC ATH, SI ATH, correlated with JP02Y

TNX breaking out of 2% range (4.1 - 4.2)

DXY heading into double top neckline (99)

CL recent low around 55

News:

NFP weakening from 580k in 2025, vs 2M in 2024

CPI easing to 2.7%