Economic Outlook - The US economy is experiencing a historic economic boom, with Q2 GDP numbers exceeding expectations at 3% instead of the forecasted 2.4% [4] - A massive decline in imports (-35% growth) after Liberation Day tariffs and an increase in consumption (1.4% compared to 0.5% in Q1) are key drivers of the economic boom [5][6] - The US economy has seen 63 straight months of expansion, the seventh-longest business cycle since 1854 [7] - Unconventional monetary policy and historically large budget deficits appear to be extending business cycles [8] - Economic policies being implemented are resulting in significant economic growth, zero sky-high inflation, and a low unemployment rate [10] Fintech & Investment Banking Innovation - A new investment bank, Offdeal, raised $12 million to use AI to disrupt traditional investment banks [11][12] - Offdeal aims to use AI to analyze millions of past deals, build valuation decks, and create ranked lists of buyers based on strategic fit [13][14] - JP Morgan and Coinbase have partnered to link users' bank accounts and crypto accounts, enabling direct bank-to-wallet connections, Chase rewards transfers to Coinbase, and Chase credit card funding of Coinbase balances [22][23][24] - Investors have allocated $139 billion into levered ETFs, marking the highest amount in history, indicating a risk-on sentiment [27][28] AI in Finance - AI is being used in personal finance products like CFO Sylvia to help investors grow their net worth and improve their portfolios [18][19] - AI can analyze data to provide insights on cash balance, the impact of trade deals on portfolios, and tax optimization strategies [20]
Shocking Data Shows Stock Market Is Going HIGHER!
From The Desk Of Anthony Pompliano·2025-07-30 21:00