REAR VIEW: US retail sales in line, with control topping expectations; Industrial production unexpectedly declines; UoM sentiment surprisingly worsens while inflation expectations rise; Hotter-than-expected US import prices; NY Fed mfg. surpasses top end of forecasts; Trump floats 200/300% semiconductor tariffs; Trump/Putin now to be a three-on-three meeting; Japanese GDP (Q2) tops expectations; Poor AMAT guidance; Berkshire takes a new stake in UNH.
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