GDP: Q2 tracking moderate — auto sector mixed (Tesla up 25%, Ford down 10% overall, GM down 4.2%)
Inflation: Cooling tailwind from oil at $67/barrel, but core pressures remain sticky
Jobs: +57,000 in June — half the expected gain. Prior two months revised down by a combined 74,000. Unemployment fell to 4.2% only because the labor force shrunk by 720,000
Consumer Confidence: Holding up — 87% of consumers plan July 4 celebrations,...
