Wall Street Journal July 16 authoritative report: US June inflation rebounded to 2.7%, core inflation reached 2.9%, with significant price increases in tariff-sensitive goods (furniture, toys, apparel). Tariff revenue hit $27B (3x YoY), Goldman estimates US consumers bear 70% direct costs. Tech positioning: Google's $25B AI data center investment, Apple's $500M rare earth magnet procurement deal. Housing median price record $412.5K, JPMorgan, Wells Fargo, Citigroup Q2 earnings beat expectations, but private credit risks trigger warnings.

UBS July 14 report exposes four structural risks to USD system: net foreign debt surge from 9% to 88%, global reserve "overweight" at 58%, G10 nations holding $13.4T unhedged positions. Forecasts EUR/USD at 1.23 by end-2025, with every 10% dollar decline boosting EM relative performance by 9%. Dollar "overholding" reversal could trigger $670B selloff from just 5% position adjustment, reshaping global asset allocation landscape.

Goldman Sachs July 16 NEV weekly report shows dealer discount rates rising to 8.24% for EVs vs 21.46% for ICE vehicles, reflecting intense competition. 59 official price cuts occurred YTD with 8% average reduction. Upstream: battery-grade lithium carbonate at 64.5k RMB/ton (+3.7% WoW) while LFP and NCM battery prices remain flat. GS Factor Profile and M&A Rank tools reveal quantitative framework evaluating stocks through growth, financial returns, and valuation metrics.