Earnings, Meme Stocks, and Macro Signals

This week’s topics include:

✅ U.S.–Japan trade deal and what it means for global risk sentiment

📊 Q2 earnings beat expectations—but growth is slowing

📈 Meme stocks signal renewed retail risk appetite

🏦 Central banks pivot toward holding rates—insights from the ECB and Fed

📉 Vanguard cuts U.S. equity return forecasts; bonds catch up

🌍 DeepMacro flags expansion in emerging markets

📌 Internal perspectives from Victor Zhou and Elena Zeng on portfolio positioning

📈 How Dantes Outlook is adjusting exposures across equities, bonds, commodities, and currencies

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