AI Monetization Split vs 4.75% Yields: The NFP Macro Playbook

The weekly candle is Bullish after the S&P 500 snapped a two-week losing streak with a relief bounce. 🚨 Red Folder Events Ahead:📌 Mon, Aug 3: ISM Manufacturing PMI (July)📌 Wed, Aug 5: ISM Services PMI & ADP Employment📌 Fri, Aug 7: U.S. Non-Farm Payrolls Report (NFP)🎯 The Game Plan: Focus on extreme selectivity under the theme 'AI Monetization Split vs. Surging Yields.' Protect risk around the 7,300 SPX pivot and look for squeeze opportunities in heavily shorted tech if inflation and labor data come in cool.Content is for informational and educational purposes only. Market data may be subject to platform delays. This is not financial advice.