Earnings season is colliding with a fragile labor market—and there’s no margin for error.

This week, markets face a perfect storm:
• ISM Manufacturing & Services
• JOLTS job openings
• ADP employment
• Friday’s Nonfarm Payrolls
• Earnings from Alphabet, Amazon, PayPal, PepsiCo, and Pfizer

Manufacturing is already in contraction.
Job openings have collapsed from 12M to ~7M.
Services are the last pillar holding the economy up.

If labor cracks, stocks won’t ignore it.

This is the data Wall Street is watching—and the truth bombs you need before the market figures it out.

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The Fed held rates steady — but that wasn’t the real story.
In this week’s Wall Street Truth Bombs wrap, we break down why Jerome Powell’s words now carry less weight, why inflation is quietly re-accelerating at the wholesale level, and why AI spending is becoming a real earnings problem for Big Tech.

From jobless claims and PPI to Microsoft, Meta, Apple, Tesla, and gold miners — this week exposed the cracks markets are pretending not to see.
💣 Powell is a lame duck
💣 Inflation is moving upstream
💣 AI works — but it’s expensive
Watch before the market figures it out.

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This was not a normal market week. Donald Trump nominated Kevin Warsh as the next Federal Reserve Chair — instantly forcing markets to rethink rate cuts, inflation, and Fed credibility.

At the same time, Elon Musk floated a potential SpaceX–Tesla mega-merger, a move that could reshape tech, AI, and capital markets overnight.

Then came gold — after screaming to record highs, it collapsed more than 7% in a single session, reminding investors that “safe havens” aren’t safe when regimes change.

Meanwhile, earnings from Microsoft, Meta, and Apple exposed a growing problem: AI spending is exploding faster than returns.

This wasn’t about earnings.
It was about power, control, and who really moves markets.

00:00 – The Week Everything Collided
01:05 – Trump Nominates Kevin Warsh (Fed Shock)
06:25 – The Musk Empire Strikes Back (Tesla + SpaceX?)
13:05 – Gold’s Historic Run… and Brutal Crash
16:45 – Earnings Reality Check: AI vs Margins
20:50 – The Fed’s “Nothing Burger” FOMC
24:15 – The Real Power Moves Investors Missed

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