Good morning — you’re reading The Closer, the 10-minute cheat sheet that turns markets, moves, and misfires into signals you can actually use.
This week, you’ll find why Trump’s tariff bluff could redraw supply chains, what Powell’s split Fed says about inflation bets, and how “camera on + 3-bullet recap” is quietly becoming the global default for high-stakes coordination. We did a deeper dive on four big trends in cybser security ahead of Black Hat USA next weekend.
What’s moving this week:
- Trump’s all-in tariff freeze to woo Beijing
- Powell vs. the doves vs. the clock
- Apple’s first “Apple Intelligence” earnings test
- Big oil’s quiet deal closing moment
- Black Hat USA opens with zero-day fireworks
Plus: a tactical classic from Toyota on flagging problems fast—and why sunlight still buys you the most trust-per-second.
— Bradley
Monday Smart-Start
28 July 2025
Numbers and talking points to look like the prepared one at 9 a.m.
GLOBAL INDICES
COMMODITIES & CURRENCIES
*Week-to-date moves as of Friday close. Source: Market data providers*
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