Hedgie's Market Edge - July 14, 2025

When Markets Shrug: Tax Cuts, Tariffs, and the August 1 Reckoning

🦔 Welcome back to another week of cutting through the market noise! The S&P 500 closed at 6,260 last week, down just 0.3% despite a massive tax bill becoming law and tariffs hitting over 20 countries. When markets barely react to policy changes this big, it tells us something important about investor psychology right now.

The August 1 tariff deadline is now locked in stone, the biggest tax legislation since 2017 just passed, and inflation data this week could determine whether the Fed cuts rates anytime soon. Let me break down what's really happening beneath the market's calm surface.

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