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Weekend Edition · Jul 18 — Deflation print, TSMC record, and…
Weekend Edition — the week in review. • US consumer prices fell 0.4% in June, the sharpest monthly drop since April 2020 — the reading materially boosts the case for Fed rate cuts and is already shifting bond and dollar positioning. • TSMC posted its fifth consecutive record quarter with net profit up 77% year-over-year to $22B, while Nvidia's backlog reportedly reached $1T through 2027 — together they confirm AI chip demand is nowhere near peaking. • Stripe and Advent International made a joint takeover offer for PayPal at roughly $53B, a 28% premium to the prior trading price — if it…
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