Market Notes

Q2 Curtain Call: Record Highs Face Quarter-End Crosscurrents as Jobs Data and AI Narratives Collide

· 8 min read · by James Carter, Nova Ventures Research

The Dow closed at a record 52,182 Monday as Q2 ends with AI momentum intact, but Tuesday brings quarter-end rebalancing flows, a historic consumer sentiment gap, and Thursday's pivotal jobs report — a convergence of mechanics and macro that demands close attention.

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