Welcome to PAI Morning Briefing — July 8, 2025. Today we unpack the markets with insight, clarity, and just enough humor to keep you smiling:

📊 Market Snapshot

• S&P 500 & Russell 2K inch upward; Nasdaq flat; Dow nearly unchanged

• Bitcoin & Ethereum show slight gains

📰 Top Highlights

1. 💵 US Treasury ramps up T‑bill issuance to $500B by end of July

2. 📉 Dividend yields dip to early-2000s lows—growth over income?

3. 🚀 CoreWeave IPO quadruples amid Microsoft dependency & insider lockup

4. 📉 Circle Internet faces bearish price targets — could drop ~60%

🔍 In-Depth Sector Focus

• Tech: explosive CoreWeave surge vs. partner reliance

• Energy & Finance: balancing volatility, sustainability & regulation

• Crypto: cautious crypto sentiment despite slight uptick

🌍 Global Context & Expert Insight

• How U.S. fiscal moves and global bond trends influence markets

• Analysts predict moderate volatility and portfolio rebalancing

❓ Questions to Consider

• Could low yields shift investor behavior long-term?

• Will T‑bill liquidity buffer markets or crowd out other sectors?

• Is CoreWeave too Microsoft-dependent—how will the lockup affect its share price?

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