Derma Drips

Arjjun

Arjjun

Economic Foundation: Employment Data Signals Stability

The ADP employment report showing 104,000 jobs added in July provides a measured foundation for market sentiment. This figure suggests a labor market that continues to expand at a sustainable pace—neither overheating nor cooling dramatically. For investment strategists, this moderate…

Policy Clarity and Regulatory Framework

Trump’s reaffirmation of the August 1st deadline—presumably related to significant policy implementation—adds a layer of certainty to market planning. Clear timelines from leadership, regardless of the specific policy area, tend to reduce uncertainty premiums across asset classes. More significantly, the…