NEWSMarkets & MacroJul 5, 2026
Markets & Macro Brief — July 5, 2026
Rate-cut optimism lifted markets this week while tech stocks remained choppy, but the real story is hiding in plain sight: prediction markets just hit record volumes thanks to the World Cup, and Wall Street's biggest contrarian is calling time on the AI trade. Meanwhile, SK Hynix is preparing a U.S. debut.
Prediction market record volumes:Kalshi and Polymarket both hit highs in June; Rothera managed $2B volume
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