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Midweek Update

Midweek Update: July heat reloads

Bias: Mildly bullishModels agreement: Strong

Change: Hot Jul 1-4, brief moderation, then TDD rebuilds into mid-July

July starts hot across all major models. GEFS, EPS and AIFS all run well above the 30-year mean on the 15-day window, with GEFS +36.

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