Market Musings 7/28/2025
Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store!
Markets Brace for #Tariffs, Fed, and #BigTech Earnings
Big week for markets with #Tariffs, Fed meeting and #BigTech earnings－it’s all hitting at once.
Over the weekend, we got some major #Tariffs news. The EU has agreed to 15% #Tariffs on nearly all exports to the U.S.
Meanwhile, China #Tariffs are paused again — another 90-day extension as talks continue. Outside of China, most of the new #Tariffs are set to go into effect August 1st.
Markets opened higher Monday, but ended flat.
Why? The #Tariffs news cuts both ways. Investors like the certainty, but also know what impact is coming. And, that’s just the start — this week is packed.
The July Fed meeting kicks off Tuesday. No #RateCuts are expected, but markets are hoping the Fed keeps a September cut on the table. We’ll be listening closely to the tone.
It’s also a huge earnings week with more #BigTech reporting－Microsoft, Meta, Apple, and Amazon.
Don’t forget the macro data… We’ve got #LaborMarkets data all week plus the big July Jobs Report on Friday. Also, #ConsumerConfidence drops Tuesday, PCE #Inflation on Thursday and back to consumer with sentiment on Friday.
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Original Photo by Pixabay.