July In-Review
Stocks hit new all-time highs in July… but is the rally finally running out of gas?
Stocks hit new all-time highs in July… but is the rally finally running out of gas?
Markets plunge as 258K jobs vanish.
Markets were hoping the Fed would be warming up to rate cuts for September. But after July’s meeting, odds are now fading. Powell made it clear that the job market is still strong while inflation isn’t there yet and tariffs aren’t helping.
Markets are starting the week cautious after weekend tariff news. All eyes now shift to the Fed’s July meeting, Big Tech earnings, and key macro data including PCE inflation and jobs numbers.
There’s been a steady stream of #Tariffs updates this week. Markets are mostly ignoring them, but monitoring economic data for impact.
June rally continues on surging market optimism for #Tariffs certainty and #RateCuts
Markets fully rebound and more in June finishing the first half of 2025 at new all-time highs.
With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.
Cautious Fed continues to disappoint markets
Markets pop on strong headline #LaborMarkets data, but a deeper dive has us questioning the euphoria.