Market Highlights
Market highlights
2025-07-15
Wall Street traders parsing Donald Trump’s latest tariff remarks sent stocks mildly higher, with
the market gearing up for results from big banks and inflation data. Bond yields and the dollar
edged up. Oil fell as the US president’s plan to pressure Russia into a ceasefire with Ukraine didn’t
include new measures aimed directly at hindering Moscow’s energy exports.
The S&P 500 hovered near its record as Trump indicated he’s open to trade talks, even as he
insisted the letters threatening new rates are “the deals.” While Corporate America is bracing for
its weakest earnings season since mid-2023, lower estimates could be easier for companies to
beat. As US financialgiants kick off earnings season Tuesday, strategists say subdued profit
expectations are setting the stage for their sizzling run to continue.
Stock-index futures advanced after Nvidia Corp. said it would restart some chip sales to China,
while investors looked ahead to US inflation data to assess the fallout from President Donald
Trump’s trade war.
2025-07-15
Wall Street traders parsing Donald Trump’s latest tariff remarks sent stocks mildly higher, with
the market gearing up for results from big banks and inflation data. Bond yields and the dollar
edged up. Oil fell as the US president’s plan to pressure Russia into a ceasefire with Ukraine didn’t
include new measures aimed directly at hindering Moscow’s energy exports.
The S&P 500 hovered near its record as Trump indicated he’s open to trade talks, even as he
insisted the letters threatening new rates are “the deals.” While Corporate America is bracing for
its weakest earnings season since mid-2023, lower estimates could be easier for companies to
beat. As US financialgiants kick off earnings season Tuesday, strategists say subdued profit
expectations are setting the stage for their sizzling run to continue.
Stock-index futures advanced after Nvidia Corp. said it would restart some chip sales to China,
while investors looked ahead to US inflation data to assess the fallout from President Donald
Trump’s trade war.
2025-07-14
Stocks fell from all-time highs as Donald Trump intensified his trade offensive, sending the dollar to
its best week since February. Concerns about the potential inflationary impacts of tariffs weighed
on Treasuries, while oil traders braced for US efforts to crimp Russian energy exports.
Following a rally that drove the S&P 500 to its fifthrecord in nine trading days, equity bulls took a
breather. While almost 400 shares in the benchmark retreated, gains in most megacaps pushed the
market away from session lows. Kraft Heinz Co. climbed on news reports that the company is
preparing to break itself up. The six biggest US banks are set to report earnings next week, with
analysts predicting trading-revenue increases.
Equity-index futures for the US and Europe retreated in a cautious start to the week after President
Donald Trump dialed up trade tensions by announcing a 30% tariff on goods from the European
Union and Mexico.
2025-07-11
Relative calm enveloped Wall Street, with stocks rising as traders parsed a batch of corporate
outlooks. Treasuries bounced from session lows as a $22 billion sale of 30-year bonds showed
appetite for longer-term debt despite concerns about the US deficit and the impacts of tariffs.
Just a few days ahead of the unofficial start of the earnings season that will bring results from big
banks, an upbeat forecast from Delta Air Lines Inc. lifted the industry. The S&P 500 hit a record,
approaching 6,300. Tesla Inc. jumped on plans to expand its Robotaxi service to California and
Arizona. Nvidia Corp.’s value topped $4 trillion. The chipmaker’s chief Jensen Huang was said to
meet with President Donald Trump before a planned trip to China.
2025-07-10
A rally in several big techs spurred a rebound in stocks, with Nvidia Corp. briefly hitting $4 trillion.
Treasuries climbed after a solid $39 billion sale. Brazil’s real tumbled as President Donald Trump
said the US will impose a 50% tariff on imports from the South American nation.
Equity traders brushed off trade angst to send the S&P 500 just a few points away from its record
high. The CNN Fear & Greed Index is now signaling “extreme greed,” an indication of the market’s
bullish momentum. A gauge of megacaps added 1.1%, with Nvidia extending this year’s surge to
more than 20%. In another sign of risk appetite, Bitcoin topped $112,000 for the firsttime.
US equity-index futures edged down along with the dollar after President Donald Trump dialed- up
trade tensions once again with a 50% tariff on copper and issued a new round of letters imposing
higher levies on countries.
2025-07-09
Stocks failed to gain traction near all-time highs, with Donald Trump saying the August deadline for
the start of reciprocal tariffs won’t be extended, despite hopes he’s open to trade talks. Copper
surged as the US president called for a 50% tariff. Treasuries fell.
Following a torrid run from April lows, the S&P 500 barely budged as traders remained on guard for
headline risk. Copper producer Freeport-McMoRan Inc. rallied. A gauge of drugmakers whipsawed
as Trump indicated he could offer pharmaceutical manufacturers at least a year before applying a
200% tariff on foreign-made products. In megacaps, Tesla Inc. climbed while Amazon.com Inc. fell
at the start of its Prime Day sales event.
Copper futures fell in London after President Donald Trump sowed chaos in metals markets by
indicating the US would implement a higher-than-expected 50% tariff on imports of the
commodity.
2025-07-08
Stocks fell from all-time highs and the dollar climbed after President Donald Trump began unveiling
his tariff plans, with the US setting levies for nations such as Japan, South Korea and South Africa
starting in August — triggering a selloff in their currencies.
The S&P 500 slid about 1%, with megacaps leading losses as Tesla Inc. tumbled nearly 7% after Elon
Musk announced he’s formed a political party, raising concern about his company’s outlook.
Treasuries dropped, with longer-dated bonds underperforming. Emerging markets got hit as
Trump warned he’d add extra tariffs on countries aligning with “the Anti-American policies of
BRICS.”
Asian shares posted modest gains as President Donald Trump left the door open for additional
trade talks, providing a reprieve to markets after imposing new tariff rates on several countries.
2025-07-07
US stock futures retreated Friday as American trade partners pushed for concessions ahead of a
July 9 deadline to finalizetrade deals with the Trump administration. Meanwhile OPEC+ delegates
meeting tomorrow will consider an increase of more than 411,000 barrels a day in August.
Contracts for the US benchmark fell 0.6% after the gauge ended the trading week at a fresh all-
time high. US President Donald Trump dialed up trade tensions after Thursday’s close, warning
partners he may start setting levies of as much as 70% unilaterally as soon as today.
Stocks declined and the dollar gained in a risk-averse start to the week, as President Donald Trump
dialed up trade tensions saying the US will start issuing tariff letters to countries as soon as
Monday.
2025-07-04
Treasuries fell and the dollar rose as stronger-than-forecast employment growth soothed concern the US economy is poised to slow, stanching speculation the Federal Reserve will need to cut interest rates any time soon. Stocks hit fresh all-time highs.
Short-dated bonds underperformed, with two-year yields up eight basis points to 3.87%. Money markets showed traders saw almost zero chance for a Fed reduction in July, compared with the roughly 25% probability seen before the report. The chance of a move in September was reduced to about 75%. The S&P 500 rose for the fifth time in six days.
2025-07-03
A rally in several big techs fueled gains in stocks, with the market extending its advance as
President Donald Trump said he reached a trade deal with Vietnam. Treasuries fell as a selloff in UK
bonds underscored deficit worries. The dollar was steady.
Following earlier losses driven by weak jobs data, the S&P 500 rose to fresh all-time highs. Nike Inc.
climbed alongside other apparel and footwear companies amid hopes the latest US trade deal will
avert a potential supply-chain catastrophe. Tech megacaps led gains, with Tesla Inc. jumping 5% as
a drop in sales was seen as better than feared. Marvell Technology Inc. slid about 2.5% on a report
that Microsoft Corp. is scaling back its ambitions for AI chips to overcome delays.
Bonds steadied after Wednesday’s selloff and Asian shares fluctuatedahead of a US jobs report
as new data signaled President Donald Trump’s trade war was hurting employment.
2025-07-02
A rally that drove stocks to all-time highs lost steam and bond yields rose as an unexpected
increase in job openings dimmed the outlook for Federal Reserve rate cuts, with Chair Jerome
Powell reiterating his wait-and-see stance amid the threat of tariffs.
Following back-to-back record closes, the S&P 500 edged lower. That’s after the gauge hit its
most-overbought level in a year, with a recent increase in bullish flowsraising profit-taking risks.
Megacaps led losses, with TeslaInc. down 5% after President Donald Trump threatened to withdraw
government subsidies from Elon Musk’s companies and examine the billionaire’s immigration
status.
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