Fed Signals Potential Rate Cuts Are On The Horizon
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Stocks Climb on Potential Rate Cut Hopes
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U.S. Nasdaq Composite Hits Record High
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U.S. Stocks Decline Amid Tariff Tensions, Trade Policy Uncertainty, and Weak Economic Data
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Weekly Market Commentary: Global Markets Update - July 26, 2025
Key Takeaways
- Trade Deals Boost Sentiment: New trade agreements with Japan, Indonesia, and the
Markets Continue to Climb, Supported by Solid Economic Data
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Stocks Remain Resilient as Tariffs and New Tax Law Shape Outlook
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Weekly Market Commentary: Expectations For The Second Half.
- Despite significant volatility, stock markets closed the first half of 2025 at all-time highs, with
Markets Rally to New Highs
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Good morning everyone,
Federal Reserve and Economic Outlook: Key Insights for the Second Half of 2025
- Federal Reserve Policy: The Fed maintained interest rates at
Despite uncertainties in tariffs, trade, and geopolitics, US economic data in 2025 has been robust.
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Rising valuations signal potential complacency, but earnings growth provides a solid anchor.
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