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Daily Market Commentary

July 2025

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July 2025

July 31, 2025

US Treasuries held steady after fresh readings on inflation and jobless claims were broadly in-line with expectations, offering little evidence for the Federal Reserve’s next move.

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July 30, 2025

Wall Street traders gearing up for the Federal Reserve decision drove bonds lower as stocks remained steady after data showed the world’s largest economy is holding up.

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July 29, 2025

US equity futures gained with the dollar as a deluge of data is seen reinforcing the picture of a buoyant economy, diverting attention from trade negotiations.

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July 28, 2025

Wall Street kicked off a pivotal week with the dollar climbing after President Donald Trump reached a tariff deal with the European Union and signs mounted that the US and China will extend their trade truce. 

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July 25, 2025

Stocks posted small moves at the end of a record-setting week after lackluster results from Intel Corp. and Puma SE.

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July 24, 2025

Treasuries fell after data showed jobless claims hit the lowest since April, underscoring labor-market strength that’s keeping the Federal Reserve on hold.

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July 23, 2025

The US reached a trade agreement with Japan, giving fresh fuel to the record-breaking run in stocks.

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July 22, 2025

A slide in several big techs dragged down the stock market ahead of the start of a high-stakes earnings season as traders look for updates on artificial-intelligence spending.

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July 21, 2025

Stocks are moving toward a fresh record as traders look for signs of resilience amid tariff risks, with the S&P 500 topping 6,300.

 

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July 18, 2025

A solid start to the earnings season fueled gains in stocks, with traders awaiting a reading on consumer sentiment for clues on the state of America’s largest engine. 

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July 17, 2025

As news reports of Powell’s potential firing circulated, markets responded with big moves within about 30 minutes: The Treasury yield curve steepened significantly.

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July 15, 2025

Wall Street traders drove stocks higher while bond yields fell as signs of tame inflation reinforced the case for Federal Reserve rate cuts this year.

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July 14, 2025

Stocks fell and the dollar rose as Donald Trump escalated his tariff threats against the European Union and Mexico, with traders also gearing up for results from big banks.

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July 11, 2025

The dollar strengthened against most major peers, with the pound and yen posting the steepest declines.

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July 10, 2025

Treasuries fell as traders geared up for a $22 billion sale of 30-year bonds that will test appetite for longer-term debt amid concerns about a ballooning deficit and the economic impacts of a US trade war.

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July 9, 2025

Portfolio managers are selling default protection at an increasing pace, a signal they see little risk on the horizon, with their position on the main investment-grade US credit-default swap index now amounting to over $105 billion.

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July 3, 2024

Bonds rebounded and shares held steady ahead of Thursday’s nonfarm payrolls report, which is expected to show a slowdown in US hiring against the backdrop of President Donald Trump’s trade war.

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July 2, 2025

The ADP Research data shows that employment at US companies fell in June for the first time in more than two years, reflecting a drop in services payrolls that may raise concerns about a more pronounced labor market slowdown.

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July 1, 2025

US equity futures dipped after the S&P 500 notched its best quarter since 2023, as investors monitor progress on trade talks and wrangling in Washington over President Donald Trump’s tax bill. 

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