Today the S & P 500 index ($ SPX) (spy) is today + 0.58%, Dow Jones Industrials Index ($ Dowi) (Dowi) (DOW) (DOW) (DOW) 0.89% and NASDAQ) (QQQ) + 0.52%. September E-Mini S & P Futures (ESU25) + 0.53% and September E-mini Nasdaq futures (NQQQQQQU25) + 0.50%.
Stock indices posted this week’s rally, S & P 500 and Nasdaq 100 with 100 with 100 to 100 and 3-3 / 4-monthly installed Dow Jones industry. Today is the shares of the US positive trade, as the United States approaches trade deals with Chinese and other trading partners. Shares today decreased today after the US University of Michigan University improves the US consumer in June. Although the shares are weaker than expected, personal expenditure and income reports can be stronger than expected May Core PCE price index.
US Trading Secretary Lutnick said that the United States and China have completed a trade concept of trade in Geneva last month, including a trade concept to deliver a commitment to China to convey their rare land materials. The Chinese Ministry of Commerce confirmed the contract and said that appropriate applications for the export of managed items will be considered and confirmed, and the United States will repeal restrictive measures against China. In addition, the Secretary of Trading Lutnick said that the White House plans to sign a contract with 10 main trade partners before July 9, for mutual tariffs. At the same time, the Treasury Department has refused some taxes with some taxes applied by US companies from the Tax account of the President Trump’s tax account.
The individual expenditure of the United States may fall unexpectedly – 0.1% m / m, + 0.1% more than increasing m / m. Personal income is unexpectedly -0.5% m / m, + 0.3% can be weaker than the biggest descent, which is more than 3-1 / m.
The main inflation of the US can be the main inflation, the preferred size of the fed, + 0.2% m / m and + 2.7% Y / y and + 0.1% m / m and + 2.6% Y / Y.
Michigan University US Jun Consumer Infection Index has been revised upwards to 60.2 to 60.7 years, 60.5 stronger than expectations of any change.
Michigan University US Juner 1 Annual Inflation Expectations Revised to 5.0% of up to 5.0%, up to 5.0% of up to 5.0%, up to 5.2%. 5-10 years of inflation expectations were weaker than expectations at 4.0%, 4.1%.
Minneapolis Fed President Kashkari, in September this year, the first potential of the nutrition in the nutrition of two BP was reduced, but the tariffs could cause inflation and politicians need to remain flexible.
There is the upcoming quote season in the negative side for shares. Bloomberg intelligence information increased by more than two years to increase Q2 from 2.8% of S & P 500 companies. In addition, only 6 of the 6th sector from the 11 S & P 500 sector, only 6th, 2023 G1 is expected to increase earnings since 4023.
Federal funds Fearers Prices are the reduction of 21% chance in the FOMC meeting on July 29-30.
External exchanges are mixed today. Euro Stoxx is 50 + 1.10%. China’s Shanghai composite is closed -0.70%. Japan’s Nikkei Stock has risen to 225 5-month height and + 1.43% was closed.
Interest rates
10 years of T-notes (ZNU25) are in the lower with -5 tick today. The 10-year-not-note product is +3.5 BP to 4.277%.
Today, note prices are somewhat low on some negative departures in European government bonds. In addition, positive trading news has lowered a new record and a reliable student to a new record and T-notes today. In addition, May Core PCE price index can be stronger than expected, the Fed’s main inflation is negative for the preferred size, T-notes.
Due to the unexpected reduction in the United States, US individual costs and income reports are limited due to the Dovish factors of the Fed policy. In addition, inflation expectations for the unexpected decline in the University of Michigan is drowning for the T-notes. In addition, today the Minneapolis Fed President Dovish comments from the Fed President Kashkari said that two 25 BP’s nutrition ratio was cut.
The bonds of the European Government are moving higher today. The 10-year-old German package rose to a height of 2.606% to 2,606%, and +2.8 BP is up to 2.597%. The 10-year-old British elegance is +3.4 BP to 4.506%.
The European Economic Trustive Survey fell from -0.8 to 94.0, in 94.8.
Sharbels are 6% discount for a -25 BP degree by ECB by ECB at the Message of July 24.
US Stock Movlers
Power lifts a wider market in chip manufacturers. Arm Holdings PLC (scoring) + more than 3% and Intel (INTC) + more than 2%. In addition, NVIDIA (NVDA), Qualcomm (QCOM) and LAM studies (LRCX) + 1%.
Nike (NKE), S & P 500 and Dow Jones’s S & P 500 is better than $ 10.72 billion in income of $ 10.72 billion, including + 15% to say “Surgical” prices.
Apogee Enterprises (APOG), 2026 adjustable EPS forecast forecast, up to $ 3.55-10-10 to $ 3.80 to $ 4.80 to $ 4.80 to $ 4.80.
The Trading Table (TTD) is more than + 3% after shares in accordance with a price target of the usual of a price target of both per 90.
Boeing (BA), RedBurn’s Price Target is more than increasing the reserve to get a neutral from $ 275.
Estee Lauder (EL), the price target of the HSBC is more than + 2% to increase the stocked stock of $ 99.
Amazon.com (Amazon.com (AMZN), BNP Paribas has improved the shares to remove the $ 254 price target from the $ 254 price target.
Coinbase Global (Coin), S & P 500 and NASDAQ 100 after a -1% of the price price in the price of Bitcoin, a record of a record and a record of a record after a long time.
Gold mining reserves are under pressure today, with the price of a 4-weekly lower comex gold. As a result, Anglogold Ashanti Plc (AU) -5%, Gold Fields Ltd (GFI) -4%, Nyumont (NEM) -3%.
Cormedix (CRMD), and Istermandi is presented to the public and more than -15% after intending to offer and sell the total shares of $ 85 million.
Uber Technologies (Uber) is more than -3% after downloading Canaccord Genuity from shopping.
Earnings reports (6/27/2025)
Apogee Enterprises Inc (Apo) and Immersion Corp (Immr).
On the day, the rich Asplund, this article did not have any positions (direct or indirect) in the securities. All information and information in this article are for informational purposes only. This article was originally published Barchart.com
