The S & P 500 index ($ SPX) (spy) is today + 0.16%, Dow Jones Industrials Index (Dowi) (Dowi) ($ 0.25%) (QQQ) (QQQ) (QQQ) (QQQ) (QQQ) (QQQ) (QQQ) (QQQ). September E-Mini S & P Futures (ESU25) + 0.17% and September e-mini Nasdaq futures (NQQQQu25) are 0.32%.
Stock indices are lightly higher today, S & P 500 and Nasdaq 100 with 100 to 100 highs and Dow Jones industry rose 4-1 / 4 months. Positive trade news increases shares today, President Trump approached the date of July 9. Progress is made in trade talks with China and the European Union. In addition, after withdrawal of the country’s digital service tax, trade talks with Canada and trade groups of India and Japan have reached the Washington to iron new trade deals.
Shares, June MNI Chicago PMI and June, as shown in Dallas Fed Production Study, returned from the best levels in the expected expected economic news. In addition, Atlanta Fed said the president could lead to the infections of the boulder, tariffs could lead to inflation more sustainable pressure.
The Senate Republican Reconciliation invoice is today, 3-1 / 4 years of a new 3-1 / 4-year-old cladfing, today, today, will add $ 3.3 trillion to us in the next ten years.
M & A accepted $ 2.1 billion after receiving GMS INC after receiving GMS Inc after receiving GMS Inc. after receiving GMS Inc. after receiving $ 4.3 billion.
Mni of the United States Chicago PMI was unexpectedly from -0.1 to 40.4, in 5 months, 43.0 and weakest levels are weaker than expectations.
The United States’s Dallas Fed production OUTLOOK survey has risen weaker than the expectations of +2.6 -12.7, -10.0.
Atlanta Fed President Bostik was a little hawk when most of the tariff prices were still reflected in the market and cause tariffs to increase prices. He cut 25 BP proportions this year and three ratios in 2026.
Treasury Secretary Bessent’s statements supported the long-term bonds in 2020, 2021 and 2022, in 2021 and 2022, in 2022 and in 2022, supported for longer bonds.
The expected economic news from China supports global economic growth prospects. China’s June Production PMI has risen from 49.6 to 49.7. In addition, the PMI produced in June, 50.3 in 50.3, 50.3 rose to 50.5.
It is the upcoming save season that started next week for shares. Bloomberg Intelligence information shows that the S & P 500 is the smallest increase in more than 2.8% of the consensus for the winner of Q2, the smallest increase in two years. 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.
During this holiday, the markets will search for additional trade and tariff news in the Tax Account Pass for the President Trump. Tuesday, the June ISM production index is expected to rise to +0.2 to 48.7. Tuesday. Jolts are expected to be expected to work in the opening of work –91,000 to 7.3 million. Finally, the Fed Chair Powell, Boe Governor Bailey, ECB President Lagarde and Boj Governor WeeDA participates in a panel discussing money policy. On Wednesday, June ADP’s employment change is expected to increase +90,000. Thursday, June Nonfarm wages are expected to rise to + 113,000 and expected to increase in June to 4.3% from + 0.1. In addition, the average hourly earnings in June are expected to increase + 0.3% m / m and + 3.8% Y / y. In addition, the weekly initial unemployment claims are expected to rise to +5,000 to 241,000 and the factory orders are expected to be thrown into + 8.1% m / m. Finally, the Jun ISM services index is expected to rise from + 0.7 to 50.
Federal funds Fearers Prices are a 19% chance of a 19% chance in the FOMC meeting on July 29-30.
External exchanges are mixed today. Euro Stoxx fell from 2 weeks of high in 50 and -0.29%. China’s Shanghai composition has been closed + 0.59%. Japan’s Nikkei Stock 225 rose to 11-1 / 2 months, and 0.84% was closed.
Interest rates
10 years of T-notes (ZNU25) are growing today by +2 ticks. The 10-year-not-note product is from -0.8 BP to 4.269%.
Today, the prices today are slightly higher as they hope for a smaller tariffs than small smaller fights, which relieve inflation anxiety. Today’s weaker, more than expected, Chicago PMI and Dallas Fed reports also supported the T-notes. In addition, the Treasury Secretary Bessent’s comments relieved concern over the pressure of the supply of the treasury curve.
However, the best levels of T-notes returned from today’s rally, S & P 500 in the S & P 500, the new record of the new record in government securities. In addition, Atlanta Fed President Bostic said that the tariffs could lead to inflation more sustainable pressure.
Today, the European government’s bond productivity is mixed. The 10-year German Bund product is from +0.1 BP to 2.593%. 10 years of UK Gilt productivity -1.5 from BP to 4.489%.
Germany’s retailer may be unexpectedly falling -1.6% m / m, + 0.5% m / m and is weaker than the largest descent expectations in 2-1 / 2 years.
German June CPI (EU adapted), + 0.2% m / m / 1.1.7% Y / y, + 0.3% m / m and + 1.8% more weak than Y / Y expectations.
ECB Vice President Guindos said he stopped the “cruel uncertainty” around the global trade policy of the Eurozone economy, and the second and third quarter will be almost straight.
Surbo, July 24 is a discount for a -25 BP degree in a -25 BP ratio by ECB in the Policy Meeting.
US Stock Movlers
Today, the bank’s shares are rising today on the annual stress test of the Fed’s annual stress, which wants to share all annual banks of the largest US banks and shares for shareholders. As a result, Goldman Sachs (GS) is more than + 2% to lead the winners in the Dow Jones industry. Also, JPMorgan Chase (JPM), Wells Fargo & Co (WFC) and Bank of America (BAC) + 1%.
GMS Inc. (GMS) is more than + 11% after agreeing to receive the house warehouse for $ 4.3 billion or for a share.
The Hewlett-Packard Enterprise (HPE) is more than + 13% to lead the winners in S & P 500, and Juniper Networks (JNPR) The Department of Justice is more than + 8% after deciding to seize HPE’s consistent networks.
Applovin (application), after raising UBS’s price target to $ 540 from $ 540 to $ 540 to $ 540 to $ 540, more than 100%.
Oracle (ORCL), Stifel’s Price Target is more than + 5% for purchase from a purchase of $ 250.
Whirlpool Corp (WHR), more than + 4% after Longbow research.
Moderna (MRNA) is more than + 2% after saying the experimental flu hit.
Walt Disney Co. (Dis), Jeffries, $ 144 is + 0.90% after updates stocks stored with a price target.
Property investment Investment Trust companies (Reits) are under pressure today. ESSEX is more than more than 2% and Iskandariya Real Estate Capital (Camden Property Capital (CPT) and Avalonbay Communities (AVB) -1%.
Cohen & Steers Inc. (CNS) Bank of America is more than -4% after global research, the target was covered with a recommendation with a $ 67 recommendation.
Font (FTV), CEO and President Lico is more than -4%, and said that Olumide Soroye will replace it.
ZScaler (ZS) is more than 1%, which is more than 1%, which intends to increase the $ 1.5 billion-convertible steps to 2028.
Earn reports (6/30/2025)
B Riley Financial Inc (Rily), Compass Diversified Holdings (Codi), GMGI), External Matrix Group Inc, OPEN HOLDING CO (POW), Progress Progress Progress Corp. (PRGS).
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
