S & P 500 indeksi ($ SPX) (casus) bu gün (casus) bu gün -0.56% -dir, Dow Jones Industrials Index ($ DOWI) (DOWI) ($ DOWI) ($ IUXX) ($ iuxx) (QQQ) (QQQ) (QQQ) aşağı səviyyədədir. September E-Mini S & P Futures (ESU25) -0.54%, September E-Mini NASDAQ futures (NQQQQu25) -0.71% are low.
Today, the trade is under pressure today, as it is withdrawn from the forefront, and the US trade partners are extremely in the last date of the deadline for Trump management. On Sunday, President Trump announced a unilateral tariff rates in the coming days. Mr. Trump also said that the countries will face an additional 10% tariff compared to the Bracelian Nations Group (Brazil, Russia, China, China and South Africa).
Treasury Secretary Bessent will be a new effective history for higher tariffs on August 1 and a loss loss is limited to the three-week extension to negotiate. The EU Commission spokesman reports that the European Union (EU) and the US President of the European Commission approaches the trade agreement after a Sunday challenge between Ursula Von Der Leien and President Trump.
The shares also support President Trump after signing the reconciliation invoice on last Friday. The financial incentive of the bill will be net positive for the US economy, but the higher the last deficit in the United States increases the risk of the last debt crisis.
After President Trump, more than Tesla, which leads to a lower level of Mega Cover Technology, Elon Musk criticized the proposals for the launch of a new political party for other companies led by Tesla and Musk.
Another obstacle for shares is the upcoming savings season that started this week. Bloomberg Intelligence information shows that the S & P 500 is more than a consensus + 2.8% for the winner of Q2, it is 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.
This week’s markets will be in any new tariff news and the US trade partners have signed trade deals from the deadline on Wednesday. On Wednesday, the FOMC meeting will be released on June 17-18. Weekly unemployment claims will be released on Thursday. In addition, Thursday, St. Luis Fed President Musalem and San Francisco Fed President Daly talk about US economy and monetary policy.
Federal funds Fearers prices are discounted by 5% chances for a -25 BP degree in FOMC meeting on July 29-30 on July 29-30.
External exchanges are mixed today. Euro Stoxx is 50, + 0.91%. China’s Shanghai composite was closed + 0.02%. Japan’s Nikkei Stock was reduced in 225 -0.56%.
Interest rates
10 years of T-notes (ZNU25) are -6 ticks today. The 10-year-note product is +2.8 BP up to 4.373%. Last Friday, the president’s Tax and Spending Plan will increase the US budget deficit for a total of $ 3.4 trillion for a total of $ 3.4 trillion, and thus signing the tax and spending plan to demand financing the deficit of the treasury. Supply pressures will also be auction of $ 119 billion in notes and T-bonds this week, starting with a $ 58 billion auction in T-Notes, Treasury, 3-year-notes. Today, negative residents today are also due to the decline in the prices of the European government bonds today.
The bonds of the European Government are moving higher today. 10 years of German productivity +3.5 BP is up to 2.642%. The 10-year-old British elegance is +1.6 BP to 4.570%.
The Eurozone July Sentix Investor Trust Index reached about 3.50 years old, than 1.0 expectations.
Eurozone, retail, -0.7% m / m, weaker than expectations, -0.6% m / m and 1.75 in 1.75.
Germany’s industrial production has been unexpected + 1.2% m / m, -0.2% more strong than a decrease in m / m.
Sharbels are 6% discount for a -25 BP degree by ECB by ECB at the Message of July 24.
US Stock Movlers
Tesla (TSLA), S & P 500 and NASDAQ, CEO Musk’s CEO Musk’ın President Trump’dın President Trump and Mr. Musk said it formed a new political party, he said.
Chip reserves are under pressure today, weighing in a wider market. Marvell Technology (MRVL) and goal holdings PLC (scoring) -3%. In addition, advanced micro-installations (AMD), Micron technology (MU) and QUALCOMM (QCOM) -2%. In addition, Intel (INTC), GlobalFoundries (GFS), KLA Corp (KLAC) and semiconductor Corp (Turn) -1%.
The WEBILK (bull) is more than 1% by a fund managed by Yorkville Partners, which allows the $ 1 billion stock to a $ 1 billion shares in the market price in the next three years.
Stellantis NV (STRA), American Bank of America’s global research, said that the Foundation said that he expects the first part of the “very weak” on July 29, he said in neutral.
Travelers COS (TRV), the lost in the Dow Jones industry, after the landing after landing, after the landing after landing and more than 8% after landing.
Crowdstrike Holdings (CRWD), Piper Sandler, Stock more than -1% after downloading many overweight neutral.
MGM Resorts International (MGM), Goldman Sachs’s sales recommendation and price target is more than -1% after the coverage of shares with a $ 34 dollar recommendation.
WNS Holdings Ltd (WNS), Capgemini SE’s Capgemini SE is more than agreed to receive $ 3.3 billion or $ 76.50 for a share.
Phibro Animal Health Corp (PAHC) JPMORGAN Chase is more than a $ 35 price target from a neutral overweight to more than + 8%.
Tractor supply Co. (TSCO), for more than the second size of Bloomberg, sales for the company are expired on June 28.
President Trump’s Tax and Corecivic (CXW) + 2% to approve the Tax and Spend invoice, because President Trump’s tax and spending will add billions of dollars for immigrant pre-trial detention facilities.
Society Service Enterprise Group (PEG), the fund’s price target will be more than a neutral with $ 97 + 1%.
GE Vernova (GEV), UBS’s price target is more than + 1% after the recommendation of the $ 614 applications.
Earning reports (7/7/2025)
None.
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
