The silver lining of positive earnings can be very blind


People walk in front of the Morgan Finance Center on July 16, 2025 in New York.

Kylie Cooper | Reuters

Friday, August 1 – “Hard deadline“The updated tariffs of the US President Donald Trump – less than two weeks.

A report that doesn’t even want trump minimum 15% -20% tariffs in the European Union Only mainly unchanged on the marked markets hit minimal strike. Though these figures are higher Universal 10% main tariff Trump’s want and that the EU hopes to be safe and below 30% of Trump, he said he will apply to the block July 12 letter.

There is also a start until the savings season Helped to solve the tariff fears so far. 83% of S & P 500 companies giving earnings overturned expectationsaccording to invoice information. In particular, large banks like large banks JPMORGAN CHASE and Golden man sachsSerious for economic activities, strong beats, which serve as a barometer, increase the feeling of investor.

In the next places Great technological gainIt will be broadcast in weeks before August 1. If it is better than expected, you can destroy geopolitical cotton or cause investors to easily reject the fears of trade. These stormy periods have a dark cloud with every silver lining.

What you need to know today

On August 1, a ‘difficult deadline’ for new tariffs. US Trading Secretary Howard Lutnick said Sunday Tariffs will come into force next monthHowever, after the date, he opened the opportunity to continue trade talks.

US stock futures are less than Sunday. Friday, S & P 500 and Nasdaq composite Closed around the straight line. This Dow Jones Industry MediumHowever, he lost 0.32%. Asian-Pacific Markets traded Monday.

China, Benchmark keeps credit rates constant. Announced that China is the People’s Bank on Monday To take the main rate of 1 year of credit 3.0% and 5 years of LPR to 3.5%. Yuan was mainly flat after the action.

Huawei has become a leader of artificial intelligence from a telecom giant. Nevertheless – or clearly, the restrictions on the Chinese company in 2019 have made progress in Huawei’s chips The answer to Beijing’s Nvidia.

(Pro) The benefit of a phone folding from Apple. A Cupertino-based company can still be folded – Unlike opponents like South Korea’s honor in Samsung and China – Buyers are already a Potential main supplier.

And finally …

A personnel member Singapore Dolver currency records in Singapore in Singapore on October 6, 2022 in Singapore in Singapore.

Roslan Rahman | AFP | Getty pictures



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