Скачать или смотреть Ep. 217 - Major Indexes Hit New Highs | Mega Cap Earnings Begin | Fed & Trade Talks Ahead – July 25

Markets surged to new highs this week as mega cap earnings kicked off and economic data surprised investors. In this episode:

📈 Indexes Rally

-Nasdaq hits its 15th record close of 2025
-S&P 500 and Dow Jones notch fresh highs
-Small caps and growth stocks join the rally

📊 Economic Signals

-Leading indicators fall more than expected
-Jobless claims unexpectedly decline
-Fed remains cautious on rate cuts

💼 Earnings Season Begins
-Apple, Microsoft, Meta, Amazon, Visa, Chevron, and more set to report

-Growth stocks like NVDA, AVGO, TSM show strength, but semiconductor ETF lagged

🌍 Global Headlines

-Trump heads to Scotland for EU trade talks
-Federal Reserve meeting
-U.S. jobs report looms next Friday

📌 Reference: Investors.com & Marketsurge
🚫 Disclaimer: This is not investment advice. For informational purposes only.

#StockMarket #Nasdaq #SP500 #DowJones #MegaCapEarnings #Apple #Microsoft #Meta #Amazon #EconomicData #FedWatch #TradeTalks #GrowthStocks #Investing #FinanceNews #MarketUpdate

Monday
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The Conference Board's leading indicators fell more than expected, declining 0.3% vs. economists' expectations of a 0.2% fall in June. For the first half of 2025, the leading economic index dropped 2.8% after falling 1.3% in the second half of 2024. The index tracks 10 different components and measures changes in the labor and housing markets, new orders, the S&P 500 stocks, and consumer confidence.

Thursday
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Investors on Thursday considered initial unemployment claims, which unexpectedly declined to 217,000, down from 221,000 in the previous week. They were expected to rise to 225,000, according to Econoday estimates.

The news could dampen potential interest rate cuts. The Federal Reserve has taken a wait-and-see approach to the issue, much to the chagrin of President Donald Trump.

Friday
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The Nasdaq composite notched its 15th record close of the year thanks to a 0.2% gain Friday.
The S&P 500 closed at new highs for the fifth session in a row after picking up 0.4%.
The Dow Jones Industrial Average outdid the other major indexes Friday by popping 208 points, or 0.5%.
Small caps also made progress, with the Russell 2000 index rising 0.4%.

Growth stocks had the strongest session, with the Innovator IBD 50 (FFTY) exchange traded fund rallying 1.3%.

Next week
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Trump Set For EU Trade Talks; Fed, Powell Loom

Earlier in the week, Trump announced a deal with Japan, although doubts are emerging about its status. He told reporters on Friday he believes there is a "50-50 chance" of securing an agreement with the European Union. He is flying out to Scotland for talks that will take place on Sunday.

The latest Fed meeting

job openings data due Tuesday and the latest ADP employment report coming Wednesday. However, the key day will be Friday, when the U.S. jobs report for July is released.

earnings:
earnings from the likes of Apple (AAPL), Microsoft (MSFT), and Meta Platforms (META), and Amazon.com (AMZN) loom.

The likes of Visa (V), IBD 50 name Celestica (CLS), and Chevron (CVX) are also reporting.

QQEW, RSP,
FFTY
0TNX, UUP, USO, GLD, SLV, CPER, GBTC

Accumulation/Distribution
Advance/Decline

SMH
IGV

NVDA, AVGO, TSM
MSFT, GOOGL, AMZN, META
AAPL, TSLA, NFLX


Reference: Investors.com and Marketsurge

Disclaimer: This is not investment advice. It is for general information purpose only.