'US officially reached trade deal with EU''China, US to extend tariff pause at Sweden talks by another 90 days'bears have predicted a massive market meltdown based on two key arguments:1. the August 1 tariff deadline will not be extended2. no significant trade deal will be made soonthese two arguments just got demolished in a single daywith Trump finalizing a trade deal with the EU and China getting a 90 day tariff deadline extensionthis also significantly weakens the resistance to cut rates on Powell's end ...

The US and European Union reached a framework for a trade deal after his talks with European Commission chief, Trump says. https://t.co/bZKmlBLhLN ...

The US and European Union reached a framework for a trade deal after his talks with European Commission chief, Trump says. https://t.co/QhaT0V2S6S ...

BREAKING: 🇺🇸🇪🇺 TRUMP JUST SAID US HAS REACHED TRADE DEAL WITH EU.BULLISH FOR THE MARKETS 🚀 ...

Japan’s surprise trade deal with the US sent its markets on a wild ride, pushing stocks to all-time highs and fueling a selloff in government bonds https://t.co/lHnq8WXPbT ...

🇺🇸 🇪🇺 UPDATE: Pres. Trump and Chief von der Leyen will meet in Scotland on Sunday to advance the US–EU trade deal.Trump calls it “the biggest deal of all if we make it.” https://t.co/ANKt4fgDE5 ...

Market Sentiment & Setup - The market setup heading into the earnings season for the Mag Seven is not ideal, despite being heavily long in the space [1][2] - Concerns exist that the significant market run-up may have priced in positive earnings results already [2] - The VIX (Volatility Index) breaking 15 suggests a need for market hedges, indicating a feeling that the market has moved "too far too fast" [2] - The Mag 7 collectively surged over 40% since April lows, indicating concentrated money flow into that trade, raising the bar for earnings expectations [3] - The market is considered "full" after a mature intermediate advance of approximately 30% from the April low, with many stocks up 100% [10][11] Earnings & Guidance - Justification for the capital expenditure (capex) of companies is needed, with focus on when they will start to monetize those investments [4] - 80% of the S&P 500 companies have beaten earnings expectations this earning season, with a reasonably low bar [8] - Earnings season has been fine, with macro factors providing a boost with each trade deal [9] Company Specifics (Alphabet/Google) - Alphabet's earnings were good, alleviating concerns about the existential threat to search from AI, but the stock only held onto 1% of its gains on the day [5][6] - Google's ad search was up 12%, beating expectations, and their core search business also exceeded expectations [8] - There is a sentiment that Google may not win the battle of the AI search game, while others feel more positive due to Gemini 2.5 [7] Market Correction & Strategy - The market is due for a normative correction after a 3-4 month move, suggesting a time to reduce exposure generally [13] - Potential scenarios include a 3-4% spike followed by being "even more stretched" or a correction/selloff of 3-9% [12][13]

I'll be meeting with the EU on uh Sunday and we'll be working on a deal. We'll see if we make a deal. Uh Ursula will be here.Highly respected woman. So, we look forward to that. That'll be good.With the European Union, I think we have a good 50/50 chance. That's a lot. What are the sticking points that you Well, I don't want to tell you what the sticking points are, but now we're meeting with the European Union.uh having we're also meeting with as you know the head of uh UK prime minister and I look forward ...

Monetary Policy & Economic Outlook - President Trump pressured the Fed Chair to cut interest rates, an extraordinary scene in the Fed building [3][4] - Markets are repricing expectations to fewer than two rate cuts by the Fed [8] - The Fed is expected to remain independent and will do what it needs to do, regardless of political pressure [9][10] - Inflation forecasts are expected to remain under 2% for the next 18 months [14] Trade & Tariffs - A 15% tariff deal would basically mean trade shuts down [12] - Volkswagen expects around 15% tariff levels from EU talks [75] - Investors believe tariffs between 10% and 20% are manageable for the luxury sector [85] Company Performance & Market Dynamics - Volkswagen cut its outlook for the year due to US tariffs weighing on Audi and Porsche brands [22] - German business confidence rose to 89.6 in July, up from 88.4 [34] - LVMH's luxury product sales slumped in China and Japan, but the market is calling the trough [76][77] Geopolitical Issues - France will recognize Palestinian statehood in September, adding pressure on Israel [41][43] - Negotiations for a ceasefire between Hamas and Israel have broken down [44] Artificial Intelligence in Healthcare - An AI startup received $150 million in financing, bringing total funding to $370 million, to speed up the development of a model that will help physicians with clinical decisions [61] - The AI model aims to cover practically every relevant disease within three years to support physicians in their care delivery [64] - The AI technology analyzes 45 million patients a year, deploying over 2000 hospitals [65]

The UK and India have sealed a landmark $6.5 billion trade deal after years of negotiations.Can Trump and Modi strike a similar pact? @shruti838 explains: https://t.co/9EP5QT5PRV https://t.co/AqK3CpuBzv ...