Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international finance news for July 22, 2025. Coca-Cola reported second quarter results that topped estimates. The company plans to start using more cane sugar in its drinks, but will not completely drop high fructose corn syrup. General Motors beat Q2 earnings expectations, but President Trump's tariffs added $1.1 billion in costs in the second quarter. The company expects a $4 to 5 billion tariff impact this year. #youtube #stocks ...

Global Economy - The global economy is showing resilience despite the historic increase in tariffs this year [1]

Market Performance & Trends - The S&P 500, NASDAQ Composite, and NASDAQ 100 reached fresh records, while the Dow barely closed in the red and small caps fell by approximately 025% [2][3] - The 10-year Treasury note yield decreased by 6 basis points to 437%, and the 30-year yield also decreased by 6 basis points, remaining below 5% [4] - The US dollar index decreased by approximately 067%, a significant amount for a major currency [4] - Communication services showed the strongest performance, increasing by 137%, while energy declined by more than 1% [4] - Investors are becoming more comfortable with the resilience of the US economy, supported by strong retail sales and low jobless claims [7][8] - The market reaction to tariff headlines has diminished, with the S&P 500 and tariff-related stocks showing minimal movement in response to recent tariff news [32] Company Specific News - Trump Media Technology Group revealed approximately $2 billion in Bitcoin holdings, representing about two-thirds of their balance sheet [12][13] - Taiwan Semiconductor's largest client is Nvidia, and Taiwan Semiconductor lifted their full-year guidance by 30% [20][21] - NATO countries have committed to spend up to 5% of their GDP on defense spending over the next decade, and the European Union plans to spend $840 billion over the next four years on defense [22] - Nisource, a multi-utility company and one of the largest distributors of natural gas, has a dividend yield of nearly 3% and is considered a backdoor play into the AI revolution [26][27] - Coca-Cola is expected to report less growth in Q2 due to a slowdown in price increases, and General Motors is expected to report earnings in line with analyst estimates [63][64] Economic Outlook & Federal Reserve - The US economy is showing signs of regaining its strength, with consumer confidence and spending rebounding, and major financial institutions no longer anticipating a recession [43] - The Federal Reserve's summary of economic projections in June indicated a potential slowdown to 14% by the end of the year, with unemployment rising to 45% and core PCE inflation rising to 31% [47] - The market is currently pricing in approximately two rate cuts by the Federal Reserve for the remainder of the year, potentially in September and October [60]

Then Rebecca Patterson. She's the former chief investment strategist at Bridgewwater and currently senior fellow on the Council on Foreign Relations. Great to have you here on set. It's great to be here.Welcome. Beautiful day outside. Market's at high.Everything is awesome. What's there to worry about. So, um, you know, we were talking about this a little bit with Greg last.I mean, you could list a gazillion different things, but why do you think that this landscape, to Mike's point, has become so placid. W ...

I talked to one of my shipping sources and they said, "You heard about Hawaii, right? People are already shipping metal on the water on boats to those loces because they're concerned they won't get to the mainland in time." And I said, "Well, like is that a problem?" And the the best answer he gave me was not every harbor or not every dock is prepared to handle copper. M copper is one of the most valuable products that thieves like to take out of warehouses. Is that right.Yeah. I feel like every few years t ...

Canadians say they’re ramping up their boycott of US travel and products in response to US President Donald Trump’s tariffs, and the country’s central bank is taking notice https://t.co/qzv3jCuscC ...

Again, Becky, we'll see what the president wants to do, but again, I if we somehow boomerang back to the August 1st tariffs, I would think that a higher tariff level will put more pressure on those countries to come with better agreements. We just reached an agreement with Indonesia and I saw five turns of their offers and this started several months ago. I thought their first offer was very good.They came back, the offer kept getting better and better and we ended up with a fantastic trade agreement. I thi ...

Market Trends & Global Finance News - Ramzan Karmali of Yahoo Finance reports on international finance news for July 21, 2025 [1] - US Commerce Secretary Howard Lutnick reaffirms August 1st as a hard deadline for tariffs [1] AI & Stock Market - Yahoo Finance raises the possibility of an AI bubble starting [1] - Market insiders are discussing AI and price-to-earnings ratios for AI stocks [1]

Federal Reserve & Monetary Policy - The report discusses the potential consequences of firing the Federal Reserve Chair, suggesting market instability [9] - The report mentions examining the entire Federal Reserve institution and its success in fulfilling its mission related to monetary policy, regulations, and financial stability [5][6] - The report highlights the perception of the Federal Reserve's mindset and questions its effectiveness, particularly regarding inflation management [7][8] Trade & Tariffs - The report addresses the possibility of extending tariff deadlines for countries engaged in productive trade talks [11] - The report suggests that higher tariff levels could pressure countries to reach better trade agreements [12] - The report cites a trade agreement with Indonesia involving the removal of 11,000 tariff lines, including non-tariff barriers, in exchange for agricultural and Boeing airplane purchases [13][14] - The report mentions a 19% tariff imposed on Indonesia, while they have zero tariffs on the US [14] Executive Decision-Making - The report emphasizes that the President solicits a range of opinions before making decisions [4]

Fresh off Donald Trump’s threat to slap 50% tariffs on Brazil, a summit of leftist leaders risks triggering a broader backlash from the White House https://t.co/e1jkleWSck ...