So, will all of next week's events help stocks keep their records rolling. Are we in for a reckoning. >> All right, that was a little dramatic.You know, you know what I mean, though, Karen. The setup >> is not necessarily great. >> No, I don't love the setup going in, right.So, you have this levitation into earning season for the Mag Seven. So, we had one, we had Alphabet, that was good. We saw that.Next week, we're going to get a whole lot more. I don't love the setup going in. Although I am heavily long t ...

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 ...

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Exclusive: President Trump’s efforts to secure a trade deal with the European Union have the help of an old, powerful friend: Luxury titan Bernard Arnault https://t.co/IcwaIY6CmP ...

The US and the EU scrambling to strike a trade deal ahead of next week's August 1 deadline. FT did report yesterday that a potential deal would impose 15% tariffs on European imports, similar to the Japan number that we got this week. Joining us this morning, Commerce Secretary Howard Lutnik.Mr. . Secretary, great to have you. I know you've been busy streets hungry for an update on the EU.What can you tell us. >> Well, the EU really, really, really wants to make a deal. I mean, what's happened is Donald Tru ...

A trade deal with Japan and hopes for one with the European Union have sent stocks soaring to new highs. But given that the "new normal" is worse than the "old normal," is the exuberance warranted? Here are some ideas on hedging your bets. https://t.co/eerSmxHfki ...