Markets took a breather following the Fourth of July holiday, with U.S. equities ending the week narrowly mixed amid rising tariff tensions and anticipation over upcoming inflation data. The Fed remains in wait-and-see mode, while Treasury yields moved higher and commodity markets posted modest gains.
U.S. equities closed the week on a high note, marking the S&P 500’s third all-time high in five days. A strong jobs report, renewed trade optimism, and momentum in materials and financials helped drive gains, while investors look ahead to inflation expectations and Fed minutes for more clarity on rate policy.
Stocks declined sharply this week as renewed tariff uncertainties and rising inflation raised stagflation concerns, pushing the S&P 500 closer to correction territory. Technology stocks like NVIDIA and Broadcom suffered notable losses amid weakening chip demand, while defensive sectors like utilities and real estate showed resilience. Upcoming economic data, including reciprocal tariff announcements, PMI indicators, and Friday's pivotal Jobs Report, will likely set the tone for investor sentiment in the days ahead.
Markets faced renewed volatility as AI leader NVIDIA’s earnings disappointed, sending tech stocks lower. Meanwhile, President Trump’s new tariff plans on Canada, Mexico, and China fueled trade tensions, adding uncertainty to global markets. Despite weak consumer confidence data, positive GDP growth and easing inflation bolstered expectations for Federal Reserve rate cuts in 2025. The S&P 500 and Nasdaq posted losses, while European stocks gained on German election optimism. Investors now turn their focus to key labor market data and inflation reports, which could shape the Fed’s next move. Read the full Weekly Market Recap for insights on equities, bonds, commodities, and the economic outlook.
Markets faced volatility this week as stocks pulled back amid new tariff concerns, weak consumer sentiment, and the Federal Reserve’s patient stance on rate cuts. The S&P 500, Nasdaq, and Dow all declined, while bond yields ticked higher as investors digested key economic data. International markets were mixed, with European stocks steady and Chinese tech shares surging on AI momentum. Meanwhile, weaker-than-expected retail earnings and inflation concerns kept traders on edge. Read our full market recap at FreedomFamilyOffice.com to stay ahead of the latest financial trends!
Markets rallied this week despite inflation concerns and shifting Federal Reserve expectations. The Nasdaq surged 2.6%, leading major indexes, while weak retail sales fueled speculation of future rate cuts. Global equities gained on strong corporate earnings and diplomatic optimism. In the bond market, Treasury yields fluctuated, and commodities saw mixed movements, with oil slipping and gold continuing its rally. Get the full breakdown of market trends, economic data, and key events to watch in the week ahead. Stay informed with our latest market recap!