Paper Gains
1000 Earnings Reports & MEGA Macro
7/28/2025, 9:11:51 PM
Economic Summary
- Busiest earnings week with 1,000 companies reporting
- Trade deals reduce tariffs with Japan and EU
- Jobless claims fall for sixth straight week
- GDP forecast rises from -0.5% to 2.3%
- FOMC meeting expected to hold rates, focus on labor and spending
Bullish
- Potential rate cuts within next two FOMC meetings
- Homebuilders rebounding from lows
- Trade deals with Japan and EU boosting markets
- Marvell breaking out after consolidation
- Semiconductor sector showing strength
Bearish
- LEI negative for seven months, signaling potential economic weakness
- Existing home sales fall to nine-month low
- Strong dollar bounce could pressure equities and metals
- Gold pullback amid easing trade tensions
- Tesla remains in consolidation and below key pivots
Bullish tickers
PHMLENAMDMRVLSMHPINS
Bearish tickers
GLDTSLAGOOGCORE
People mentioned
Donald TrumpJerome Powell