Paper Gains
1000 Earnings Reports & MEGA Macro [LIVE]
7/28/2025, 6:35:58 PM
Economic Summary
- Leading Economic Index negative for seven months
- Gold hit five-week high on trade tensions then pulled back
- Trade deals lowered tariffs with Japan and EU
- FOMC this week with no cut expected
- Possible October or November rate cut probability at 40%
- Jobless claims fell for sixth week
- Seasonal cycle near September historically weak
- GDP forecast jumps from -0.5% to 2.3%
Bullish
- Possible rate cut within next two FOMC meetings
- Trade deals with Japan and EU pushed markets higher
- Housing stocks may rebound from absolute lows
- Rocket Companies at better entry after pullback
- Marvell breaking out of consolidation toward prior targets
- Pinterest breaking to 40 ahead of earnings
Bearish
- Potential choppy week despite busy earnings and macro events
- Gold and precious metals may pull back on trade deal progress
- Weak dollar bounce could pressure equities near term
- AMD overextended before earnings with all targets hit
- Tesla still stuck in consolidation and below key pivots
- Google likely to chop after earnings while peers report
Bullish tickers
RKTMRVLPINS
Bearish tickers
GLDAMDTSLAGOOG
People mentioned
Donald TrumpJerome Powell