Earnings AnalysisFeed overview
Paper Gains

Don't Count Them Out!

7/21/2025, 8:17:42 PM
Economic Summary
  • Earnings season underway
  • Upcoming NFP, FOMC, and PCE data next week
  • Core CPI with no immediate rate cut
  • 55% probability of September or October rate cut
  • Low-volume summer trading environment
Bullish
  • Rate cut probability increasing for September/October
  • Seasonal strength in Apple and Google
  • Small and mid-caps showing broadening market strength
  • Buy-the-dip sentiment remains
  • Metals and crypto showing recovery
Bearish
  • Market still headline-driven and knee-jerky
  • Microsoft may be done after lower high
  • Seasonality could bring weak August/September
  • Potential sell-the-news if rate cuts occur
  • UNH trending lower before earnings
Bullish tickers
AAPLGOOGLCRMAMZNAVAX
Bearish tickers
MSFTUNH
People mentioned
EvanJerome PowellDonald TrumpBill PulteTom LeeMark ZuckerbergElon MuskMichelle Bowman