TOP MARKETS NEWS: Week 07/28 – 08/03

Friday 08.01

Business Live – guardian
T-Day Arrives: Trump Raises Tariff On Dozens Of Countries, With Minimum Rate Of 10% – Zerohedge
Trump latest: US president announces tougher tariffs for dozens of countries – skynews

U.S. added just 73,000 jobs in July and numbers for prior months were revised much lower – cnbc
Euro zone inflation holds steady at higher-than-expected 2% in July – cnbc
Europe Inc Wakes up to Trump’s New Tariff Reality – Reuters
Stock market sell-off intensifies with Stoxx Europe 600 down 1.3% – cnbc

Asia-Pacific markets fall after Trump modifies tariff rates – cnbc
Asian Shares Fall as US Unleashes Fresh Tariffs, Jobs Data up Next – Reuters
Asia’s Factory Activity Worsens as US Trade Uncertainty Bites – Reuters

 


Thursday 07.31

Business Live – guardian
Price Hikes May Soon Bite as Firms Sell off Pre-Tariff Inventory, Says Global Business Group – Reuters
Trading Day: What Stops the Tech Juggernaut? – Reuters

Coinbase Quarterly Profit Falls on Trading Dip, Shares Fall – Reuters
Apple Shares Rise On Top- & Bottom-Line Beat; China Returns To Growth – Zerohedge
Apple reports biggest revenue growth since December 2021 – cnbc
Amazon Slides On Soft Profit Guidance, Declining AWS Margins – Zerohedge
Amazon’s gloomy earnings forecast overshadows better-than-expected results – cnbc
Stocks Soar As Speculative Mania Takes Hold In July; Dollar & Crypto Bid Bucking Bond Downturn – Zerohedge
Equities Stall as Early Enthusiasm Ebbs; Amazon, Apple Earnings Due – Reuters
S&P 500 posts third straight losing day as Meta, Microsoft fail to lift market – cnbc
Trump demands largest pharma companies slash US drug prices – yahoofinance
AI policy gap widens between China and the U.S., says Jefferies – INVESTING
Stocks making the biggest moves midday: Generac, Shake Shack, Microsoft, Meta & more – cnbc
UBS reveals its latest top picks after July update – INVESTING

US Labor Costs Rise Slightly Above Expectations in Second Quarter – Reuters
Fed’s Favorite Inflation Indicator Ticks Higher In June – Zerohedge
US Inflation Warms up in June as Tariffs Boost Some Goods Prices – Reuters
Stocks making the biggest premarket moves: CVS, Comcast, Meta, Norwegian Cruise and more – cnbc
Mastercard Signals Resilient Consumer Spending as Profit Tops Estimates – Reuters
Futures Storm To Another Record High After Blowout Tech Earnings – Zerohedge
German inflation dips to cooler-than-expected 1.8% in July – cnbc
Oil giant Shell posts profit beat, keeps share buyback pace steady at $3.5 billion – cnbc
Trump’s 50% copper tariff includes a major exemption. That won’t halt price rises – cnbc
European markets head for broadly higher open as earnings deluge continues – cnbc

Asia-Pacific markets mostly fall as investors assess BOJ rate decision and fresh tariffs on India, South Korea – cnbc
China’s July manufacturing activity contracts more than expected — declines for fourth-straight month – cnbc
Samsung’s profit more than halves, missing expectations as chip business plunges 94% – cnbc


Wednesday 07.30

Business Live – guardian

Microsoft tops $4 trillion in market cap after hours, joining Nvidia in exclusive club – cnbc
Stocks making the biggest moves after hours: Microsoft, Meta, Ford Motor, eBay and more – cnbc
Arm shares slip as smartphone royalties disappoint – cnbc
Robinhood reports second-quarter earnings beat with revenue climbing 45% over last year – CNBC
Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion – cnbc
Microsoft Shares Soar Higher On Strong Cloud/AI Earnings – Zerohedge
Meta’s big AI spending blitz will continue into 2026 – cnbc
Meta’s Reality Labs posts $4.53 billion loss in second quarter – CNBC
Meta shares climb 10% on revenue beat, raised forecast – cnbc
META Soars 10% To New All Time High After Smashing Estimates, Guiding Revenue, Capex Higher – Reuters
Qualcomm beats on earnings, highlights growth in Meta smartglasses – CNBC
Dollar Soars To 2-Mo Highs, Stocks Stumble As Hawkish Powell Trumps Dovish Fed – Zerohedge
Most U.S. stocks fall as hopes weaken for a September cut to interest rates – bbg
S&P 500 closes lower, Dow drops more than 150 points as Powell signals Fed isn’t ready to cut rates – cnbc
‘Most Divided’ Fed In 32 Years Refuses To Cut Rates (Again) – Zerohedge
Divided Fed holds key interest rate steady, defying Trump’s demands for aggressive cuts – cnbc
Stocks making the biggest moves midday: Harley-Davidson, Wingstop, Sarepta Therapeutics and more – cnbc
Wells Fargo Joins Wall Street Chorus in Lifting S&P 500’s Annual Target – Reuters
US Copper Prices Crash Most On Record After Trump Confirms 50% Tariff Excludes Refined Products – Zerohedge
Trump slaps universal 50% tariff on copper imports; metal’s price plunges – cnbc
Airbus Says It Has 60 Jets Awaiting Engines, Now Including From Pratt & Whitney – Reuters
Airbus Posts Higher Quarterly Profit, Maintains Forecasts – Reuters
Italy’s Leonardo Improves 2025 Guidance on Orders, Cash, Net Debt – Reuters
Tariffs rein in European stocks while Wall Street roars ahead – bbg
European Shares Close Flat as Investors Weigh US Tariff Impact on Earnings – Reuters

U.S. economy grew at a 3% rate in Q2, a better-than-expected pace even as Trump’s tariffs hit – cnbc
Stocks making the biggest moves premarket: Starbucks, Peloton, Novo Nordisk, Mondelez and more – cnbc
Humana Bucks Industry Gloom as Insurer Keeps Handle on Medical Costs – Reuters
Vans Parent VF Corp Beats Quarterly Revenue Estimates on Improving Demand – Reuters
Trump announces 25% tariff on India over Russia ties – investing
Coinbase stock rises after strategic partnership with JPMorgan Chase – investing
Private company hiring bounced back with a 104,000 increase in July, ADP says – cnbc
US Private Payrolls Increase in July – Reuters
Chip stocks targets raised at Morgan Stanley on ’exceptional’ AI strength – investing
Why the U.S.-EU trade agreement is unlikely to derail Europe’s defense boom – cnbc
Euro zone economy ekes out better-than-expected 0.1% growth in second quarter – cnbc
Euro Zone Growth Holds up Better Than Feared in Q2 – Reuters
German economy contracts by 0.1% in second quarter – cnbc
German Cabinet Approves 2026 Budget, Tripling Borrowing – Reuters
Mercedes-Benz to Cut EV Prices in the US, Pause Some Deliveries as Demand Falters – Reuters
Porsche Trims Outlook in ‘Storm’ of US Tariff Woes and China Slump – Reuters
GSK lifts 2025 forecast after profit jumps on strong HIV, cancer drug sales – investing
Santander Brasil’s Second-Quarter Net Profit up 9.8%, Slightly Below Forecasts – Reuters
BASF shares rise as outlook holds despite 82% drop in Q2 profit – investing
Adidas says tariffs will add $231 million to second-half costs – Reuters
Adidas slumps 9% as sportswear giant warns tariffs to drive up U.S. prices – cnbc
Hermes Q2 sales rise 9% on price hikes, strong demand in the Americas – investing
UBS posts net profit beat as market volatility boosts trading – cnbc
HSBC announces $3 billion share buyback after second-quarter profit plunges 29%, missing expectations – cnbc
European stocks set to open higher as investors digest earnings season – cnbc

Asia markets trade mixed as U.S. tariff truce with China hangs in the balance – cnbc
Chinese AI companies are already making money – cnbc


Tuesday 07.29

Business Live – guardian
Trump Gets Tariffs; Americans Get Price Hikes – Reuters
European Second-Quarter Corporate Profits Expected to Rise After EU-US Tariff Deal – Reuters
Deutsche Bank Pulls ECB Rate Cut Forecast for 2025, Eyes Hike as Next Move – Reuters

Stocks making the biggest moves after hours: Starbucks, Visa, Teladoc, LendingClub and more – cnbc
Starbucks same-store sales fall again, but CEO Niccol says turnaround is ahead of schedule – cnbc
Marathon Digital stock up after crushing earnings estimates – investing
Seagate shares tumble 8% following slight guidance miss – investing
US Allowed Nvidia Chip Shipments to China to Go Forward, Hassett Says – Reuters
SPX ends 6-day rally amid mixed US data while Dollar rally extends – Newsquawk US Market Wrap
Stocks Drop, Bonds & Oil Pop As China Agrees To Tariff Truce, Trump Reiterates Russia Threats – Zerohedge
Equities Close Lower as Earnings Weigh; Fed Statement on Tap – Reuters
S&P 500 retreats from record, Dow falls 200 points with China talks in limbo and Fed decision ahead – cnbc
U.S. Covered Call Funds Attract Record Inflows as Investors Seek Yield – Reuters
Stocks making the biggest moves midday: Carrier, Johnson Controls, Chart Industries, Sarepta and more – cnbc
Palo Alto Networks in Talks to Buy CyberArk in Deal Worth Over $20 Billion, WSJ Reports – cnbc
L’Oreal to Push for Tariff Exemption as US Market Improves – Reuters
Gucci sales plunge 25% in the second quarter as woes persist at luxury giant Kering – cnbc
Kering’s Quarterly Sales Weaker Than Expected, Gucci Down 25% – Reuters
European Stocks Close Up; Novo Nordisk Logs Its Biggest Daily Drop on Record – Reuters
Job Openings Slide, As Number Of Hires Unexpectedly Plunges – Zerohedge
US Job Openings, Hiring Decrease in June – Reuters
Conference Board Consumer Confidence Continues To Rebound As Inflation Fears Tumble – Zerohedge
US Consumer Confidence Rises Modestly in July – Reuters

IMF Lifts 2025 GDP Emerging Economies’ Outlook on Improved China View – Reuters
IMF Nudges up 2025 Growth Forecast but Says Tariff Risks Still Dog Outlook – Reuters
US Home Prices Plunge For 3rd Straight Month In May (Led By Tampa) – Zerohedge
US Goods Trade Deficit Shrinks More Than All Expectations In June – Zerohedge
US Goods Trade Deficit Shrinks in Likely Boost to Second-Quarter GDP – Reuters
The EU-U.S. trade deal could have one unexpected winner: The UK – cnbc
Futures Rise Ahead Of Data Deluge, S&P Set For 7th Straight Record High – Zerohedge
Procter & Gamble beats estimates but warns tariffs will start to weigh on earnings – cnbc
Boeing slashes losses as CEO touts ‘our turnaround year’ – cnbc
Royal Caribbean lifts full-year guidance on strong cruise bookings – cnbc
Novo Shares Crash Most On Record After Forecast Slashed On Compounded GLP-1 Headwinds – Zerohedge
Novo Nordisk shares plunge after Wegovy maker names new CEO, cuts full-year guidance – cnbc
PayPal beats on earnings, raises full-year outlook as Venmo growth accelerates – cnbc
Merck plans $3 billion cost cuts by end of 2027, narrows full-year outlook – cnbc
UPS Profit Lower Than Expected as US Trade Policy Shifts – Reuters
Spotify stock falls on revenue miss, lackluster guidance – cnbc
UnitedHealth says 2025 earnings will be worse than expected as high medical costs dog insurers – cnbc
The Fed risks a deflationary spiral by not cutting rates, these bond experts say – Marketwatch
AstraZeneca Seeks US Drug Price Cuts Amid Expansion Plans, Strong Demand – Reuters
Philips shares up nearly 9.5% as health tech giant flags reduced U.S. tariff impact – cnbc
Barclays second-quarter profit beats estimates as investment banking revenues swell – cnbc
Jeep maker Stellantis reinstates financial guidance but flags ‘tough decisions’ ahead – cnbc
Pharma giants push for tariff clarity as ambiguity threatens EU-U.S. deal – cnbc
How Trump Just Turned Europe Into A Vassal Market – Zerohedge
EU-US trade deal: The biggest losers and (a few) winners – politico
Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, Reuters reports – cnbc
Europe sets its sights on multi-billion-euro gigawatt factories as it plays catch-up on AI – cnbc
European stocks head for higher open with earnings and U.S. trade deals in focus – cnbc

Asia-Pacific markets fall as traders await outcome of U.S.-China trade talks – cnbc
Trump’s tariff deal offers scant relief for Japan automakers as bigger threat looms – cnbc

 


Monday 07.28

Global stock markets jump after trade deal limits US tariffs on EU to 15% – business live – GUARDIAN
European Leaders React to US-EU Trade Deal – Reuters

Dollar bid while EUR sinks as trade deal benefits the Buck – Newsquawk US Market Wrap
S&P, Nasdaq Again Close at Record Highs, Trade Choppy – Reuters
Dollar Rips, Gold Dips On Trade-Deals; Momo, Memes, & ‘Most Shorted’ Dump Into Crazy Week – Zerohedge
S&P 500 closes little changed as EU trade deal fails to spark rally – cnbc
Stocks making the biggest moves midday: Tesla, Nike, Revvity, Anheuser-Busch and more – cnbc
EssilorLuxottica’s First-Half Operating Profit up 4.1% – Reuters
European Shares Close Lower as US-EU Trade Deal Draws Mixed Response – Reuters
Dallas Fed Manufacturing Survey Soars As Respondents Demand “Lower Interest Rates Now” – Zerohedge
Oppenheimer lifts S&P 500 year-end target to Wall Street-high on trade optimism – bbg
Euro Plunges On Fears US-EU Deal Will Hammer European Economy – Zerohedge

US Futures, Global Markets Hit New Record Highs After US-EU Trade Deal – Zerohedge
German Government to Approve 2026 Budget With Record Investment and Borrowing Surge, Sources Say – Reuters
US LNG producers soar as EU agrees to $250 billion in annual purchases – Reuters
Key Events This Extremely Busy Week: Avalanche Of Macro, Central Banks, Earnings And Trade News – Zerohedge
Analysis-US Tariffs Will Be Test of Luxury Brands’ Pricing Power – Reuters
The European Disease: Germany Enters The Debt Spiral – Zerohedge
What’s The Big Deal? – Zerohedge
Trump, EU Reach Tariff Deal To Avoid Trade War – Zerohedge
U.S.-EU trade deal seen reducing European growth by 0.5% – Capital Economics – investing
European stocks rise to four-month high after the U.S. and EU strike trade agreement – CNBC

Asia-Pacific markets trade mixed as investors await details of U.S-China talks – cnbc
Samsung’s Texas Fab To Build Tesla’s Next-Gen AI Chips In ‘Made-in-USA’ Push – Zerohedge
Elon Musk confirms Tesla has signed a $16.5 billion chip contract with Samsung Electronics – cnbc

Five things to watch in markets in the week ahead – investing