How is the Magnificent 7 impacting markets?
The Magnificent 7 stocks have returned 285% since 2020, far outpacing the S&P 500’s 91% gain and now make up about 35% of the index.
What does a weaker job market mean for the Fed?
The July jobs report showed weaker-than-expected growth, with only 73,000 new jobs added—well below the 104,000 forecast. May and June figures were also revised down sharply, bringing the 3-month average to just 35,000, far below historical norms.
What impacts are tariffs having on corporate profits?
With tariffs now at their highest level since 1911—average consumer rates reaching 20.2% (Yale Budget Lab)—many companies are absorbing costs rather than passing them to consumers, as stable spending data suggests.
What does the new August 1st tariff deadline mean for markets?
With President Trump’s reciprocal tariffs set to resume August 1, 2025, after the 90-day pause, investors are understandably watching closely.
Will the Dollar Lose Its Reserve Currency Status?
The U.S. dollar remains the world’s dominant reserve currency despite recent declines and mounting fiscal concerns, supported by deep markets and global trust. While shifts in currency dynamics are inevitable, diversification, not doomsday predictions, remain the wiser long-term focus.
What is the Fed’s outlook on the economy?
The Fed’s monetary policy decisions continue to shape the economic landscape and long-term financial plans.