🚨 TRUMP TOUTS RUSSIAN RARE EARTHS AS POTENTIAL TRADE PRODUCT
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TRUMP: NOT A FAN OF LONDON MAYOR
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🚨 TRUMP ON FEDERAL RESERVE: A SMART PERSON WOULD CUT
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🚨 TRUMP ON FEDERAL RESERVE: WE'RE DOING WELL EVEN WITHOUT RATE CUT
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$HOOD: JP MORGAN RAISES TARGET PRICE TO $98 FROM $47
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TRUMP ON RUSSIA: WILL CONFIRM NEW RUSSIA DEADLINE TONIGHT OR TOMORROW
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TRUMP ON RUSSIA: WE MIGHT MAKE A DEAL, YOU DON'T KNOW
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🚨 TRUMP: IRAN HAS BEEN SENDING OUT NASTY SIGNALS
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🚨 TRUMP: IF IRAN START NUCLEAR AGAIN, WE'LL WIPE IT OUT FAST
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*TRUMP: NEW DEADLINE FOR PUTIN TO BE 10 OR 12 DAYS
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🚨 CHINA-U.S. TRADE TALKS IN STOCKHOLM START - XINHUA
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TRUMP: SMALLER NUCLEAR PLANTS ARE INTERESTING
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$PYPL - PAYPAL ENABLES U.S. MERCHANTS TO ACCEPT PAYMENT IN OVER 100 CRYPTOCURRENCIES: FORTUNE
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BESSENT ARRIVES AT BUILDING FOR CHINA TALKS
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OPPENHEIMER RAISES S&P 500 TARGET TO 7,100 FROM 5,950
Oppenheimer restored its year-end S&P 500 target to 7,100, up from 5,950 in April, thanks to new trade deals with Japan and the EU easing market uncertainty. This implies an 11% gain from the July 25 close.
The firm also maintained its 2025 earnings forecast of $275 per share, reflecting a forward P/E of 25.8.
Strong Q4 and Q1 earnings, with 84% of companies beating estimates this quarter, support the outlook. Oppenheimer highlights the U.S. economy’s resilience and the Fed’s success in lowering inflation from 9% to 2.7% without causing a recession.
The firm advises investors to focus on quality stocks during market dips and favors cyclical sectors and U.S. exposure while keeping stakes in developed and emerging markets.
(@WalterBloomberg)
🚨 TRUMP ON RUSSIA: NOT SO INTERESTED IN TALKING TO PUTIN ANYMORE
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🚨 TRUMP ON FED CHAIR POWELL: “HE’S LEAVING VERY SOON. I’LL MISS HIM”
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🚨 TRUMP ON FEDERAL RESERVE: WITH THE RATE CUT WE'LL BE DOING BETTER
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🚨 TRUMP ON FEDERAL RESERVE: THEY HAVE TO CUT RATES
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TRUMP ON SCOTTISH INDEPENDENCE: I DON'T WANT TO GET INVOLVED
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*TRUMP: I CAN'T IMAGINE UK CENSORING TRUTH SOCIAL
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🚨 TRUMP: WE'LL BE ANNOUNCING PHARMA TARIFFS IN THE VERY NEAR FUTURE
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Global money supply is soaring:
China’s M1 money supply is now up +4.6% YoY, to a record $16 trillion.
This marks an acceleration from the +2.3% increase in May and the +0.4% increase at the start of the year.
China’s M1 is twice as large as the US’s M1, excluding savings deposits, which stands at $8 trillion.
It also accounts for 33% of the G10’s total M1, positioning China as a key driver of global liquidity.
We view money supply as a key leading indicator which suggests upward price pressures could return in the coming months.
Is global inflation about to reaccelerate?
(@TheKobeissiLetter)
$PYPL - PAYPAL - PAY WITH CRYPTO DECREASES DEAL COSTS BY UP TO 90%
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🚨 TRUMP ON RUSSIA: I'M GOING TO MAKE A NEW DEADLINE FOR ABOUT 10 OR 12 DAYS FROM TODAY
TRUMP ON RUSSIA: WE JUST DON'T SEE ANY PROGRESS BEING MADE
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GERMANY'S STEEL FEDERATION WV STAHL ON EU-US TRADE DEAL: EVEN IF FURTHER ESCALATION HAS BEEN AVOIDED, CATASTROPHIC SITUATION IN EUROPEAN STEEL INDUSTRY HAS NOT CHANGED
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TRUMP: DON'T WANT TO TRADE WITH PEOPLE 'KILLING EACH OTHER
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TRUMP ON GAZA: IT'S DIFFICULT TO DEAL WITH HAMAS
TRUMP ON GAZA: I'M SPEAKING TO NETANYAHU AND WE'RE COMING UP WITH VARIOUS PLANS
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CHINA VICE PREMIER HE: ARRIVES FOR TRADE TALKS WITH U.S. IN STOCKHOLM
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WHICH EU COUNTRIES WILL BE HIT HARDEST BY U.S. TARIFFS?
The U.S.–EU trade deal avoids a trade war but will still slow Europe’s growth.
Germany and Ireland—key exporters of cars and pharmaceuticals—will be hit hardest. France and Spain face minimal impact.
U.S. tariffs could cut EU GDP by 0.2% over three years, says Capital Economics, further weakening growth, especially in already-struggling Germany.
(@WalterBloomberg)
