July 25, 2025 | FlipTheLoss Desk
Dow Jones futures inched up by 0.1%,
while S&P 500 futures remained almost flat following the index’s fourth straight record close. The Nasdaq
100 futures were also broadly unchanged, showing a pause in momentum after a
strong performance earlier this week.
This comes after a record-setting rally that saw both the S&P 500 and
Nasdaq Composite hitting all-time highs, driven by positive earnings, tech
optimism, and a US-Japan trade agreement.
Wall Street Cools After Hot Streak
Stocks had been climbing steadily, with
traders betting on strong second-quarter
results from tech giants and trade optimism boosting market
confidence.
But with so many things coming up like the Federal Reserve's two-day meeting, the monthly US jobs report, and earnings from major companies like Apple
(AAPL), Microsoft (MSFT), and Meta (META) investors seem to be taking a
cautious breather.
There’s also a sense that the rally may be fueled more by FOMO (fear of missing out) than by solid financial fundamentals. Many traders are now locking in profits ahead of next week’s big events.
Global Trade Talks Add Uncertainty
The recent US-Japan trade pact initially boosted sentiment, but
fresh doubts are surfacing. There appears to be disagreement between both
countries on how to divide gains from a $550
billion US investment fund, which could create friction just ahead of
the August 1 trade deadline.
Simultaneously, the US is trying to finalize a similar deal with the European Union, though no agreement has been officially announced yet.
Trump's Visit to the Fed: Symbolic
or Strategic?
President Donald Trump surprise visit to the Federal Reserve on
Thursday sparked rumors about the future of Fed Chair Jerome Powell.
Although Trump has criticized the Fed’s $2.5 billion renovation project, he later said he has no intention of firing Powell. "To do that is a big move, and I just don't think it's necessary," Trump said, calming markets concerned about potential instability at the Fed.
Intel Earnings: Good News, But...
Chipmaker Intel beat revenue expectations in its earnings report Thursday. However, the stock turned negative after the company announced planned layoffs and cancellation of factory projects, raising concerns about long-term growth and cost control.
What Investors Are Watching:
Key Events Next Week:
·
July
30–31: Federal Reserve Meeting (rate policy, inflation focus)
·
August 1:
Deadline for US trade deals
·
July
30–Aug 2: Earnings from Apple, Meta, Microsoft
·
August 2:
July Jobs Report
The market seems to be in wait-and-watch mode, with a mix of caution, curiosity, and cautious optimism driving trade today.
Investment Advisory:
Disclaimer: Stock market investments are subject to
market risks. The recent rally may reflect short-term investor sentiment rather
than strong economic fundamentals.
If you're a retail investor, it's wise to
diversify your portfolio, avoid overexposure to hype-driven sectors, and
consult with a SEBI-registered advisor. Always consider both geopolitical risk and policy uncertainty before making
investment decisions.
Visit us for more such analysis: FlipTheLoss.in
Also Read
