To The Moon

Week In Review.

As we look into the new week of July 21 - 25, 2025 a recap of last week is necessary, to assess whether there will be continuity into this week.

On Fri, 18 Jul 2025 US trading session was notably subdued as markets digested: (see below)

1. “Strong” corporate earnings.

2. Monitored political and tariff developments.

3. Took a breather after a string of record closes.

For the week:

• DJIA: -0.01% (-3.96 to 44,342.19).

• S&P 500: +0.67% (+41.64 to 6,296.79).

• Nasdaq: +1.47% (+303.09 to 20,895.66).

Equities and bonds posted only slight moves, US dollar softened and commodity prices were little changed.

Headlines news and economic data releases earlier in the week continued to support “optimism” for the US economy.

However, Friday itself brought little market-moving news, resulting in light trading and cautious positioning into the weekend.

Week of Magnificent 7.

As earnings season enters its 2nd week, everyone will be watching the "Magnificent 7" with Alphabet and Tesla among the first megacaps to report.

Apart from that, I am keen to find out performances of:

• Veteran defense stocks - Lockheed & Northrop.

• Energy stock- Total energies.

• Semiconductors - NXP & Intel.

• Autos - General motors.

Earnings Report schedule is as follows:

• Mon, 21 July - Verizon Communication (VZ), NXP semiconductors N.V. (NXPI), Domino's Pizza Inc (DPZ)

• Tue, 22 July - Coca-Cola (KO), Lockheed Martin (LMT). Northrop Grumman (NOC), General Motors (GM).

• Wed, 23 July - $Alphabet(GOOG)$, $Tesla Motors(TSLA)$, International Business Machines Corp (IBM),

• Thu, 24 July - Total Energies SE (TTE), $Intel(INTC)$.

• Fri, 25 July - No ‘significant’ companies reporting.

Buffett started buying DPZ in July 2024

**Included Domino’s Pizza because Mr Buffett has bought 2.62 million shares of DPZ at an average price of $437. (see above)

Economic Reports.

No ‘significant’ US economic reports will be out this week, except for:

• Mon, 21 July - Leading indicator MoM June 2025 report: -0.3% forecast vs May 2025’s -0.1%.

• Wed, 23 July - Existing home sales report (seasonally adjusted annual rate): 4,055K estimates vs May 2024’s 4,030K.

• Thu, 24 July - (i) US weekly & continuous jobless claims, (ii) S&P flash US manufacturing PMI.

Fed Chair Powell’s opening speech.

More interesting than this week’s US economic reports is Fed chair Powell’s appearance on 22 Jul 2025 at the “Integrated Review of the Capital Framework for Large Banks Conference.”

He will be delivering the opening remarks in the morning.

Everyone will be listening closely, especially for any hints about a possible US interest rate cut.

US Trade Deals.

With 11 days left before 01 Aug 2025 arrives, Wall Street is looking ahead to the 01 Aug 202 tariff-pause expiration and related drama.

Will there be another TACO moment as everyone waits with abated breath?

Market consensus on US trade deals on the week of July 21–25, is generally optimistic but cautious.

After a volatile Spring, most investors believe the US will secure enough trade deals to avoid the harshest new tariffs, which has helped drive stock markets (S&P 500 & Nasdaq) to record highs in July 2025.

Recent deals with countries such as Vietnam (20%), Indonesia (19%) UK (10%), and China (34%), have eased fears.

It also set expectations that further agreements will keep average US tariffs in the 10–15% range significantly lower than feared earlier in April 2025.

Remaining Risks.

US trade negotiations with major partners (the EU, Japan and South Korea) remain incomplete.

Any failure or tough tariff announcements by 01 Aug 2025 deadline, could quickly:

• Unsettle global markets, all over again.

• Potentially causing a drop in stocks.

• Widen credit spreads, less stable bond markets, and a weaker US dollar.

Of the top 20 countries that US import (most) from, only 4 countries (20%) have a trade deal with the US. Both Singapore & China have not signed the trade deal yet. UK has an agreed framework.

In short, trade deals / tariffs tension is far from over. In fact, it is a ticking time bomb that might explode in our faces again.. tick tok tick tok….

Remember to check out my other posts. (See below). Help to Repost ok, Thanks.

Must Read: Click on below titles to access. Repost to share, Like as encouragement ok. Thanks.

• June CPI & Bank earnings shifts US Market ? Mon, 21 July. Picked post.

• AAPL pushed $MP to $62 Intraday. OMG ! Fri, 18 July. Picked post.

• INTC bet on UMC and not TSM. Should U ? Fri, 18 July. Picked post.

• Do you think US 3 composite indexes will continue to rise higher this week ?

• Do you think Google and/or Tesla will be able to pull US market higher on Thursday ?

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