US Stocks Likely To Open Higher Despite Trump Administration's 'Hard Deadline' Warning For Tariffs — Verizon, Domino's Pizza Earnings In Focus
U.S. Stock Market Update: U.S. stock futures showed positive movement on Monday following a mixed performance last Friday, with major indices like the Dow Jones and S&P 500 experiencing slight declines while the Nasdaq Composite rose. Investors are anticipating significant earnings reports from companies such as Tesla and Alphabet this week.
Economic Indicators and Fed Outlook: The Commerce Secretary emphasized August 1 as a deadline for tariffs but indicated willingness to negotiate beyond that date. Additionally, economic data revealed a rise in consumer sentiment and stable inflation expectations, leading analysts to suggest a high likelihood of the Federal Reserve maintaining current interest rates in its upcoming meeting.
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9 Robust Dividend Stocks as the Market Shifts Towards 'Tangible Assets'
- Investment Opportunities: The current market conditions favor dividend stocks, providing opportunities for income-seeking investors.
- Strategies for Investors: There are various strategies available for investors to capitalize on the potential growth of dividend stocks.
International Stocks Outperform U.S. Markets: Is It Time to Increase Your Overseas Investments?
U.S. Stock Performance: The S&P 500 has had a challenging year, remaining flat due to high valuations, concentration in certain indices, and a weaker dollar.
Foreign Equities Outperforming: The iShares MSCI ACWI ex U.S. ETF has outperformed the State Street SPDR S&P 500 ETF Trust by eight percentage points in 2025 and continues to lead by over seven points this year.
Shift in Market Dynamics: This marks a significant shift after nearly two decades of U.S. stock market dominance, raising questions about the sustainability of this trend.
Investment Professionals' Perspectives: Investment professionals are being surveyed on whether they will continue to allocate more resources to foreign markets amidst these changes.
Hassett Criticizes NY Fed Study Claiming Americans Bear 90% of Trump's Tariffs, Labels It an 'Embarrassment': Report
Impact of Tariff Policies: The NEC Director stated that the Trump administration's tariff policies had minimal effect on prices while improving the standard of living for Americans, with inflation decreasing over time.
Criticism of NY Fed Paper: Kevin Hassett criticized a recent paper from the New York Federal Reserve, labeling it as an embarrassment and suggesting it presented a partisan analysis regarding the economic burden of tariffs.
Economic Burden Distribution: The NY Fed paper indicated that approximately 94% of the economic burden from tariffs is borne by U.S. companies and consumers, with exporters absorbing slightly more of the burden.
Current Market Trends: As of the time of writing, U.S. equities showed gains, with various ETFs tracking the S&P 500 and Dow Jones Industrial Average experiencing increases, reflecting positive retail sentiment.
Trump Announces Launch of $550 Billion Trade Agreement with Japan, Credits Tariffs for Its Success
Trump's Announcement: President Donald Trump announced a significant trade deal with Japan aimed at revitalizing the American industrial base, creating jobs, and enhancing national and economic security.
Energy Projects: U.S. Commerce Secretary Howards Lutnick highlighted upcoming energy projects, including a natural gas generation facility in Ohio expected to produce 9.2 gigawatts of power and a deepwater crude oil export facility in the Gulf of America projected to generate $20 to $30 billion annually.
Investment Commitment: Japan has committed $550 billion for investments across three projects in the U.S., focusing on oil and gas development in Texas, power generation in Ohio, and critical minerals in Georgia.
Economic Impact: The projects are expected to strengthen U.S. manufacturing, reduce dependence on foreign supplies, and create thousands of high-quality American jobs, contributing to a brighter economic future for the country.
Fed's Barr Indicates Rate Cuts Will Be Delayed Until Goods Inflation Shows Clear Improvement: Report
Federal Reserve's Interest Rate Policy: Michael Barr, the Federal Reserve Governor, emphasized the need for stable interest rates until there is clear evidence of sustainable goods price inflation, suggesting a cautious approach to any future rate reductions.
Labor Market Vulnerabilities: Despite stabilization in the labor market, Barr noted its ongoing vulnerability to shocks, indicating that hiring remains in a delicate balance and that the impact of AI on employment levels is still uncertain.
AI's Influence on Economic Policy: Barr acknowledged that the adoption of AI could affect Federal Reserve policy decisions, with potential implications for lowering policy rates, although he cautioned against immediate changes without assessing economic conditions.
Market Reactions: U.S. equities showed mixed performance, with the S&P 500 ETF slightly up while tech-heavy indices declined, reflecting varied investor sentiment amid ongoing economic discussions and market dynamics.
Jamieson Greer Reports That Trump’s Tariffs on Steel and Aluminum Will Remain in Effect
U.S. Steel and Aluminum Tariffs: The U.S. Trade Representative indicated that compliance requirements may lead to tariff adjustments on steel and aluminum, while tariffs imposed by the Trump administration will remain in place.
Increased Steel Production: The U.S. shipped 300 million metric tons more steel in 2025 compared to the previous year, surpassing Japan in steel production.
Recent Trade Agreements: The U.S. signed new trade agreements with Taiwan, Bangladesh, and Guatemala, highlighting a focus on expanding trade relations.
Market Impact and Sentiment: Despite potential tariff recalibrations, the market remains stable, with mixed performance in various ETFs tracking major indices.
9 Robust Dividend Stocks as the Market Shifts Towards 'Tangible Assets'
- Investment Opportunities: The current market conditions favor dividend stocks, providing opportunities for income-seeking investors.
- Strategies for Investors: There are various strategies available for investors to capitalize on the potential growth of dividend stocks.
International Stocks Outperform U.S. Markets: Is It Time to Increase Your Overseas Investments?
U.S. Stock Performance: The S&P 500 has had a challenging year, remaining flat due to high valuations, concentration in certain indices, and a weaker dollar.
Foreign Equities Outperforming: The iShares MSCI ACWI ex U.S. ETF has outperformed the State Street SPDR S&P 500 ETF Trust by eight percentage points in 2025 and continues to lead by over seven points this year.
Shift in Market Dynamics: This marks a significant shift after nearly two decades of U.S. stock market dominance, raising questions about the sustainability of this trend.
Investment Professionals' Perspectives: Investment professionals are being surveyed on whether they will continue to allocate more resources to foreign markets amidst these changes.
Hassett Criticizes NY Fed Study Claiming Americans Bear 90% of Trump's Tariffs, Labels It an 'Embarrassment': Report
Impact of Tariff Policies: The NEC Director stated that the Trump administration's tariff policies had minimal effect on prices while improving the standard of living for Americans, with inflation decreasing over time.
Criticism of NY Fed Paper: Kevin Hassett criticized a recent paper from the New York Federal Reserve, labeling it as an embarrassment and suggesting it presented a partisan analysis regarding the economic burden of tariffs.
Economic Burden Distribution: The NY Fed paper indicated that approximately 94% of the economic burden from tariffs is borne by U.S. companies and consumers, with exporters absorbing slightly more of the burden.
Current Market Trends: As of the time of writing, U.S. equities showed gains, with various ETFs tracking the S&P 500 and Dow Jones Industrial Average experiencing increases, reflecting positive retail sentiment.
Trump Announces Launch of $550 Billion Trade Agreement with Japan, Credits Tariffs for Its Success
Trump's Announcement: President Donald Trump announced a significant trade deal with Japan aimed at revitalizing the American industrial base, creating jobs, and enhancing national and economic security.
Energy Projects: U.S. Commerce Secretary Howards Lutnick highlighted upcoming energy projects, including a natural gas generation facility in Ohio expected to produce 9.2 gigawatts of power and a deepwater crude oil export facility in the Gulf of America projected to generate $20 to $30 billion annually.
Investment Commitment: Japan has committed $550 billion for investments across three projects in the U.S., focusing on oil and gas development in Texas, power generation in Ohio, and critical minerals in Georgia.
Economic Impact: The projects are expected to strengthen U.S. manufacturing, reduce dependence on foreign supplies, and create thousands of high-quality American jobs, contributing to a brighter economic future for the country.
Fed's Barr Indicates Rate Cuts Will Be Delayed Until Goods Inflation Shows Clear Improvement: Report
Federal Reserve's Interest Rate Policy: Michael Barr, the Federal Reserve Governor, emphasized the need for stable interest rates until there is clear evidence of sustainable goods price inflation, suggesting a cautious approach to any future rate reductions.
Labor Market Vulnerabilities: Despite stabilization in the labor market, Barr noted its ongoing vulnerability to shocks, indicating that hiring remains in a delicate balance and that the impact of AI on employment levels is still uncertain.
AI's Influence on Economic Policy: Barr acknowledged that the adoption of AI could affect Federal Reserve policy decisions, with potential implications for lowering policy rates, although he cautioned against immediate changes without assessing economic conditions.
Market Reactions: U.S. equities showed mixed performance, with the S&P 500 ETF slightly up while tech-heavy indices declined, reflecting varied investor sentiment amid ongoing economic discussions and market dynamics.
Jamieson Greer Reports That Trump’s Tariffs on Steel and Aluminum Will Remain in Effect
U.S. Steel and Aluminum Tariffs: The U.S. Trade Representative indicated that compliance requirements may lead to tariff adjustments on steel and aluminum, while tariffs imposed by the Trump administration will remain in place.
Increased Steel Production: The U.S. shipped 300 million metric tons more steel in 2025 compared to the previous year, surpassing Japan in steel production.
Recent Trade Agreements: The U.S. signed new trade agreements with Taiwan, Bangladesh, and Guatemala, highlighting a focus on expanding trade relations.
Market Impact and Sentiment: Despite potential tariff recalibrations, the market remains stable, with mixed performance in various ETFs tracking major indices.
