Are You Prepared For August 1
S&P 500 gains are driven by strong Q2 earnings, but current valuations require even stronger growth in the second half. Earnings and revenue growth depend on a rebound in economic activity, which I doubt due to rising tariff headwinds.
Source: seekingalpha.com
Published (UTC): 2025-07-22 15:10:14
Former Fed Chair Janet Yellen: Markets rely on the independence of the Fed
Former Treasury Secretary and former Fed Chair Janet Yellen joins 'Squawk Box' to discuss the importance of maintaining Fed independence, what the firing of Fed Chair Powell would mean for the markets, candidates for the next Fed Chair, her thoughts on Treasury Secretary Scott Bessent, state of the economy, her thoughts on crypto, and more.
Source: youtube.com
Published (UTC): 2025-07-22 15:08:56
UN chief urges tech sector to power data centers with renewables
U.N. Secretary General António Guterres on Tuesday called on tech companies to power the build out of data centers with 100% renewable energy by 2030, even as the industry turns to gas and coal-fired power plants to meet surging demand.
Source: reuters.com
Published (UTC): 2025-07-22 15:04:18
What To Watch This REIT Earnings Season
Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. REITs are "back in the doghouse" heading into the second-quarter earnings season, lagging the S&P 500 by 15 percentage points over the past quarter in hopes of imminent Fed rate cuts. In this report, we focus specifically on property-level fundamentals, previewing and forecasting REIT earnings performance based on an analysis of recent indicators across various sources.
Source: seekingalpha.com
Published (UTC): 2025-07-22 15:00:00
Nigeria partners with S&P Global for West African petroleum price index
Nigeria has partnered with S&P Global Commodity Insights to develop a regional pricing benchmark for refined petroleum products in West Africa, the country's downstream regulator said on Tuesday.
Source: reuters.com
Published (UTC): 2025-07-22 14:44:26
These charts show just how hard Trump's tariffs are hitting Europe's auto giants
U.S. President Donald Trump imposed 25% tariffs on foreign-made vehicles and car parts in early April. Trading updates from Stellantis and Renault, as well as corporate earnings from Volvo Cars, show the extent to which Trump's tariffs have started to take their toll.
Source: cnbc.com
Published (UTC): 2025-07-22 14:38:30
Fed Vice Chair for Supervision Michelle Bowman: Very important that we maintain our independence
CNBC's Leslie Picker and Federal Reserve Vice Chair for Supervision Michelle Bowman join 'Squawk Box' to discuss the Fed's large bank capital conference, regulatory and oversight reform, maintaining Fed independence, reforming the rating system, and more.
Source: youtube.com
Published (UTC): 2025-07-22 14:33:53
Defense stocks report Q2 results: Here's what to know
CNBC's Morgan Brennan joins 'Squawk Box' to break down the quarterly earnings results of defense stocks.
Source: youtube.com
Published (UTC): 2025-07-22 14:33:49
Osterweis Capital Management Q3 2025 Equity Outlook
The market marched to new highs, just two months after a violent 20% selloff in equities. Economic fundamentals remain strong, with corporate profits rising, unemployment low, and inflation still under control for the moment.
Source: seekingalpha.com
Published (UTC): 2025-07-22 14:30:00
Powell Speaks at Fed Conference on Regulation
Federal Reserve Chair Jerome Powell delivers opening remarks at the Integrated Review of the Capital Framework for Large Banks Conference at the Federal Reserve headquarters in Washington.
Source: youtube.com
Published (UTC): 2025-07-22 14:12:31
Wall Street's Most Accurate Analysts Weigh In On 3 Industrials Stocks With Over 5% Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Source: benzinga.com
Published (UTC): 2025-07-22 14:03:34
Powell Should Resign, Mohamed El-Erian Says. Here's Why.
The former Pimco CEO says such a move could protect Fed independence.
Source: barrons.com
Published (UTC): 2025-07-22 14:02:00
Trade News: Pharma Invests in U.S. to Counter Tariffs, Jeep Maker Swings to Loss
London-listed AstraZeneca, known for its treatments for cancer, diabetes, and Covid-19, will invest $50 billion in U.S. facilities.
Source: barrons.com
Published (UTC): 2025-07-22 14:01:00
Dow Jones and Nasdaq futures point lower ahead of Powell speech
US stock index futures pointed lower on Tuesday as traders took a pause for breath after a run of record highs and awaited a speech from Federal Reserve Chair Jerome Powell and the first earnings from the 'Magnificent 7' later in the week. Dow Jones and Nasdaq 100 futures were down close to 0.2%, while those for the S&P 500 dipped less than 0.1%.
Source: proactiveinvestors.com
Published (UTC): 2025-07-22 13:54:11
Dow Futures trade in red today: 5 things to know before Wall Street opens
Investors are approaching Tuesday's trading session with caution as the Dow futures slipped in early hours, a sign of nerves ahead of a busy day filled with corporate earnings and comments from the Federal Reserve that could sway expectations around interest rates.
Source: invezz.com
Published (UTC): 2025-07-22 13:40:44
This one money move guarantees you inflation-proof income in retirement
Upon retiring, cash out your 401(k) and buy a bond “ladder” of Treasury inflation-protected securities.
Source: marketwatch.com
Published (UTC): 2025-07-22 13:40:00
The Day Ahead: Markets Eye Powell and Earnings Wave Today for Direction
Earnings, Fed Chair Powell's remarks, and manufacturing data set the tone for U.S. markets today.
Source: fxempire.com
Published (UTC): 2025-07-22 13:28:09
July 2025 Commentary And Economic
Our year-end S&P Index target is 6,600 with risk to the upside due to optimism about AI implementation. We continue to be bullish on Treasury bonds, despite the recent sell-off with a 3.75% year-end yield target on the 10-year.
Source: seekingalpha.com
Published (UTC): 2025-07-22 13:20:00
Going Public With The News
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
Source: seekingalpha.com
Published (UTC): 2025-07-22 13:15:36
Top 2 Health Care Stocks You May Want To Dump This Quarter
As of July 22, 2025, two stocks in the health care sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Source: benzinga.com
Published (UTC): 2025-07-22 13:02:35