The U.S. market is navigating political uncertainty and corporate earnings challenges. Concerns about political interference in monetary policy, especially regarding Fed Chair Jerome Powell's position, could create volatility. Trade policy developments leading up to the August 1st deadline may also affect market stability. The second-quarter earnings season began positively with major banks, but investor focus is on how firms will manage tariff impacts. Earnings growth is projected to slow, with notable companies like General Electric, Netflix, Apple, Meta, and Alphabet poised to report.
Any formal move against Fed Chair Powell could fuel significant volatility across global markets, impacting Treasury yields, the dollar and broader financial stability.
The market could also remain exposed to any developments in US trade policy as the deadline of August 1st approaches.
Meanwhile, the second-quarter earnings season started with strong results from major banks setting an optimistic tone, despite concerns over persistent cost pressures and trade uncertainties.
Heavyweight firms such as General Electric and Netflix are preparing to release their earnings today and others like Apple, Meta or Alphabet are expected later this month.
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