Dan Nathan and Guy Adami discuss the significant financial events of the final week of July on the RiskReversal Podcast. They cover the performance of the S&P 500 amidst 40% of its companies reporting earnings, upcoming Federal Reserve decisions, GDP data, and the jobs report. The conversation delves into the implications of a new EU-US trade deal with 15% tariffs and its potential drag on global growth. The hosts also explore the market's reaction to recent trade deals, tariff impacts on various industries, and the nuances of Nvidia's dealings with China. Additionally, they analyze Treasury Secretary Yellen's debt issuance strategy, market valuations, and various earnings reports from major tech and financial companies. The episode highlights underlying economic concerns, market reactions to earnings, and the importance of valuation metrics amidst current market enthusiasm.
Links
- Companies Welcome EU-U.S. Trade Deal as Least Bad Outcome (WSJ)
- Tariffs have netted $20 billion so far – here's where the money's coming from (Axios)
- Why Trump Just Gave China the Keys to A.I.'s Future (NYT)
- Trump and Bessent Bring New Style to Managing America’s Debt (WSJ)
- Master Investor Podcast w/ David Solomon (Website)
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