

Daybreak Weekend: Fed Decision, Scotland Trip, China PMI
Jul 25, 2025
Delve into the financial world as the Federal Reserve's interest rate decision looms, impacting markets and tech earnings. Discover the implications of President Trump's trip to Scotland and its relevance to trade discussions. Explore how Google's search advertising flourishes amid AI competition and the challenges faced by Apple. Gain insights into China's economic landscape with anticipations of PMI data revealing trends in manufacturing and consumer spending, amidst ongoing geopolitical tensions shaping trade dynamics.
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Fed's Cautious Rate Strategy
- The Federal Reserve is expected to keep interest rates steady due to uncertain economic impacts from upcoming tariffs.
- Market data suggests rate cuts might not occur until October, reflecting caution amid inflation and economic resilience.
AI Boosts Google Search Growth
- Alphabet's impressive search growth showcases effective AI integration boosting queries and ad monetization.
- Meta faces pressure to match Google's growth amid increasing CapEx expenses impacting free cash flow.
Scottish Views on Trump
- President Trump’s 2018 Scotland visit drew protests largely due to his personality and politics.
- Scots favor understated leaders and tend to support the underdog rather than showmen like Trump.