Saxo Market Call US and Japan make a deal. Tesla, Alphabet and IBM to report earnings.
Jul 23, 2025
The podcast dives into the recent US-Japan trade deal, detailing Japan's $550 billion investment in the US and its impact on Japanese markets. It also explores the much-anticipated earnings reports from major tech players like Alphabet, Tesla, and IBM, with IBM's new angle stealing the spotlight. Additionally, the discussion highlights job report discrepancies and the weakening U.S. dollar, along with potential repercussions from upcoming economic data and ECB meetings.
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US-Japan Trade Deal Impact
- The US-Japan trade deal sets a baseline tariff around 15%, reassuring markets, especially in Japan with a strong Nikkei rally.
- The deal includes significant Japanese investments in the US and auto tariff agreements, stabilizing key industries.
Tech Earnings and AI Challenges
- NVIDIA faces setbacks as a major half-trillion dollar AI investment stumbles, affecting AI hardware stocks.
- Market eyes Alphabet, Tesla, and IBM earnings, focusing on AI, new tech, and future business prospects amidst evolving tech-sector sentiment.
IBM's AI and Quantum Potential
- IBM's stable revenue hides growing interest in its AI and hybrid cloud services, especially in complex corporate cloud coordination.
- Quantum computing breakthroughs may boost speculation in IBM and related tech stocks.