Halftime Report The Future of the Rally 7/30/25
Jul 30, 2025
Join Joe Terranova, Bryn Talkington, and Jim Lebenthal, all members of the Investment Committee, as they dive into the future of market rallies. They dissect Jim's bold move of selling Visa and whether it's a sound decision. The trio also tackles the mixed bag of tech earnings, raising questions about giants like Microsoft and Alphabet. Plus, they explore crypto trends and the shifting sentiment around stocks, revealing insightful strategies for navigating today's market landscape.
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Market's Rare Quiet Period
- The market has been unusually quiet with no 1% moves in 24 trading days, signaling a pause or rest period.
- This calm phase may break with a catalyst like the Fed decision or earnings reports.
Fed Cautious Amid Tariffs
- Fed is unlikely to cut rates today but likely to dissent due to conflicting pressures.
- Tariffs are causing economic uncertainty, making the Fed cautious about easing quickly.
Expect Possible Market Consolidation
- Market may be overbought and buyer exhaustion could lead to a 5% to 7% pullback.
- Expect a consolidation period in the coming weeks, which is normal and not disastrous.