Worldwide Exchange US-China Trade Talks, Tracking Fund Flows 7/25/25
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Jul 25, 2025 Samir Saman, Head of Global Equities and Real Assets at Wells Fargo, shares his insights on the current state of the stock market. He discusses the impact of Intel's struggles and corporate mergers on investor sentiment. The conversation dives into the effects of U.S.-China trade tensions and evolving economic trends, like inflation and tariffs. Saman also highlights the growing role of cryptocurrency in asset management and anticipates major company earnings, providing a comprehensive look at the intricate relationship between global market dynamics and corporate leadership.
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Trump Not Planning to Fire Powell
- President Trump said he is not looking to fire Fed Chair Jay Powell, easing investor concerns.
- Powell plans to remain data-dependent and focused on serving the American public.
Banks Enter Cryptocurrency Space
- Banks should prepare to support clients in cryptocurrency custody and management.
- Recognize crypto as a long-term asset class and develop strategies for servicing it.
Extending U.S.-China Tariff Truce
- Both the U.S. and China aim to extend their tariff truce beyond the August 12th deadline.
- Other nations are 'de-risking' by distancing from both the U.S. and China due to policy instability.