Closing Bell Closing Bell: 7/14/25
Jul 14, 2025
Dan Greenhouse, from Sol's Alternative Asset Management, provides keen insights on market trends, tariffs, and the impending earnings season. Stephanie Link, a high-tier advisor and CNBC contributor, shares her expertise on housing, earnings, and the recent CPI report. Together, they delve into how tariff concerns are reshaping market sentiment and the significance of dividend trends versus buybacks as the earnings reports roll in. They also discuss potential strategies for navigating the evolving economic landscape.
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Market's Cautious Pause on Tariffs
- The market is cautious but not complacent about tariff threats and earnings season.
- After a historic 26% rally post-tariffs, some pause is expected as uncertainty remains around tariff details.
CPI Impact on Fed Rate Cuts
- If CPI inflation remains around 0.2-0.3%, a September Fed rate cut becomes probable.
- Tariffs may act as a tax rather than inflation, justifying potential Fed rate reductions despite price pressures.
Bank Earnings and Housing Outlook
- Watch bank earnings for signs of loan growth and deregulation impacts.
- Housing stocks may rebound strongly on even one Fed rate cut due to pent-up demand and shortage of homes.