

US-EU Tariff Deal, Fed Rate Watch, and China’s Industrial Struggles: PALvatar Market Recap, July 28 2025
Jul 28, 2025
The podcast dives into the newly announced US-EU trade agreement, easing tariff tensions and boosting market confidence. It explores the implications of upcoming economic data like Q2 GDP and inflation ahead of a crucial Fed decision. China's industrial sector struggles are highlighted, reporting a decline in profits, raising global deflation fears and affecting oil prices. These macroeconomic shifts are essential for traders and investors looking to stay ahead in the rapidly changing market landscape.
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US-EU Tariff Deal Eases Trade Tensions
- The US-EU trade deal lowers tariffs to 15%, easing previous fears of 30% rates.
- This reduces trade tensions, boosting market sentiment and S&P 500 futures gains.
Key Economic Data and Fed Decision Week
- Markets await crucial Q2 GDP and PCE inflation data this week.
- The Federal Reserve's Wednesday decision on interest rates will shape investor behavior significantly.
China's Industrial Profits Drop
- China's industrial sector profits declined 1.8% year-over-year amid global tariff pressures.
- This signals growing global deflation risks and has pushed oil prices higher.