

US-Japan Trade Deal, ECB Decision Preview, and Oil Inventory Drop: PALvatar Market Recap, July 23 2025
Jul 23, 2025
A significant US-Japan trade deal has traders buzzing, promising tariff cuts and a colossal $550 billion investment, which has sent the auto sector's stocks soaring. The podcast also previews the ECB's impending rate decision, along with key upcoming economic data from the US and Europe. Furthermore, it highlights a sharp drop in US crude oil inventories, with diesel stockpiles at multi-decade lows. Stay informed on these pivotal market trends and insights!
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US-Japan Trade Deal Sparks Market Rally
- The US-Japan trade deal slashes tariffs from 25% to 15%, sparking strong equity rallies.
- Japan commits $550 billion investment and increased American agricultural purchases, boosting investor optimism.
Auto Stocks Lead Gains
- Automakers Toyota and Honda surged by 13% and 11%, respectively, benefiting most from the trade deal.
- This deal raises hopes for expanded negotiations with the EU and other trading partners.
ECB Steady Ahead of Key Data
- The ECB is expected to hold interest rates steady due to stable inflation near target.
- Upcoming data includes European consumer confidence, US existing home sales, and global PMI readings.