🔮 Nightly 
SPY / 
SPX Scenarios for July 25, 2025 🔮
🌍 Market‑Moving News 🌍
🏔️ Copper Market Flashpoint
Following President Trump’s announcement of steep copper tariffs (15–50% range), U.S. copper futures surged, then sharply reversed. Inventory arbitrage between CME and LME markets surged, distorting pricing dynamics and triggering concern over metal market stability.
🇪🇺 EU–China Summit Signals Trade Reset
EU leaders concluded their 25th summit with China, fostering deeper economic and strategic ties. Observers expect follow-up on mutual trade agreements, particularly regarding tech and sustainability sectors.
🌍 EM Equity Rally Consolidates Gains
Emerging markets continue to outperform global equities in 2025—with MSCI EM up ~18% vs. S&P 500. Analysts highlight strong opportunities in AI/fintech stocks in China and Latin America, suggesting further rotations out of U.S. markets.
📊 Key Data Releases & Events 📊
📅 Friday, July 25:
8:30 AM ET – Durable Goods Orders (June):
Forecast shows a sharp drop (~–10%), following a ~16% gain in May—signaling possible cooling in business-related equipment purchases.
10:00 AM ET – U.S. Imports of Steel Products (June):
Trade-data release monitoring steel flows amid evolving tariff frameworks.
All Day – Corporate Earnings Reports:
Companies such as First Financial Bancorp (FFBC), HCA, AON, Charter, and others report earnings. Outlooks may influence small- to mid-cap sentiment.
⚠️ Disclaimer:
This report is for educational and informational purposes only—not financial advice. Always consult a licensed financial advisor before making investment decisions.
📌 #trading #stockmarket #economy #data #earnings #commodities #EM #technicalanalysis
SPY / SPX Scenarios for July 25, 2025 🔮🌍 Market‑Moving News 🌍
🏔️ Copper Market Flashpoint
Following President Trump’s announcement of steep copper tariffs (15–50% range), U.S. copper futures surged, then sharply reversed. Inventory arbitrage between CME and LME markets surged, distorting pricing dynamics and triggering concern over metal market stability.
🇪🇺 EU–China Summit Signals Trade Reset
EU leaders concluded their 25th summit with China, fostering deeper economic and strategic ties. Observers expect follow-up on mutual trade agreements, particularly regarding tech and sustainability sectors.
🌍 EM Equity Rally Consolidates Gains
Emerging markets continue to outperform global equities in 2025—with MSCI EM up ~18% vs. S&P 500. Analysts highlight strong opportunities in AI/fintech stocks in China and Latin America, suggesting further rotations out of U.S. markets.
📊 Key Data Releases & Events 📊
📅 Friday, July 25:
8:30 AM ET – Durable Goods Orders (June):
Forecast shows a sharp drop (~–10%), following a ~16% gain in May—signaling possible cooling in business-related equipment purchases.
10:00 AM ET – U.S. Imports of Steel Products (June):
Trade-data release monitoring steel flows amid evolving tariff frameworks.
All Day – Corporate Earnings Reports:
Companies such as First Financial Bancorp (FFBC), HCA, AON, Charter, and others report earnings. Outlooks may influence small- to mid-cap sentiment.
⚠️ Disclaimer:
This report is for educational and informational purposes only—not financial advice. Always consult a licensed financial advisor before making investment decisions.
📌 #trading #stockmarket #economy #data #earnings #commodities #EM #technicalanalysis
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Disclaimer
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.