🔮 Nightly 
SPY / 
SPX Scenarios for July 11, 2025 🔮
🌍 Market-Moving News 🌍
🏦 Strong Bank Earnings Amid Tariff Churn
Next week’s Q2 forecasts point to robust earnings from U.S. banks—JPMorgan, Citi, Bank of America, Goldman Sachs, Morgan Stanley, and Wells Fargo—as trading and investment-banking revenue recover, offsetting uncertainties from ongoing tariffs
💬 Dimon Flags Fed Risk Pricing
JPMorgan’s Jamie Dimon cautioned that markets may be underestimating upside in interest rates. He sees a 40–50% probability of higher U.S. rates, driven by inflation from tariffs, migration, and fiscal deficits
⚖️ Tariff “Scattergun” Sparks Sector Disconnect
Trump’s plans to levy up to 200% tariffs on pharma and 50% on copper triggered uneven market reactions—copper prices rose 30% in six months, while European drugmakers remain flat, highlighting divergent sector sensitivities
📉 Tech & Macro Still Bullish
Despite policy turbulence, Nvidia climbed back above a $4 trillion valuation, and JPMorgan projects a $500 billion inflow into equities in H2—supporting gains even as broader macro pressures linger
📊 Key Data & Events
📅 Friday, July 11:
(No major U.S. economic data scheduled)
Markets will focus on bank earnings previews, tariff headlines, and the hold of the tech rally into a thin summer trading week.
⚠️ Disclaimer:
This information is for educational and informational purposes only and should not be construed as financial advice. Always consult a licensed financial advisor before making investment decisions.
📌 #trading #stockmarket #economy #tariffs #banks #tech #Fed #investing
SPY / SPX Scenarios for July 11, 2025 🔮🌍 Market-Moving News 🌍
🏦 Strong Bank Earnings Amid Tariff Churn
Next week’s Q2 forecasts point to robust earnings from U.S. banks—JPMorgan, Citi, Bank of America, Goldman Sachs, Morgan Stanley, and Wells Fargo—as trading and investment-banking revenue recover, offsetting uncertainties from ongoing tariffs
💬 Dimon Flags Fed Risk Pricing
JPMorgan’s Jamie Dimon cautioned that markets may be underestimating upside in interest rates. He sees a 40–50% probability of higher U.S. rates, driven by inflation from tariffs, migration, and fiscal deficits
⚖️ Tariff “Scattergun” Sparks Sector Disconnect
Trump’s plans to levy up to 200% tariffs on pharma and 50% on copper triggered uneven market reactions—copper prices rose 30% in six months, while European drugmakers remain flat, highlighting divergent sector sensitivities
📉 Tech & Macro Still Bullish
Despite policy turbulence, Nvidia climbed back above a $4 trillion valuation, and JPMorgan projects a $500 billion inflow into equities in H2—supporting gains even as broader macro pressures linger
📊 Key Data & Events
📅 Friday, July 11:
(No major U.S. economic data scheduled)
Markets will focus on bank earnings previews, tariff headlines, and the hold of the tech rally into a thin summer trading week.
⚠️ Disclaimer:
This information is for educational and informational purposes only and should not be construed as financial advice. Always consult a licensed financial advisor before making investment decisions.
📌 #trading #stockmarket #economy #tariffs #banks #tech #Fed #investing
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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.
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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.