Jul 18, 2025

Today, I came across news regarding the Asian Experience Awards 2025 nominations, which are still open for organizations excelling in customer, brand, employee, and digital experiences in Asia. Former trader Kevin Muir discussed the influence of large volatility control funds on the stock market, warning investors to be cautious as these funds near the end of their buying spree. The U.S. debt outlook, impact of copper tariffs, and Nvidia’s milestone of reaching a $4 trillion market cap were also highlighted in the newsletter.

President Trump announced 30% tariffs on the EU and Mexico, starting on August 1st, adding to existing trade wars. U.S. inflation rebounded in June to 2.7%, impacting tariff-exposed goods and leading to price increases on consumer goods. The surge in bankruptcies among large companies in the U.S. and the 30-year Treasury yield jumping above 5% signal significant shifts in the economy and financial markets.

Insider trading activities were reported, including notable purchases in U.S. Steel and Asana, as well as a trade of the week recommendation for Replimune Group. The housing market is experiencing a shift towards more balanced negotiations between buyers and sellers, with insights shared on stock movements and market trends. Investor sentiment is conflicted, and economic indicators show signs of expansion alongside pockets of caution.

Key acquisitions, regulatory investigations, fundraising activities, and personnel changes in prominent firms were also highlighted, providing insights into the current trends and developments within the financial and investment landscape. It is essential for investors to stay informed, analyze economic indicators, monitor earnings announcements, and navigate the dynamic financial landscape effectively to make informed investment decisions.

Stay Well!