Analysis

Microsoft will release its earnings for the fourth quarter of the fiscal 2025 on July 30th after the market closes:- 4Q25 Earnings per share: $3.38 estimate vs. 4Q24 actual of $2.95 (+15% y/y) - 4Q25 Revenue: $73.81bn estimate vs. 4Q24 actual of $64.38bn (+15% y/y)

TradingKey - The United States is set to release its latest GDP and PCE data on 30–31 July 2025, with the Federal Reserve’s interest rate decision expected concurrently. Market consensus anticipates that the annualized real GDP growth rate for the second quarter will turn positive

EU pledges $250 bln/yr spend on U.S energy for three yearsWould require huge redirection of U.S. energy exportsAgreement not legally bindingEU companies, not the Commission or EU entities, buy energy By Kate Abnett and Arathy Somasekhar BRUSSELS/HOUSTON, July 28 (Reuters) - The European Union'...

TradingKey - On Wednesday, July 30, the Federal Reserve will announce its latest FOMC rate decision. While no rate cut is expected, this could be the most contentious and pivotal meeting of 2025 so far, with growing signs that the central bank may be nearing a policy shift.

Deal falls far short of EU ambitionsPressure grew from business to clinch dealCalls emerge for EU to diversify trade quicklyBy Mark John LONDON, July 27 (Reuters) - In the end, Europe found it lacked the leverage to pull Donald Trump's America into a trade pact on its terms and so has signed ...

Japan-US trade deal removes hurdle for rate hike by year-endBOJ seen offering less gloomy view on outlook next weekBoard may tweak risk-balance view on inflation, sources sayProspects of weak data to keep rate-hike timing uncertainOctober tankan, regional meeting key to BOJ's rate-hike timingBy ...

TradingKey - On 24 July 2025, the European Central Bank (ECB) released its decision on policy interest rates, maintaining all three key rates as anticipated, with the deposit facility rate steady at 2%.

By Jamie McGeeverORLANDO, Florida, July 24 (Reuters) - The optimism sweeping world stock markets following news of emerging and expected U.S. trade deals is undeniable and understandable. But it is also puzzling. The S&P 500, Britain's FTSE 100 and the MSCI All Country index have powered to ...

By Katrina Hamlin HONG KONG, July 24 (Reuters Breakingviews) - President Donald Trump’s auto tariff U-turn is making everyone carsick. His latest deal cuts U.S. tariffs on Japanese vehicle imports to 15% from a previous total of 27.5%, offering respite to companies that haven’t invested heavily i

By Jamie McGeeverORLANDO, Florida, July 23 (Reuters) - So much for the bond vigilantes.The U.S. bond market has been remarkably calm lately, despite fears that inflation, tariffs, eroding Fed independence, and Washington's ballooning debt load will push up Treasury yields. What explains the resi...

By Jamie McGeeverORLANDO, Florida, July 21 (Reuters) - If U.S. President Donald Trump's public attacks on Federal Reserve Chair Jerome Powell have achieved one thing, it has been to thrust the issue of central bank independence firmly into the spotlight. But this raises the question, what does &...

TradingKey - On 18 July 2025, Japan published its June inflation data, showing the headline Consumer Price Index (CPI) rising 3.3% year-on-year, a 0.2 percentage point drop from May’s figure.

ORLANDO, Florida, July 17 (Reuters) - Whether Federal Reserve Chair Jerome Powell is fired next week, forced to resign in six months or allowed to muddle through to the end of his term next May, the supposedly sacrosanct notion of Fed independence has already been shattered.

LONDON, July 17 (Reuters Breakingviews) - Outside the U.S. Department of the Treasury in Washington, D.C. stands an imperious-looking statue honouring the institution’s longest-serving secretary.

ORLANDO, Florida, July 16 (Reuters) - While almost no one thinks Donald Trump's verbal attacks on Federal Reserve Chair Jerome Powell are a positive development, they have electrified the debate about whether the U.S. president is right that interest rates are too high.

TradingKey - On 15 July 2025, China released its Q2 GDP data, revealing a year-on-year real GDP growth rate of 5.2%, surpassing market expectations of 5.1% and exceeding the annual growth target of 5%.

BEIJING, July 16 (Reuters) - Chinese state firm employee Zhang Jinming makes up for a 24% cut to his salary by delivering food for three hours every night after work and on weekends - and hopes he can avoid awkward encounters with colleagues.

WASHINGTON, July 14 (Reuters Breakingviews) - Gold-fringed real estate magnate Donald Trump is attacking someone else over a costly renovation. Improbably, it might be the most immediate threat to the Federal Reserve’s independence.

TradingKey - On Tuesday, July 15, the U.S. Bureau of Labor Statistics will release the June 2025 Consumer Price Index (CPI). After four consecutive months of inflation coming in below expectations, Wall Street is now bracing for a potential upside surprise — with tariffs finally starting to show up

TradingKey - On 3 July 2025, the U.S. House of Representatives passed the One Big Beautiful Bill Act, which was signed into law by President Trump the following day. In the short term, the Act—particularly its tax reduction provisions—is expected to provide a boost to the U.S. economy.