About this episode
The August 2, 2025, Pre-Market Briefing Weekly Recap highlights the week’s 2.1% S&P 500 and 2.4% Nasdaq gains, fueled by strong Q2 earnings from Meta, ExxonMobil, and Humana, though Intel and Procter & Gamble lagged. It covers macroeconomic strength, with 2.8% Q2 GDP growth, 2.5% PCE inflation, and steady 175K July jobs, alongside a Fed decision signaling a likely September rate cut. The episode notes the EU-U.S. tariff deal’s 15% cap boosting autos, U.S.-China trade talk progress lifting commodities, and Bitcoin’s $100,000 rally on regulatory optimism. It previews the weekend’s geopolitical risks and next week’s earnings from Disney and Walmart, plus CPI and retail sales data, to guide trading strategies.
