Market Summary & Our Perspective - 7.14.25

Daily Summary

Today, investors waited for the highly anticipated release of the June Consumer Price Index, which is set to release July 15, at 8:30AM EST. Wall Street has been waiting to see the effect of recently implemented tariffs on the consumer, and the CPI will be a telling indicator of the true impact. This all comes as the markets have still not fully regained their initial early year dominance after the tariff announcements in April. Aside from the release of the CPI and the impact of tariffs, investors wait for a big week in Q2 earnings season. JP Morgan Chase, Goldman Sachs, Morgan Stanley, Citigroup, and other prominent Wall Street banks will be releasing earnings this week. Overall, the market was slightly up today, with many waiting for news about tariffs, inflation, and earnings.

Our Perspective

At the moment we see lots of potential in the Q2 earnings for the banks set to release their reports this week. With M&A and IPO’s beginning to pick up again we expect a large increase in revenues in these Q2 reports, and this should open various investment opportunities in these firms. Additionally, the June CPI should be a telling indicator in terms of where we are headed as an economy, with worries about the impact of tariffs coming to light with the release tomorrow morning. Overall, our outlook on the markets is slightly bearish, with the negative impacts of tariffs still yet to be fully recognized.

*The views expressed in this article are for informational and analytical purposes only and do not constitute financial advice. All opinions reflect current market interpretations and are subject to change based on new developments. Quantovate AI is not a registered investment advisor. Please conduct your own research or consult with a financial professional before making investment decisions.