US, GERMANY NEAR DEAL TO SEND AIR-DEFENSE SYSTEMS TO UKRAINE
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US-GERMANY DEAL INVOLVES SENDING TWO PATRIOT SYSTEMS TO KYIV
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$AAPL - MORGAN STANLEY EXPECTS A SOLID QUARTER FROM APPLE
Morgan Stanley says its estimates for Apple are rising ahead of what it expects will be a solid quarter, driven by strong iPhone, iPad, Mac sales, and favorable FX. While Apple’s guidance will likely align with expectations, clarity on tariffs, the Alphabet ruling, and AI strategy is needed for sentiment to improve. The firm keeps its Overweight rating and $235 price target ahead of Apple’s Q3 report on July 31.
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Morgan Stanley says its estimates for Apple are rising ahead of what it expects will be a solid quarter, driven by strong iPhone, iPad, Mac sales, and favorable FX. While Apple’s guidance will likely align with expectations, clarity on tariffs, the Alphabet ruling, and AI strategy is needed for sentiment to improve. The firm keeps its Overweight rating and $235 price target ahead of Apple’s Q3 report on July 31.
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BOFA: NO U.S. RECESSION OR FED RATE CUTS THIS YEAR
Bank of America expects the U.S. to avoid a recession in 2025 and sees no Fed rate cuts this year, despite market hopes. Strong consumer spending and rising goods inflation show continued resilience, the bank says, noting June retail sales beat expectations.
BofA warns against politically motivated rate cuts, arguing they could de-anchor inflation expectations and increase credit risk. Looking ahead, the bank expects a slight rise in jobless claims, stable housing data, and an 11% drop in durable goods orders on Friday.
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Bank of America expects the U.S. to avoid a recession in 2025 and sees no Fed rate cuts this year, despite market hopes. Strong consumer spending and rising goods inflation show continued resilience, the bank says, noting June retail sales beat expectations.
BofA warns against politically motivated rate cuts, arguing they could de-anchor inflation expectations and increase credit risk. Looking ahead, the bank expects a slight rise in jobless claims, stable housing data, and an 11% drop in durable goods orders on Friday.
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$TSLA - PIPER SANDLER: TESLA REGULATORY CREDIT RISKS OVERSTATED
Piper Sandler reiterated its Overweight rating and $400 price target on Tesla, saying regulatory credit concerns are overblown. While Tesla received ~$3.5B in credits last year (equal to its free cash flow), the firm expects ~$3B in 2025 and $2.3B in 2026, a modest decline. Despite U.S. plans to reduce EV incentives, Piper Sandler sees no need for major estimate changes.
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Piper Sandler reiterated its Overweight rating and $400 price target on Tesla, saying regulatory credit concerns are overblown. While Tesla received ~$3.5B in credits last year (equal to its free cash flow), the firm expects ~$3B in 2025 and $2.3B in 2026, a modest decline. Despite U.S. plans to reduce EV incentives, Piper Sandler sees no need for major estimate changes.
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$TSLA - TESLA SHARES UP 1.7% AFTER HITTING MORE THAN THREE-WEEK HIGH ON FRIDAY
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CRYPTO-LINKED STOCKS RISE AS BITCOIN ADVANCES AFTER TRUMP SIGNS STABLECOIN LAW
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U.S. JUN LEADING ECONOMIC INDICATORS -0.3%, (CONSENSUS -0.2)
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FED ADDS FOOTAGE OF VIDEO TOUR OF HEADQUARTERS RENOVATION PROJECT TO FAQ PAGE ON ITS WEBSITE
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US YIELDS EXTEND SLIDE, 10-YEAR TO 4.35%, BELOW 200-DAY AVERAGE
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RUSSIA, UKRAINE MAY HOLD TALKS JULY 24-25 IN TURKEY: TASS
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TRON FOUNDER JUSTIN SUN IS GOING TO SPACE ON BLUE ORIGIN
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WILL THE FED HINT AT A SEPTEMBER RATE CUT?
The Fed is expected to keep rates steady at its July 30 meeting, with only a 4.7% chance of a cut, according to Yardeni Research. Strong June jobs data has delayed expectations for a near-term move, but softer inflation reports could push the Fed toward signaling a possible rate cut in September.
A dovish tone next week may lift stocks, which are already gaining from stronger-than-expected Q2 earnings. Yardeni notes S&P 500 forward earnings hit a record $284.36 last week, with a year-end target of $300, and expects the index to continue reaching new highs despite valuation concerns.
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The Fed is expected to keep rates steady at its July 30 meeting, with only a 4.7% chance of a cut, according to Yardeni Research. Strong June jobs data has delayed expectations for a near-term move, but softer inflation reports could push the Fed toward signaling a possible rate cut in September.
A dovish tone next week may lift stocks, which are already gaining from stronger-than-expected Q2 earnings. Yardeni notes S&P 500 forward earnings hit a record $284.36 last week, with a year-end target of $300, and expects the index to continue reaching new highs despite valuation concerns.
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GOLD RISES ON WEAK DOLLAR, RATE CUT HOPES
Gold futures climbed 1.6% to $3,413.30, the highest since mid-June, as a weaker dollar and positive U.S. inflation data fueled rate cut optimism. Tradu's Russell Shor notes gold’s outlook will depend on the Fed’s pace of cuts and potential trade or geopolitical tensions. If cuts are delayed, gold may stall, but a dovish Fed or renewed volatility could push prices higher.
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Gold futures climbed 1.6% to $3,413.30, the highest since mid-June, as a weaker dollar and positive U.S. inflation data fueled rate cut optimism. Tradu's Russell Shor notes gold’s outlook will depend on the Fed’s pace of cuts and potential trade or geopolitical tensions. If cuts are delayed, gold may stall, but a dovish Fed or renewed volatility could push prices higher.
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POWELL HIT WITH CRIMINAL REFERRAL BY HOUSE GOP TRUMP ALLY - FOXNEWS
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REP. LUNA REFERS FED CHAIR POWELL FOR CRIMINAL CHARGES OVER PERJURY CLAIMS
Rep. Anna Paulina Luna (R-Fla.) has referred Fed Chair Jerome Powell to the DOJ, accusing him of lying under oath about renovations at the Fed’s Eccles Building. Luna alleges Powell falsely downplayed the project’s $600 million cost increase and denied luxury features like a VIP dining room and rooftop garden. Powell denies the claims and has launched a probe into the renovation costs. Perjury carries up to five years in prison. Trump allies have pushed for Powell’s removal, but Trump has said it’s “highly unlikely” he would fire him before his term ends in 2026.
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Rep. Anna Paulina Luna (R-Fla.) has referred Fed Chair Jerome Powell to the DOJ, accusing him of lying under oath about renovations at the Fed’s Eccles Building. Luna alleges Powell falsely downplayed the project’s $600 million cost increase and denied luxury features like a VIP dining room and rooftop garden. Powell denies the claims and has launched a probe into the renovation costs. Perjury carries up to five years in prison. Trump allies have pushed for Powell’s removal, but Trump has said it’s “highly unlikely” he would fire him before his term ends in 2026.
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NETHERLANDS WILL MAKE 'SUBSTANTIAL CONTRIBUTION' TO DELIVERY OF PATRIOTS TO UKRAINE - DUTCH NEWSPAPER DE TELEGRAAF
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