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Nigel D'Souza @Nigel__DSouza on x 248.3K followers
Created: 2025-07-16 00:54:50 UTC
📉 US Markets nervous on inflation jitters & weak big bank earnings!
@CNBCTV18Live @CNBCTV18News
Tuesday Recap: ▪️DowJones -XXXX% ▪️S&P XXX -XXX% ▪️Nasdaq +0.18% (boosted by $NVDA +4%) 🔌 Nvidia rallied as it eyes resuming China H20 GPU deliveries “soon.”
📈 Inflation fears: June CPI: +0.3% MoM / +2.7% YoY — in line, but Trump tariff fears resurface.
Fed cut expectations dip: Traders now pricing in 44bps of easing by year-end (vs 48bps pre-CPI). First cut still seen in Sept.
💼 Bank earnings: More misses than hits ▪️Wells Fargo -X% (cut NII guidance) ▪️JPMorgan -XXX% (beat on trading/IB) ▪️BlackRock -X% (revenue miss) ▪️Citi +3% (strong results)
📊 Q2 earnings outlook: S&P XXX EPS growth seen at just XXX% YoY — slowest since Q4 ‘23 (FactSet)
🔍 Coming on Wednesday 1⃣ PPI data 2⃣ Fed speakers : Richmond Fed President Thomas Barkin & Fed Governor Michael Barr 3⃣ Big earnings from Bank of America, Goldman Sachs & Morgan Stanley. Johnson & Johnson
Other Asset Classes: 💵 10Y Treasury yield eases to XXXX% 📈 Dollar Index climbs to XXXX 🛢️ Brent crude dips to $69/barrel 💰 Bitcoin cools to $XXXXXXX 🥇 Gold steady at $3,328/oz 🥈 Silver at $37.80/oz
XXXXX engagements
Related Topics nvda dip fed trump tariff tariffs donald trump gpu china