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![ACFER01 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2304645636.png) ACF Equity Research [@ACFER01](/creator/twitter/ACFER01) on x 2024 followers
Created: 2025-07-15 16:15:29 UTC

ACFMarketWrap: Tariffs loom, inflation mixed, and earnings drive the tape. Core US CPI eased slightly to XXX% vs. X% exp, but sticky headline and tariff fears keep the Fed on hold. $JPM, $WFC slid on 2Q25 misses, while $C outperformed. $NVDA +4% as US eases CN export rules.
In the UK, trending tickers were $LLOY.L, $VOD.L, $BP.L, $BARC.L, $TSCO.L. Meanwhile $BTRW.L dragged the FTSE XXX (-0.59%) on weak updates. Discounter $BME.L -XXX% on margin worries. Bright spots: $WPP.L +3.2% on M&A chatter, $GSK.L firmed on Blenrep hopes, and $EXPN.L +5.2% after strong results. NASDAQ +0.56%, $WTI ~$66.7/bbl
Next in focus: Fed & BoE speeches, US API. ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it

![](https://pbs.twimg.com/amplify_video_thumb/1945155120078987268/img/VF2ja5e4fzWMKIoh.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945155265772356062/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[jpm](/topic/jpm)
[$btrwl](/topic/$btrwl)
[$tscol](/topic/$tscol)
[$barcl](/topic/$barcl)
[$bpl](/topic/$bpl)
[$vodl](/topic/$vodl)
[$lloyl](/topic/$lloyl)

[Post Link](https://x.com/ACFER01/status/1945155265772356062)