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![WilsonAssetMgmt Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3962636300.png) Wilson Asset Management [@WilsonAssetMgmt](/creator/twitter/WilsonAssetMgmt) on x 2751 followers
Created: 2025-07-22 06:37:10 UTC

The Weekly 

U.S. inflation remained subdued in June, while equities in the U.S. and Australia reached new highs. In Australia, rising unemployment has lifted the likelihood of an RBA rate cut in August. Meanwhile, trade tensions and resource dynamics, such as China’s rare earth restrictions, are reshaping global supply chains.

Highlights include:
- ASX XXX up XXX% and Small Ords up XXX%
- U.S. S&P XXX hits new highs on strong earnings
- Rare earth plays like $ILU and $LYC surge
- $HUB reports XX% YoY growth in FUA
- $SNPS Ansys acquisition clears final approval
- Quantem progresses energy efficiency upgrades

We’re positioning our investment portfolios for resilience and opportunity as we enter the second half of 2025.

Stay informed with our latest insights.



XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947546443126083716/c:line.svg)

**Related Topics**
[fed rate](/topic/fed-rate)
[australia](/topic/australia)
[stocks](/topic/stocks)
[inflation](/topic/inflation)
[asset management](/topic/asset-management)

[Post Link](https://x.com/WilsonAssetMgmt/status/1947546443126083716)