August 2, 2025
Markets
Markets
Investors go risk-off amid concerning US macro data, continued trade tensions, and a US-Russia escalation

Investors go risk-off amid concerning US macro data, continued trade tensions, and a US-Russia escalation
New US trade deals with the EU and Japan, steady interest rates, and diverging earnings reports from Alphabet and Tesla
The US overtakes Europe, Japan and China continue to rally, and the dollar continues to slide
A positive inflation surprise, a strong start to earnings season, and a big week for crypto regulation
Altcoins surge, US, Canada, and China stocks hit new highs, and the dollar rebounds
$4 trillion Nvidia, tariffs on the EU, Canada, and Mexico, a divided Fed, and a contracting UK economy