Market Report- July 2025

Market and Politics Report- Mid-July 2025 

A closer look at the U.S. economic recovery and what comes ...

The busy and prosperous month of July is now more than halfway done. Let's recap some of the latest developments (not in chronological order) throughout the first half of the month. 

Trump signs controversial spending bill during White House 4th of July celebrations - ABC News

On July 4, President Trump signed the "One Big Beautiful Bill" into law. This bill ensures that Americans will experience a tax cut while also streamlining Medicaid and other government services. These elements of the bill will ensure economic success and prosperity, alongside proper monetary policy stemming from the Fed. The bill also allocates funds to ICE and for border security, to ensure that legal immigration and the law are upheld to the highest degree.

Trump announces 30% tariffs on EU, Mexico starting August 1

On July 7, President Trump extended the July 9 deadline for certain tariffs on specific nations to August 1 via an executive order. This comes amid great success in markets, with indexes such as the S&P and the Dow at all-time highs. These successes in markets likely pushed President Trump to extend this tariff deadline, with the hopes of keeping markets and the economy on track while enforcing his "America First" foreign policy.

Inside the Consumer Price Index: July 2024 | ETF Trends

On July 15, the Fed released the CPI data for June. The price rose 2.7% from last year to this year, with the core CPI at 2.9%. This signals a 0.3% increase from June, which is likely the result of tariffs implemented a few months ago, sparking concern among some economists about the state of the economy. On the other hand, some, including President Trump, view the situation as a time to lower interest rates. Since Fed Chair Jerome Powell has refused to do so, Trump is considering firing him, and has even drafted a letter to send to Powell. We will continue to monitor this situation closely to track its progression.

The key developments in the international political economy since the end of the Second World War

Well, that is the first half of July for you. See you again in a month!


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