Market and Politics Report- End-July 2025

 

Market and Politics Report- End-July 2025 

In this article, we will discuss the second half of July. From AI developments to developments in the market, the end of July was packed with info you do not want to miss.

US-EU trade deal wards off disastrous escalation but will raise prices and slow growth | AP News

Through July, starting in the second half of the month, several key trade deals were finalized. Deals were made with the EU, Japan, South Korea, Indonesia, and Singapore. These trade deals were made in response to Trump's extension of the tariff deadline (from July 1 to August 1), announced on July 9. Basic details for each trade deal include lower tariffs for both parties, increased market access in foreign markets for the US, and an assertion of the American First foreign policy doctrine. All of these elements of the trade deals bolster the global economy, and allow the US to experience fair trade for the first time in nearly half a century.

ChatGPT Glossary: 53 AI Terms Everyone Should Know - CNET

On July 23, the Trump Administration announced its AI Action Plan, an outline for the future of the US's AI development, aimed at achieving global dominance in AI through innovative mindsets and infrastructure. This announcement was followed by Trump speaking at the AI+ Science Summit, trying to boost enthusiasm in US AI development and programs. Eventually, as mentioned earlier, it is for the US to surpass China in AI entirely and become the sole leader in AI, as stated in Trump's remarks.

860,600+ Stock Market Stock Photos, Pictures & Royalty-Free ...

To discuss the market, Wall Street, specifically big tech, did well throughout July. Indexes, including the S&P, ended three consecutive months of gains after the dip following the April 2 tariffs announcement. Big tech, including NVDA and MSFT, reached all-time highs, with Microsoft becoming only the second corporation to get a $4 trillion market valuation. However, on August 1st, a disappointing jobs report, with only about 70,000 jobs added in July, as well as the implementation of more reciprocal tariffs, led to a market slide, with the Dow down over 1.2% in just one day. With tariff concerns on the rise and pressure on Powell to lower interest rates, we will have to wait and see the developments in the market in August.

199,700+ Us Economy Stock Photos, Pictures & Royalty-Free ...

Well, that's a wrap for July. Stay tuned for developments and the mid-August report, which will be released in a couple of weeks.


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