Today's Stock Market News and Breaking Stories (2025)

Hackett: Markets barely moved on tariff news; traders seem tired of the headlines. Our economists don't think the Fed will be cutting at all in 2025, says BofA's Mark Cabana Top 2 Tech Stocks That May Explode In July The stock market is turning into a casino — raise cash, and also buy this AI company, says strategist These two strategists believe a melt-up in stocks — even from here — is a growing probability Consumer spending in the US is slowing – Is the economy in trouble? Bitcoin, Ether, XRP Fall on a Big Day for Crypto. It's About Much More than the Fed. The Day Ahead: Markets Brace for Fed and Earnings Wave Today Focusing on company's margins and capital expenditure for this earnings season: Mirabaud India's GDP growth is expected to accelerate starting September; stock market rally to follow Global Markets Mixed as Investors Digest Tariff Impact on Earnings Data Will Matter More Than Fed Meeting: 3-Minute MLIV Fed Meeting Today: Dow Futures Waver as Investors Await Earnings, Rate Decision What This Top Emerging Markets Fund Is Betting on Now German retail sales rise more than expected in June The Dollar Bounces Back in July. Where It Goes From Here. Singapore keeping monetary policy unchanged is 'a result of Trump's tariffs': The Smart Investor Reasons To Stay Bullish Possible dissents this week by Christopher Waller and Michelle Bowman would mark the first time in three decades that more than one Federal Reserve governor dissented at a policy meeting Market is becoming divorced from some real problems that should have been obvious, says Jim Cramer Retail traders feeling cautiously optimistic in Q3 according to Charles Schwab survey 'Fast Money' traders on how they are navigating mixed market signals Market is priced to perfection, companies expected to have stellar guidance: Evans May Wealth's May Bessent to American businesses: 'Not the end of the world' if April 2 tariffs kick in Great opportunity to reallocate to safe side of markets, says Treasury Partners' Richard Saperstein AI expansion benefits need to come stocks outside of the megacaps, says Bespoke's Paul Hickey Why the man behind ‘The Hater's Guide to the AI Bubble' thinks Wall Street's hottest trade will go bust Markets Lose Steam Ahead of Fed Meeting | Closing Bell The Dow Jones Industrial Average fell more than 200 points, with investors considering a possible tariff extension for China and a fresh batch of corporate earnings Sycamore's Mark Okada: Labor data is starting to concern me Treasury Secretary Bessent says it's 'not the end of the world' if Trump's snapback tariffs go into effect on Friday No Room for "Hiccups:" Markets Priced to Perfection, FOMC Balancing Act Ahead IMF raises 2025 growth forecast and warns against global trade tensions Bessent to American businesses: 'Not the end of the world' if April 2 tariffs kick in Friday Adam Parker: Not a single call from institutional investors on trade this week Trade Deals And Earnings Season Help Fuel Market Highs Why You Should Buy The AI Bubble Consumer Confidence Improves, but Job Prospect Concerns Remain Bessent: China 'jumped the gun' on tariff pause announcement, still pending Trump's approval Steve Sosnick: 'Buckle up' if markets don't get best-case scenario on trade Bessent says China talks 'robust,' did not include TikTok The Fed is unlikely to cut rates, but this week's meeting is packed with intrigue Echoes Of Exuberance: A Data-Driven Comparison Of The Dotcom And AI Market Eras Trump's pharmaceutical tariffs could affect some drugmakers more than others Treasury Sec. Scott Bessent: 'Not end of the world' if snapback tariffs are on for days or weeks Treasury Sec. Scott Bessent: Wouldn't be surprised if EU put on some tariffs against China U.S.-China tariff pause extension not final until Trump signs off, trade negotiators say. Trump's economy defies dire predictions as critics backpeddle on recession claims September is in play for Fed cut, says Paul McCulley Consumer confidence rebounds but the economy is in a ‘quiet recession' US consumer finance watchdog says it will replace Biden-era 'open banking' regulations The market is too complacent on short-term impact of tariffs, says Cantor's Eric Johnston US Labor Market Shows Signs of Cooling as Job Openings Drop U.S.-China tariff pause extension not final until Trump signs off, trade negotiators say Sector Ratings For ETFs And Mutual Funds: Q3 2025 Trump's EU trade deal is based on massive energy purchases that are unlikely to materialize, analysts say Trump tariffs: Major multi-national firm to 'absorb' massive charge instead of raising prices S&P500 Today: Nervous US Stock Market Eyes Fed Policy Outlook and September Cut Odds GDP is ready to pop, but not because the U.S. economy is popping Trump's tariffs head back to court: What to know The bad-news-is-good-news stock market Path Ahead For Markets As U.S. Strikes Trade Deals AI Is Just One Reason Stocks Are Pricey. They're Still a Buy. IMF's Gourinchas Says Tariffs Are Causing Tepid Growth How stock-market investors should trade what could be a historic Fed dissent over interest rates on Wednesday The Fed may be running out of time: Everything investors need to know What Prudent Investors Should Know As All-Time-Market-Highs Mix With Extreme Sentiment Equities March Higher While Fed Asserts Its Independence Fed to Remain Independent Cracks in the Consensus: Testing the Fed's Unity The market is under pricing the impact of tariffs, says TIAA's Niladri Mukherjee Latest CNBC Fed Survey shows growing concern about market valuation Neuberger Berman's John San Marco: We're 'one shock away' from consumer retrenching again Looking for the stock market's next big winners? Just look for these three numbers. Job openings and labor turnover 7.4M vs. 7.5M estimated US job openings, hiring decrease in June US consumer confidence rises modestly in July Trump's tariffs could squeeze US factories and boost costs by up to 4.5% Consumer-Confidence Survey Improved in July Job openings decline and hiring tapers off due to trade wars. The good news? July tariff revenues break monthly record, with $150B collected so far in 2025 Consumer confidence rebounds in July on lower inflation fears and higher stock prices SPX Shows Little Weakness, Difficult to Hold All-Time Highs US markets open in green as markets look at Fed meeting, S&P 500, Nasdaq in green S&P500: Market Holds Steady Today – Earnings Support Sentiment Ahead of Fed Call "Buckle Up:" BA Earnings, Fed Meeting & Tariff Talks Kick Off Tuesday U.S. Seals Trade Deal With EU, And It's Even Bigger Than Japan's A Risk This Market Is Not Accounting For The Stock Market Melt-Up Could Peak With The US-EU Trade "Deal" Top 2 Tech And Telecom Stocks That Are Ticking Portfolio Bombs The market is betting on a September rate cut, says Partners Group's Anastasia Amoroso Trump deciding trade deals by Aug. 1, Commerce Secretary Lutnick says CNBC Fed Survey: Respondents see a three-way tie in race to replace Fed Chair Powell IMF upgrades global growth forecast as Trump tariffs ease, but warns on risks I.M.F. Raises Global Growth Outlook as U.S. Looks to Avert Trade Wars IMF lifts U.S. growth outlook on lower tariffs and upbeat markets Trade deficit sinks to 22-month low as businesses try to time Trump tariffs. GDP to get boost. Bessent, Warsh, Hassett are the leading contenders to get Fed chair job, CNBC survey finds Will Powell and the Fed cut rates in response to Trump's pressure? How America's rising oligarchy and ‘pay-to-play' politics could sink the stock market References