Amazon.com, Inc.

Donald Trump has announced a "massive" deal with Japan that includes duties of 15% on US shipments. Amazon buys wearable device owner Bee AI, a generative AI wristband that can analyze conversations and generate tasks and reminders. In documents SpaceX appeared in the language about the possible return of Ilon Musk in politics - in the role of an advisor to Trump. About these and other topics - in our review of key events for the morning of July 23.

Highlights for this morning: agreement with Japan, Musk may return to the White House

General Motors Company

Stellantis N.V.

Trade barriers 'ate up' $1.1 billion in auto company profits in second quarter

GM profits plunge amid Trump's duties. Will it manage to soften the blow in the third quarter?

PepsiCo, Inc.

DeFi Development Corp.

Oil is getting cheaper: fears of a trade conflict between the US and the EU have heightened demand concerns, especially with threats of new duties and increased anti-Russian sanctions. PepsiCo announced the launch of prebiotic cola, betting on the fashion for functional drinks amid declining sales of traditional sodas. Altcoin Solana sharply rose in price after DeFi Development announced the purchase of almost one million of these tokens. About these and other topics - in our review of key events by the morning of July 22.

Highlights for this morning: oil falls, Trump Media goes into bitcoin, Pepsi bets on prebiotics

The S&amp;P 500 index remains at an all-time high despite risks from duties and overheated valuations. Investors so far ignore the threat of a trade war, believing that Donald Trump will not go for tough measures. Still, Wall Street analysts warn: even the duties already in place are starting to hit businesses, eroding profits and stoking inflation. Bloomberg economists forecast a slowdown in U.S. GDP growth, and some investment banks, including Morgan Stanley and UBS, believe the market is vulnerable to a 5-10 or even 20% correction.

"There's a balloon flying around Wall Street looking for a needle": why investors are wrong about duties


NVIDIA Corporation

Block, Inc.

Verizon Communications Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors will refrain from sharp movements


Brussels had hoped to negotiate with Washington on a 10 percent base fee and some industry exemptions


Trump seeks 15-20% duties on EU goods - Financial Times



The Goldman Sachs Group, Inc.

Apple Inc.

Tesla, Inc.

Morning in New York: inflation statistics will curb buying


ASML Holding N.V.

Taiwan Semiconductor Manufacturing Company Limited

ASML stock selloff could bring down the entire semiconductor sector

ASML beat earnings and order forecasts. Why is the stock falling?

Eli Lilly and Company

Merck & Co., Inc.

Pfizer Inc.

Donald Trump has said he will likely impose duties on pharma by the end of the month, and semiconductors shortly thereafter. JPMorgan Chase CEO Jamie Dimon and Citigroup CEO Jane Fraser said they intend to participate in the development of stablecoins. Meanwhile, oil prices resumed growth thanks to demand from the U.S. and China. Against this background, central banks of countries with developed mining are increasingly buying gold from local mines. About these and other topics - in our review of key events for the morning of July 16.

Highlights for this morning: JPMorgan and Citi are thinking about stablecoin, central bankers are looking for gold mines

Unexpectedly rapid growth in the Chinese economy in the second quarter was a rare positive story in a pessimistic year for the luxury industry. However, China's strong GDP data does not cancel out the structural risks holding back consumption in a country that accounts for a quarter of global luxury sales.

China's economy outperformed forecasts in Q2. Why is this good for the luxury market?

The Boeing Company

Wells Fargo & Company

Morning in New York: focus on the start of the reporting season and the consumer price index


Alphabet Inc.

The Trade Desk, Inc.

The EU has approved a second list of potential retaliatory measures against the United States - duties on U.S. goods worth €72 billion, including Boeing airplanes, cars, bourbon, agricultural products and medical equipment. This is in response to Donald Trump's announced duties against the EU. At the same time, startup Cognition acquired Windsurf, whose team had previously partially moved to Google amid a growing "war for AI talent". In addition, Trade Desk entered the S&amp;P 500 index, taking the place of Ansys and causing its shares to rise 14%. About these and other topics - in our review of key events by the morning of July 15.

Tariffs