Tesla, Inc.

The Boeing Company

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: focus on US trade policy and Trump's conflict with Musk

Recently, Wall Street has stopped panicking over news of a possible increase in trade barriers

Trump threatened a 10 percent duty for "anti-American" BRICS policies

Microsoft Corporation

Alphabet Inc.

The first half of the year on the world financial markets broke the expectations of the overwhelming majority of its participants. The bets on the strengthening of the dollar and "American exceptionalism", which provided a large-scale inflow of money into US assets, did not work. Donald Trump has turned from a politician, who was expected to support business and the economy, into a figure who unleashed a trade war and questioned the hegemony of the dollar. The European stock market <a href="https://oninvest.com/article/iz-maga-v-mega-kak-tramp-delaet-evropu-snova-velikoj">played</a> the role of Cinderella: the battered, unloved stepdaughter turned out to be a beautiful princess. And above it all, gold shone brightly.

The half-year of records and falls in the markets is over. What is next for investors?

After a <a href="https://www.businessinsider.com/stock-market-today-dow-worst-day-economic-data-consumer-sentiment-2025-2">long</a> decline at the end of winter and a collapse in April, the market has not only recovered its losses but also entered the plus side: since the beginning of the year, the S&amp;P 500 <a href="https://www.cnbc.com/quotes/.SPX">has gained</a> more than 6%. The rally with small breaks has been going on for the second month, since April this year;

Fear no more: what "red flags" investors ignore

U.S. stock futures, the dollar, and partner country stock indexes reacted by falling

Trump is ready to send out the first tariff notices. The range of duties is from 10% to 70%

A 90-day pause on Trump's heightened trade restrictions expires July 9, and framework agreements have only been signed with China and Britain

Trump ruled out extending duty deferrals for countries that haven't signed agreements with the U.S.

Bombardier Inc.

Ilon Musk's xAI has completed raising $5 billion in debt financing and received an additional $5 billion in strategic equity investments - the money will be used to develop its AI infrastructure and Grok platform. Gold rose for the second day in a row, trading around $3310 an ounce, amid expectations of a Fed rate cut and a falling dollar. At the same time, Bombardier announced a $1.7 billion order for its Challenger and Global business jets with the possibility of increasing the deal to $4 billion. These and other topics are covered in our review of key events for the morning of July 1.

Highlights for the morning: xAI raises $10 bln, EU close to US deal, gold on the rise


ING currency strategist calls US currency a "scapegoat for Trump's unpredictable policies"

The dollar posted its biggest drop in the first half of the year since 1973. What's weighing on it?

NVIDIA Corporation

Meta Platforms, Inc.

Intel Corporation

Morning in New York: trade talks and the "Great and Beautiful Bill" in focus

Investors seek alternatives to US stocks amid duties and political risks

European stocks outperformed U.S. stocks in the first half of the year. Is it too late to buy them?


NIKE, Inc.

Nike is trying to sell off outdated models at discounted prices and faces high duties on imports from China

Wall Street awaits Nike's 'painful' quarterly report. Should investors be worried?

Investment bank's baseline scenario assumes oil at $60-65

Tariffs