Daily Report

28 de Julho de 2025
Financial Markets | daily report 28.07.2025
  • Markets ended the week with a mixed session. Optimism over trade deals continued to support U.S. equity markets, sending the S&P 500 and the Nasdaq to new record highs, while euro area stocks ended mostly lower as investors traded cautiously awaiting news of a trade deal. Sovereign yields were little changed after the ECB meeting and Trump's visit to the Fed.
  • Over the weekend, the U.S. and the EU announced a deal that sets a baseline tariff of 15% on all EU goods, including cars, pharmaceuticals, and semiconductors, but steel and aluminum remain at 50%, and some agricultural goods will face 0%. The EU agreed to purchase $750 billion in U.S. energy over three years and boost investment in the U.S. by $600 billion.
  • This week will be heavy on data releases, including 2Q GDP figures for Spain (Tuesday), Portugal (Wednesday), the euro area (Wednesday), and the U.S. (Wednesday), as well as preliminary July inflation figures for the Eurozone (Friday). The Fed will hold its FOMC meeting this week and is widely expected to hold rates once again.