Daily Newsletter 7/28/25

This week is highlighted by the Federal Reserve’s interest rate decision scheduled for Wednesday evening, a key event that market participants will scrutinize closely, alongside critical inflation metrics and labor market indicators set for release later in the week.

It remains premature to fully assess the impact of the new tariff regime, with more definitive insights expected in September and the fourth quarter. While the consensus anticipates stagflation, market behavior thus far does not reflect this outlook.