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NAGA Weekly Recap July 14 - 18, 2025

Markets took a breather this week, moving mostly sideways as traders processed the latest economic data and waited for a stronger read on where global growth is headed. There’s still a mix of hope and caution out there—optimism about recovery, but inflation and sticky interest rates are keeping everyone on their toes. Money kept flowing into safer plays like defensive sectors and high-quality stocks, showing that stability is still the name of the game. Now, all eyes are on the upcoming earnings season to see if any major catalysts are coming our way.

Markets Inflation Feels & Earnings on Deck Markets paused this week as inflation data gave off mixed signals—some cooling, some still sticky. That uncertainty kept price action muted, with traders holding back for a clearer read. Sentiment stayed split: cautious optimism vs. lingering rate hike risks. Now, with earnings season kicking off and central bank updates looming, traders are watching for the next big macro catalyst to shake things up. Stocks Mixed Market Signals Tech stocks gave back some gains this week as investors locked in profits after a strong run. Despite this, broader US and European markets held steady, supported by solid earnings reports and growing confidence in a soft landing for the economy. We saw clear sector rotation, with money moving into value stocks and industrials as traders looked for more stable opportunities. The market remains highly sensitive to any shifts in central bank messaging or unexpected economic data. Commodities Supply Shifts and Demand Uncertainty Commodities were in focus this week, with oil prices swinging on inventory reports and OPEC+ updates. Geopolitical tensions stayed low but kept a risk premium on energy markets. Industrial metals showed mixed demand, mirroring uneven global manufacturing. Meanwhile, gold held strong as a go-to safe haven, fueled by inflation worries and ongoing market uncertainty. Forex Dollar Keeps Dominating The US Dollar stayed strong this week, powered by solid economic data that points to a resilient US economy and keeps rate hike bets alive. Meanwhile, the Euro and Sterling struggled against the greenback’s momentum. Traders are watching central bank policy splits and upcoming data for clues on where currencies head next.

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Publication date:

2025-07-20 12:52:57 (GMT)

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