S&P 500 Index ($ SPX) (SPY) closed on Tuesday -0.49%, Dow Jones Industries Index ($ Dowi) (Dia) -0.14%closed down, and NASDAQ 100 Index ($ IUXX) ($ IUXX) -0.73%closed. The September E -Mini S&P Futures (ESU25) fell down, and the September E -Mini Nasdaq Futures (NQU25) -0.71%fell.
The stock index gave an initial advance on Tuesday and with signs of viscous value pressure in the service sector, decreased on some disappointing news on the activity of American services. The US July ISM Services Index unexpectedly fell from -0.7 to 50.1, weaker with the expectations of an increase of 51.5. In addition, the prices of Jul ISM services unexpectedly paid the sub-release at a high level of 69.9 at a high level of 69.9 at a high level of 69.9 years, versus hopes of decline of vs 66.5.
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Stocks initially opened up the strength in technology shares on Tuesday, with a jump of +7% in the Palenter Technologies, as it reported a strong-to-the-to-intake profit and increased its entire year forecasts. The stocks continued to support speculation that last Friday’s disappointing parole and ISM manufacturing report will motivate the Fed to cut interest rates. The possibility of cutting a Fed rate in the September FOMC meeting before the report was released increased from 40% to 94%.
The US trade deficit for June was smaller than expected, a positive factor for Q2 GDP. The June US trade deficit was $ 60.7 billion to $ 60.2 billion to $ 60.2 billion, $ 61.0 billion better than expectations and the smallest deficit in 1.75 years.
San Francisco Fed Chairman Mary Daelly commented till late Monday night, when he said that the time fed is near to cut interest rate, looking at the growing evidence that the job market is softening and there are no signs of frequent tariff-powered inflation.
Recently, in Tariff News, President Trump said on Monday that he is “increasing the tariff to a large extent” on American imports from India with current 25% due to India’s purchase of Russian oil. Last Thursday, President Trump gathered tariffs from 25% to 35% on some Canadian goods and announced 10% global minimum, as well as a tariff of 15% or more for the trade surplus countries with the US, effective after midnight of August 7. Announcement.
This week the market will focus on income report and any fresh tariff or business news. On Thursday, weekly early unemployment claims are expected to increase from +3,000 to 221,000. In addition, on Thursday, Q2 nonform productivity is expected to be +2.0%, in which the unit labor costs +1.5%.
Federal Fund futures prices are discounting a 25 BP rate cut for 94% cut in September 16-17 FOMC meeting and 62% possibility in the following meeting on 28-29 October.
According to Bloomberg Intelligence, the Q2 Income Report has been released in such a way that the S&P 500 earnings for the second quarter are on track to increase +9.1% for the second quarter, according to +2.8% y/y pre-seasons and best in four years, Bloomberg Intelligence. About 83% of the benefits are more than estimates, with the S&P 500 firms reported more than 67% Q2 income.
Foreign stock markets settled at a high level on Tuesday. The euro Stoxx was closed from 50 +0.14%. China’s Shanghai Composite +0.96%closed. Japan’s Nikkei Stock 225 off +0.64%.
Interest rates
September 10-Year T-Nots (Znu25) closed on Tuesday-2.5 ticks. The yield of 10-year T-Note increased +1.0 bp to 4.202%. Sep T-notes fell from a 3-month high on Tuesday and posted a minor loss, and the 10-year T-Rot yield increased from a 3-month low to 4.183%.
Supply pressure is weighed at T-notes as the Treasury will auction $ 125 billion T-notes and T-brands at the comeback of August quarter of this week. In addition, the signs of price pressures in the US service sector are for recession for T-notes after the prices of July ISM services, which has unexpectedly raised +2.4 to a high of 2.75-year high of 69.9. The T-Nots were low on Tuesday on the weak demand seen for the treasury’s $ 58 billion auction, with 3-year-old T-notes bid-to-cover ratio 2.53, which was below the 10 auction average 2.58.
The loss in T-notes was limited after the unexpected decline of the Jul ISM Services Index. T-Nots received support from San Francisco Fed President Mary Daily from Dowish comments late Monday night, who said that the time fed is near to cut interest rate, which is no sign of labor market weakness and there is no sign of tariff inflation. The T-notes also have positive carriageover support from last Friday’s weak-to-intake payroll and ISM manufacturing reports, which increased the possibility of fed rate cut in next month’s FOMC meeting before the report from 40% to 92%.
European government bond yield was mixed on Tuesday. The 10-year-old German bund yield fell to 2.601% at a lowest level of 1.5-week and remained unchanged at 2.624%. The 10 -year UK gilt yield was rebounded from a 1 -month low of 4.496% and +0.8 BP was terminated to 4.516%.
Eurozone July S&P Composite PMI was already revised from 51.0 to 50.9 to 50.9.
The UK July S&P Composite was revised from 51.0 to 51.5 to 51.5 to 51.5.
Swap is exempting the possibility of 16% for cutting -25 BP rate cut by ECB at the September 11 policy meeting.
US Stock Movers
Inspector Medical Systems (Inspector) cut its entire year revenue forecast from $ 900 million- $ 910 million to $ 940 million- $ 955 million, cut from $ 949.2 million to $ 900 million from $ 900 million- $ 910 million from below $ 949.2 million.
Gartner (IT) shut down more than -27% to lead losing in the S&P500, which was weak by $ 6.57 billion after cutting its full -year revenue from the previous forecast of $ 6.54 billion to $ 6.46 billion.
The Vertex Pharmaceuticals (VRTX) shut down more than -20% to lead the losers in Nasdaq 100, as it was said that it would not extend its magazines for a phase -3 testing, as the FDA said that it does not look for a passage for the comprehensive use of the drug for the treatment of peripheral neuropathic pain.
The Transdigm Group (TDG) shut down more than -12% after reporting a $ 2.24 billion Q3 net sales, which was weak by a consensus of $ 2.30 billion, and its full-year net sales forecasts were reduced to $ 8.76 billion-$ 8.82 billion from $ 8.75 billion to $ 8.95 billion.
Globalfoundries (GFS) The semeconductor was more than -9% closed to lead stock, which leads the low -semiconductor stock after adjusting EPS of 33 cents for 43 cents, the middle point below the consensus of 42 cents. In addition, Kla Corp (Klac) -3%shut down. In addition, Arm Holdings PLC (ARM), Applied Materials (AMAT), LAM Research (LRCX), Broadcom (AVGO), ASML Holding NV (ASML), Advanced Micro devices (ADM), and semocultures (on) -1%were closed.
Fidelity National Information (FIS) $ 1.54 unanimously shut down more than -8% after the forecast of $ 1.46 -$ 1.50 Q3 adjusted EPS of $ 1.46- $ 1.50.
Henry Shehin (HSIC) shut down over -1% after reporting Q2 of $ 1.10, which was unanimously weakened by $ 1.19.
Eaton Corp (ETN) +8.50% to 9.50% was closed to more than 7% after predicting organic revenue from full -year, the middle point below the general consensus of 9.09%.
After reporting a net sales of $ 668.5 million in Exon Enterprise (Exone) S&P 500 and Nasdaq 100, $ 665 million to $ 665 million to $ 665 million to $ 685 million to $ 685 million to $ 665 million to $ 685 million to $ 665 million to $ 685 million from $ 665 million to $ 685 million to $ 685 million to $ 685 million to $ 685 million to $ 685 million to $ 685 million from $ 640.3 million, and adjusted your full-year Ebit 685 million to $ 685 million to $ 685 million to $ 685 million to $ 685 million to $ 665 million from $ 665 million to $ 665 million to $ 665 million to $ 665 million.
Palantir Technologies (Pltr) stopped more than +7% after reporting Q2 revenue of $ 1.0 billion, which was stronger than $ 939.3 million, stronger than $ 939.3 million, and its full-year revenue was increased from $ 4.14 billion- $ 4.15 billion to $ 3.89 to $ 3.90 billion from $ 3.90 billion to $ 4.15 billion. Increased.
Leidos Holdings (LDOS) stopped more than +7% after reporting Q2 revenue of $ 4.25 billion, which was better than $ 4.24 billion consent of $ 4.24 billion, and increased revenue from $ 17.20 billion to $ 17.00 billion to $ 17.00 billion from $ 16.90 billion to $ 17.00 billion.
After publishing a note, Wolf Research held a rally to health insurance companies on Tuesday, stating that thresholds could be easier next year for a private medicine advantage plan to earn bonus payments. As a result, the United Health Group (UNH) closed more than +4% to lead beneficiaries in Dow Jones Industrial. In addition, CVS Health (CVS) +has closed more than 3%, Humana (Hum) closed more than 2%and CIGNA Group (CI) +stopped more than 1%.
Broadcharies Financial Solutions (BR) closed more than +6% after reporting the Q4 adjusted EPS of $ 3.55, which was stronger than a $ 3.50’s general consensus.
The Archer-Daniel-Madland (ADM) closed more than +6% after reporting a Q2 adjusted EPS of 93 cents, which was better than an unanimous of 80 cents.
Physic (PFE) closed more than +5% after reporting Q2 revenue of $ 14.65 billion, which was more than a consensus of $ 13.50 billion.
Cummins (CMI) +closed over 3% after reporting a $ 8.46 billion consensus, $ 8.64 billion Q2 net sales.
Earning Report (8/6/2025)
Airbnb Inc (ABNB), American International Group Inc. (AIG), APA CORP (APA), ATMOS Energy Corp (ATO), Bio-Techne Corp (Tech), CDW Corp/De (CDW), CDW Corp/De (CDW) (CF), Charles River Laboratories INT (CRL), CORTEV (CRL), CORTEV (CRL), CORTEV (CRL), CORTEV) Dordash Inc. (DASH), Merson Electric Company (EMR), Federal Realty Investment Trust (FRT),
Fortinet Innt (FTNT), Global Payments Inc. (GPN), Iron Mountain Inc. (IRM), Markets Holdings Inc. (MKTX), McDonald’s Corp (MCD), Maccason Corpse (MCK), Metlife Inc. (Metlife Ink), Nisor Ink (NI), NRG ENG (NI) Inc. (NRG) (NRG Inc. (NRG) (NRG Inc.) (NRG Inc. (NRG),.
On the date of publication, Rich Escpland did not have the positions mentioned in any securities mentioned in this article (either direct or indirectly). All information and data in this article is only for informative purposes. For more information, please see the Barkart Disclosure Policy here.
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