Market Pulse

Market Pulse

July 14, 2025

Market views heading into the week highlight what we're watching and important news ahead.

A look back

  • Equities took a breather as the S&P 500 posted a -0.3% decline, a touch behind international stocks. The energy sector was the standout last week as financials lagged.
  • Yields dropped on Wednesday following the release of minutes from the most recent Federal Reserve meeting but finished the week higher as tariff headlines returned to the forefront. The 10-year U.S. Treasury yield closed Friday at 4.41%.
  • The July 9 U.S. tariff deadline was delayed to August 1 to allow more time for negotiations. Plans for higher tariffs on certain countries, including Canada and Brazil, were announced.

A look ahead

  • Earnings season begins in earnest with 39 companies in the S&P 500 set to report second quarter results. Financials will be in focus with several major banks on the docket.
  • A busy week of economic data will be highlighted by key inflation reports including the Consumer Price Index (CPI). Retail Sales will also be in focus; June Retail Sales and Core CPI are each expected to grow 0.3% month over month.
  • Economic releases: CPI, PPI, Industrial Production, Retail Sales, Housing Starts, U. of Michigan Consumer Sentiment.

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