July 2025 Commentary And Economic

Posted Jul 22 by Two Blokes

Our year-end S&P Index target is 6,600 with risk to the upside due to optimism about AI implementation. We con

Source: Two Blokes Trading

Don't Call It Market Timing. But These Are the Best Months to Invest.

Posted Jul 22 by Two Blokes

Why it pays to count the number of Fridays in each month.

Source: Two Blokes Trading

Don't Call It Market Timing. But These Are the Best Months to Invest.

Posted Jul 22 by Two Blokes

Why it pays to count the number of Fridays in each month.

Source: Two Blokes Trading

Why Are Stocks Up? Nobody Knows

Posted Jul 22 by Two Blokes

A torrent of bad news hasn't been enough to sink the market.

Source: Two Blokes Trading

AMERICAS Markets oddly serene

Posted Jul 22 by Two Blokes

What matters in U.S. and global markets today

Source: Two Blokes Trading

The stock market has been running low on investors who want to sell. That might be starting to shift.

Posted Jul 22 by Two Blokes

Andrew Thrasher, founder of Thrasher Analytics, said the stock market has been low on sellers who may be start

Source: Two Blokes Trading

Trump's Wall Street Journal suit over Epstein story faces timing hurdle

Posted Jul 22 by Two Blokes

Donald Trump's legal case against the Wall Street Journal over a story about the U.S. president and Jeffrey Ep

Source: Two Blokes Trading

US exchanges set to reap windfall as market volatility fuels trading rush

Posted Jul 22 by Two Blokes

Major U.S. stock exchanges are expected to report higher second-quarter profits, driven by increased fee colle

Source: Two Blokes Trading

U.S. Tariffs: Impact On The U.S. Construction Industry

Posted Jul 22 by Two Blokes

The construction market in the United States is expected to be the most impacted by tariff policies and will s

Source: Two Blokes Trading

Volatility suggests AI is not in a bubble — at least not yet, says Bank of America

Posted Jul 22 by Two Blokes

For all the talk of artificial intelligence being in a bubble, Bank of America's derivatives strategists say t

Source: Two Blokes Trading

How Europe's 'trade bazooka' could be a last resort against Trump's tariffs

Posted Jul 22 by Two Blokes

The EU could be preparing to use an "anti-coercion instrument" to try to deter a looming 30% tariff on its exp

Source: Two Blokes Trading

Private Sector Reaction to Tariffs is Key: 3-Minute MLIV

Posted Jul 22 by Two Blokes

Anna Edwards, Lizzy Burden, Guy Johnson and Mark Cudmore break down today's key themes for analysts and invest

Source: Two Blokes Trading