Weekly Outlook: Jul 14, 2025
This week’s markets reflect sharp divergences across equities, currencies, and commodities. We examine S&P 500 consolidation ahead of earnings, a decisive EUR/USD move driven by central bank policy gaps, and WTI crude’s renewed climb on strong demand and geopolitical risk. With no single dominant theme, success now requires a granular focus on asset-specific drivers.
The Winners And Losers Of The Big Beautiful Bill
BFM examines the potential winners and losers with Tony Nash, CEO, Complete Intelligence. Also preview the US non-farm payroll figures & how that might influence the Fed fund rate.
CNA938 Rewind – Stock take today: Markets stay calm despite tariffs, Bitcoin hits new high
https://www.channelnewsasia.com/listen/cna938-rewind/stock-take-today-markets-stay-calm-despite-tariffs-bitcoin-hits-new-high-5232721 On the daily markets analysis on Open For Business, Andrea Heng and Susan Ng speak with Tony Nash, Founder & CEO of Complete Intelligence.
Are US interest rate cuts coming to an end?
https://www.bbc.co.uk/sounds/play/w172zbfvl91sm19
Trump marks first 100 days in office
https://www.bbc.com/audio/play/w172zrs182hjqgt
FOMC: Tony Nash’s discussion NinjaTrader
NAAIM Presentation
From the return of inflation and geopolitical disruption to the rising cost of capital and AI-driven decision-making, we walk through the new strategic landscape traders and asset managers must navigate.
NVIDIA, HYPE OR REALITY
https://www.bfm.my/podcast/morning-run/market-watch/nvidia-adp-nfp-microsoft-3trillion-payrolls-ratecut-opec
PETER LEWIS’ MONEY TALK – Thursday 6 June 2024
https://peterlewismoneytalk.substack.com/p/peter-lewis-money-talk-thursday-6-1ab
Southeast Asia’s rapidly expanding economy is attracting foreign investors and new commitments from global corporations. Can it challenge China in its own region?
