Week in Review - Week Ending August 01, 2025

🌐 Headline Global & U.S. Market News

• United States: Weak July jobs data (73,000 new jobs, downward revisions of prior months) rattled markets. Coupled with new tariff measures, equities declined sharply: the Nasdaq fell ~2.2%, S&P 500 ~1.6%, Dow ~1.2%.Treasury yields plunged, driving up market volatility and boosting odds of a September Fed rate cut.

  
  

• Europe: European equities surged to near-record highs for 2025, rising ~8.4% YTD and slightly outpacing the S&P. Economic stabilization continues despite concerns about U.S. tariffs. The eurozone PMI hit a three‑year high (49.8), and inflation held steady at 2.0%.

  
  

• UAE / Middle East: UAE markets slid on Friday amid global equity weakness tied to tariff announcements. Petrol prices saw a slight decrease for August, while diesel rose significantly. The UAE economy is projected to grow ~5% in 2025.

  
  

• Asia: Markets closed mixed ahead of key U.S. tech earnings, Fed and BOJ meetings, and tariff deadline. Hong Kong’s Hang Seng declined ~0.6%, South Korea’s KOSPI fell ~3.7% due to proposed tax changes. Japan, Singapore, and Australia posted modest gains/losses.

📊 Major Market Indices

United States

• DOW J – 43,588.60

• S&P 500 – 6,238.01

• NASDAQ – 20,650.10

  
  

Canada

• S&P/TSX Composite Index – 27,020.40

• S&P/TSX 60 – 1,775.13

Europe

• ATX (Austria) – 4,457.10

• BFX (Belgium) – 4,565.37

• CAC 40 (France) – 7,546.16

• DAX (Germany) – 23,426.00

• AEX (Netherlands) – 884.87

• OSEAX (Norway) – 1,017.37

• OMXSPI (Sweden) – 955.07

• SMI (Switzerland) – 11,836.00

• FTSE 100 (UK) – 9,068.58

• IBOVESPA (Brazil) – 132,437.00

  
  

🌏 Asia-Pacific

• SSE Composite (Shanghai, China) – 3,559.95

• Hang Seng (Hong Kong) – 24,507.80

• Nikkei 225 (Japan) – 40,799.60

• TAIEX (Taiwan) – 23,434.38

• ASX All Ordinaries (Australia) – 8,917.10

• ASX 200 (Australia) – 8,662.00

• NZX 50 (New Zealand) – 13,831.50

💱 Cryptocurrency Overview (Estimated)

• Bitcoin (BTC): ~$113,510 (‑1.1%)

• Ethereum (ETH): ~$3,489 (‑3.4%)

• XRP: ~$2.94 (‑0.2%)

  
  

🛢️ Commodities & Fixed Income Highlights

• Oil (WTI): Up ~3.1% for the week. (67.26)

• Gold: Rose ~0.4%. (3,360.10)

• Agricultural Futures:

  • Corn: ~$3.89½ per bushel (‑4½¢)

  • Soybeans: ~$9.69½ (unchanged)

  • Wheat: ~$5.16¾ (‑6½¢)Livestock and meal prices were

    
    

📉 Bond Market Trends

• U.S. 10-Year Treasury Yield: ~4.23%, down from recent highs.

• U.S. 30-Year Treasury Yield: ~4.82%

  
  

🧭 Looking Ahead

Volatility has returned with a vengeance as weak labor data and aggressive tariff policy triggered broad sell-offs across equities and bond yields—and elevated expectations for a rate cut later in 2025. While stock valuations remain elevated, bond and currency markets are signaling heightened risk. Investors are increasingly watching U.S. inflation, Fed commentary, trade developments, and global corporate earnings reports.

📌 Closing Summary

• Equity markets worldwide retreated as U.S. macro data and new tariff actions spooked risk appetite.

• Safe-haven flows supported bond prices, pushing yields lower.

• Commodities showed mixed trends—oil rose, agricultural futures softened, and gold ticked up modestly.

• Crypto markets saw modest pullbacks across Bitcoin, Ethereum, and XRP.

  
  

Disclosure: The information provided herein is for informational purposes only and should not be construed as investment advice. Market conditions are subject to change, and past performance is not indicative of future results. Please consult with a financial advisor before making any investment decisions.