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This Week’s Market Forecast… 📊

This week carries real weight. Tariff risks are front and center, job growth just disappointed, and the market is looking to earnings and the Fed for clarity.

The Fed doesn’t meet this week, but markets are already leaning toward a rate cut in September. July’s nonfarm payrolls came in light, with just 73,000 jobs added and unemployment ticking up to 4.2 percent. That kind of softness puts the Fed in play. At the same time, the goods trade deficit widened, adding to pressure on manufacturers and export-heavy sectors. The combination of a slowing labor market and weaker trade gives the Fed cover to pivot if inflation continues to cool.

The biggest near-term risk is tariffs. August 7 marks the expected deadline for the next round of decisions on trade measures involving China and Europe. If new tariffs are imposed, we could see downward pressure on industrials, semiconductors, and global cyclicals. If the can is kicked or deals are announced, risk appetite may get another boost.

Earnings season is still rolling. Palantir reports Monday, followed by AMD, Uber, Disney, Pfizer, Eli Lilly, Caterpillar, and McDonald’s. These names span growth and value, tech and consumer, healthcare and industrials. Investors will be watching closely for AI updates, margin guidance, and demand signals. The bar is higher now—macro data is cooling, so it’s up to corporate America to prove the soft landing case.

This is an inflection week. The rally is still intact, but the risk-reward is tightening. If earnings hold up and tariffs are avoided, the market can grind higher. But if we get weak reports or trade headlines go south, expect volatility to pick up. Stay tactical, stay focused.

Have a wonderful week!!

Top ETFs on our Radar… 📈

The iShares Expanded Tech-Software Sector ETF has performed exceptionally well this year. Software companies have shown strong performance as investors seek to identify the next big winner in AI.

Tune in every Monday and Friday for in-depth Market Analysis, Recaps, and a featured Stock & ETF.

Thanks for reading and have a great week!

-Ryan

@Theinvestingauthority