Alongside US data and trade developments, there will also be earnings releases to consider for equities in the coming weeks. That will especially make for a tricky end to July, not least with month-end in focus but also as we move closer towards Trump's next deadline of 1 August. This week will feature the big banks with the calendar highlighted by Greg here.
Big tech will only be reporting at the end of the month, so just be wary of that. The final week of July will feature Alphabet/Google (23 July), Visa (29 July), Boeing (29 July), Microsoft (30 July), Meta (30 July), and Apple (31 July).
