On July 25, 2025, VW CFO discussed the impact of US auto tariffs, noting a 30% margin decrease due to EV ramp-up, tariffs, and restructuring. U.S. tariffs cost VW over €1.3 billion, leading to a cut in sales and profit margin forecasts.

President Trump proposed rebates for Americans with a certain income level, funded by tariff revenue which reached a record $113 billion in fiscal year 2025. The form of the rebate is unclear and may require Congressional approval.

On July 25, 2025, Goldman Sachs Vice Chair Robert Kaplan stated that the U.S. economy is solid but experiencing sluggish growth, suggesting that the Federal Reserve should be prepared to potentially cut interest rates at the September meeting, given the current disinflationary environment.

Davis Commodities Limited (DTCK) is evaluating tokenization initiatives, including U.S.-based stablecoin licensing and ESG-linked commodity flows, estimating that tokenized trade could unlock $1–3 billion in settlement volume over the next 36 months.

On July 25, 2025, markets were influenced by trade agreements and discussions, with Asian markets mostly falling and European markets opening lower, as investors awaited more trade agreements before the August 1 tariff deadline set by US President Donald Trump.

On July 25, 2025, Bitcoin's price fell to around $115,000, attributed to profit-taking and large whale sales, with 40,000 BTC transferred to centralized exchanges in a day, eliminating $390 million in futures contracts.

Gold's seasonal trends are expected to drive mining stocks and ETFs to new highs, with an average 5.2% increase between mid-June and late September, driven by Indian demand, and gold stocks tending to amplify gold's gains with an average 8.2% increase.

In 2025, the Shanghai Stock Exchange launched a new framework to facilitate more companies, especially private enterprises, to issue bonds and attract investors, with 53 bonds worth 37 billion yuan ($5.2 billion) already sold under this mechanism.

On July 25, 2025, US Treasury yields traded lower, with the 10-year Treasury yield declining to 4.388% ahead of the Federal Reserve meeting, as interest rates are expected to remain on hold.

Reports published around July 25, 2025, discuss potential risks to the U.S. stock market, highlighting concerns about unsustainable highs due to excessive liquidity and a potential $500 billion liquidity drain impacting the market.

On July 25, 2025, gold prices fell, with spot gold prices falling over 1% to $3,334.20 per ounce, attributed to diminishing fears in global trade and a stronger US Dollar.

For the week of July 28 - August 1, 2025, long-term interest rates are expected to fall, with the FOMC expected to hold steady on policy interest rates, and attention focused on the direction of monetary policy.

Capital Economics views China's industrial overcapacity as a geopolitical threat, noting that export prices have dropped and 30% of manufacturers are losing money due to a 40% investment-driven growth model.

The upcoming week features key economic reports and policy decisions, including US GDP, jobs, and inflation figures, as well as a Federal Reserve meeting and high-level trade talks between the U.S. and China in Stockholm.

Donald Trump and Ursula von der Leyen met in Scotland to discuss a potential EU-US trade deal, which may set a 15% baseline tariff rate on European imports, as both sides work to avoid 30% tariffs on European imports ahead of the August 1 deadline.

BlackRock's Rick Rieder sees a resilient US economy driven by a strong service sector and moderating inflation, and is bullish on AI, automation, and data-driven business models, calling it the most exciting investment period in decades.

India and the U.S. are negotiating a trade deal, with talks expected to resume in August 2025, as Commerce Minister Piyush Goyal expressed confidence in securing an interim trade deal with the US before the August 1 deadline, potentially avoiding 26% tariffs.

On July 25, 2025, Deutsche Bundesbank President Joachim Nagel stated that the ECB's decision to hold interest rates this week was appropriate, as inflation reached the 2% target and uncertainty around U.S. tariffs remained high.

On July 26, 2025, the Federal Reserve, led by Chair Jerome Powell, met to discuss interest rates amidst mounting political pressure, coinciding with the release of economic data including reports on gross domestic product, employment, and the Fed’s preferred price metrics.

Mehmet Şimşek, Minister of Treasury and Finance, stated that the Turkish economy has overcome challenges and entered a positive cycle, emphasizing credit rating upgrades that confirm the success and resilience of the economic management.

The IMF approved a $625-million program for Chad, with an immediate disbursement of $38.5 million, aimed at ensuring fiscal sustainability, supporting development, and boosting social spending.

On July 25, 2025, Bloomberg's 'The Close' covered the S&P 500's weekly gains, market trends, and expert insights, including discussions on market positioning and potential risks, as investors assessed trade deals and prepared for a Federal Reserve meeting.

On July 25, 2025, oil prices fell, with WTI crude settling near $65 a barrel and Brent crude slipping to $68.44, attributed to a stronger dollar and fading trade deal hopes, as the market assesses uncertainties surrounding a possible US-EU trade agreement.

Asian stock markets closed lower on July 25, 2025, with the Japanese Nikkei falling by 0.88% and the Hang Seng in Hong Kong decreasing by 1.09%, as investors anticipated a trade agreement between the U.S. and the EU.

U.S. stock futures edged higher on Friday, driven by optimism over trade deals, with the S&P 500 rising 0.14%, Nasdaq 0.05%, and Dow Jones 0.19% ahead of the August 1 deadline for tariffs.

On July 25, 2025, US benchmark equity indexes were higher, with the Dow Jones and S&P 500 rising by 0.47% and 0.40% respectively, and the Dow Jones closing at 44,901 and the S&P 500 closing at 6,388, fueled by expectations of a trade agreement between the United States and the European Union.

On July 25 and 26, 2025, oil prices fell to a three-week low, with Brent crude futures falling to $68.44 and WTI crude falling to $65.16, due to negative economic news from the US and China and signs of growing supply.

Daybreak Europe on July 25, 2025, reported on the global stock rally hitting the brakes due to uncertainty over U.S. rate cuts, with European markets tilting down .10 of a percent.