Articles by Kyle Rodda
Market Mondays: Tariff Deals, Tech Earnings and Fed Signals
This week will be very busy on the economic and earnings calendars with key events like the FOMC, BOJ, NFPs, and key tech earnings happening in the next few days.
10:03, 28 July 2025
Alphabet Q2 Earnings Preview: AI search monetisation and cloud growth in focus
Investors look for signs of further AI monetisation.
12:38, 22 July 2025
Tesla Q2 Earnings Preview: Long term headwinds persist despite signs of improvement
Tesla earnings expected to pick-up but challenges for the company persist
13:25, 21 July 2025
Market Mondays: August Tariff Deadline, Central Bank Uncertainty and Earnings Test
Focus on earnings season, tariff news and ECB meeting this week as markets brace for more information ahead of the August 1 deadline
10:01, 21 July 2025
US CPI Preview: Inflation data to test Fed’s tariff assumptions and policy expectations
US CPI data could impact the Fed's views on tariffs, inflation and monetary policy
19:00, 14 July 2025
Market Mondays: Equities shrug off trade threats—but correction risk builds
Market momentum remains strong despite Trump's latest tariff threats as hope for deals continues
09:44, 14 July 2025
RBA expected to cut rates again: markets look for dovish clues
The markets have fully priced in an RBA cut, with attention at this meeting on the central bank's guidance.
13:51, 7 July 2025
Trade Deadlines, Market Sentiment, and U.S. Resilience: what to watch this week
US equities continue to push to new highs as market sentiment remains strong heading into the key July 9 tariff extension deadline
09:53, 7 July 2025
Markets price in a flurry of trade deals heading into the July 9 US trade deadline
Will July 9 be an end to trade uncertainty or Liberation Day 2.0?
11:38, 4 July 2025
Trump’s “Big, Beautiful Bill”: What it means for markets
Trump's signature spending bill could have a major impact on financial markets
11:31, 3 July 2025
