Market Pulse: Tariffs, Tech, and The Fed

Fresh news and strategies for traders. SPY Trader episode #1341. This episode provides a comprehensive market update for August 2025, detailing recent record highs in major US indices, a creeping caution driven by chipmaker weakness, and upcoming retail earnings. It delves into the impact of President Trump's international tariffs on companies like Tapestry, Amazon, Gap, Shein, and Temu. The episode also covers strong Q2 earnings from megacap tech giants like Apple, Alphabet, Tesla, Nvidia, Meta Platforms, Arista Networks, Expedia, and Monster Beverage, alongside significant stock movements for UnitedHealth Group and Intel. Economically, the US faces slowing growth, persistent inflation (particularly core CPI due to tariffs), and a moderating job market with rising unemployment. The Federal Reserve's steady interest rates are discussed, with a high likelihood of a September rate cut anticipated, awaiting signals from the Jackson Hole symposium.