The Market Brief

The Market Brief

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The Market Brief
The Market Brief
The Market Brief

The Market Brief

U.S. futures edged lower during early trading on Tuesday while investors braced for news from companies on how tariffs are filtering through to their earnings.

Jul 22, 2025
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The Market Brief
The Market Brief
The Market Brief
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Impact Snapshot

  • 🟥 Fed Chair Powell Speaks - 8:30am

Macro Viewpoint

Despite losing some steam into the close yesterday, NDX/SPX marched higher ahead of a busy week of earnings. The market remains in low-vol, melt-up mode.

Meanwhile, US equity length remains at or below its 1-yr average and above multi-year average at a 72-78% historical rank as institutional investors are forced back into the markets.

The equity rally continues to defy mounting concerns around upcoming trade talks, with the market eyeing the August 1 tariff deadline.

Investors appear cautious as elevated valuations and a robust Q2 earnings period have yet to spark significant moves, suggesting a wait-and-see approach as details on potential tariff impacts remain unclear.

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