Deals on deck

Trump plays three-card trick on trade, Bessent: several trade deals to be announced next few days, tax changes under the ‘big beautiful bill’ in one chart, the dollar is on track for its worst year in modern history, and Musk declares ‘America Party’ formed after Trump’s bill passes...

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Market Briefing
July 07, 2025

Good morning.

The Fast Five → Trump plays three-card trick on trade, Bessent: several trade deals to be announced next few days, tax changes under the ‘big beautiful bill’ in one chart, the dollar is on track for its worst year in modern history, and Musk declares ‘America Party’ formed after Trump’s bill passes…

📌 Before Elon left Washington, he worked on a massive project (not DOGE) that could trigger a financial shock. By July 22, this under-the-radar move could redirect trillions and send a very particular type of stock soaring. Get the full story here. *

Calendar: (all times ET) - Full Calendar

  • Today:
    none watched

  • Tomorrow:
    Consumer credit, 3:00P

Your 5-minute briefing for Monday, July 7:

BEFORE THE OPEN

As of market close 7/3/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 35.07% for Week of JUN 26 2025

Previous week: 33.21%.

Market Wrap:

• Futures fell after Trump confirmed tariffs start Aug. 1, not July 9
• Dow futures down 146 pts (-0.32%); S&P and Nasdaq ~0.4%
• Market had rallied on hopes harsh tariffs would be scrapped
• Aug. 1 now seen as next volatility trigger
• Prior orders still listed July 9, adding confusion over start date
• Some still betting strong earnings can keep rally alive

EARNINGS

Another light week. Here’s what we’re watching:

A MESSAGE FROM ALTIMETRY

Before he left Washington, Elon Musk left a "parting gift" to folks, which could help you double your money multiple times this year.

As you'll see, this final move has nothing to do with electric vehicles, the spending bill, or anything else being reported right now.

Elon even left behind a successor (another billionaire tech insider) embedded inside the White House to make it a reality.

Make no mistake... this is the Elon story no one is telling right now.

And it could create more wealth than all of his previous ventures... put together.

HEADLINES

August 1 is now the US deadline for when higher tariffs will be imposed on some countries if no trade deals are done, or under way.

Elon Musk said Saturday that he has formed a new political party, the “America Party,” which he claims will give Americans “back your freedom.”

  • Tax changes under Trump’s ‘big beautiful bill’ — in one chart (more)

  • Lutnick Says Trump’s Tariffs Will Take Effect on Aug. 1 (more)

  • Bessent: US close to several trade deals to be announced next few days (more)

  • Trump issues 10% tariffs warning over BRICS policies (more)

  • US trade wars breed jingoism worldwide (more)

  • Analysis projects $82.3B tariff hit to US firms (more)

  • Asian markets fall as tension rises ahead of tariff deadline (more)

  • The US dollar is on track for its worst year in modern history (more)

  • Gold declines as traders seek clarity on US trade deal talks (more)

  • Asian Markets Fall as Tension Rises Ahead of Tariff Deadline (more)

  • Investors traded a record $6.6 trillion worth of stock in first half of 2025 (more)

  • Google DeepMind to soon begin human trials of AI-designed drugs (more)

  • AI chip startup Groq expands with first European data center (more)

  • Jane Street’s cash machine comes to an abrupt halt in India (more)

DEALFLOW

M+A | Investments

  • AstraZeneca in talks to license Summit Therapeutics’ lung-cancer drug for up to $15B

  • Bunge completes $34B merger with Viterra

  • Hyatt to sell Playa's real estate portfolio for $2 billion

  • Chesnara to buy HSBC Life UK in $355M deal

  • TeamSystem acquires ClicData

  • Broadridge Financial Solutions acquired Acolin

  • LumApps merged with Beekeeper, creating an AI-powered “Employee Hub” valued over $1B

VC

  • Terrana Biosciences, a company providing RNA-based agricultural solutions, received $50 M from Flagship Pioneering

  • Hived secured $42M in Series B funding

  • Impossible Cloud Network, an enterprise AI cloud provider, raised $34M, valuing the company at over $470M

CRYPTO

  • DeFi, TradFi convergence could arrive sooner than expected (more)

  • Secret Service in US expands a global push against crypto scams (more)

  • Crypto adoption will be driven by high-growth markets, with or without US (more)

BULLISH BITES

💀 The death of American equities? Not so fast.

🇨🇳 China is quickly eroding America’s lead in the global AI race.

🦄 At least 36 new tech unicorns were minted in 2025 so far.

✈️ Hard-to-reach getaway spots you can now fly to easily.

DAILY SHARES

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