Limit Up!

Limit Up! 25th July 2025

Written by Ian Reynolds | Jul 24, 2025 10:56:33 PM

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Overnight

Economic Indicators Released Overnight

ECB holds and US Jobless Claims stageate at current levels, leaving markets quiet. Canada Retail Sales came in as expected but show the consumer on the back foot.

Madame Lagarde;

  • Economy is resilient
  • Environment exceptionally uncertain
  • Inflation at target
  • Wages growing more slowly

Note that

  • Digital Euro now front and centre
  • Talking about higher long end rates


Equities, apart from TESLA cheered as we made new all time highs but low volume and volatility.

US Equities

Breaking

Donald Trump and Jay Powell spar as US president visits Federal Reserve [FT]

Bitcoin

The consolidation continues as poor price action gets, again, negated by buying at lower levels.

BITCOIN/USD Daily

Commodities

Gold breakout fails as price looks to revisit support at $3,300.

GOLD/USD Daily

Foreign Exchange

DXY near long term support again, for a second attempt at breaking lower.

DXY Daily

Equities

Tesla’s second-quarter revenue fell about 12% year‑over‑year to approximately $22.5 billion, missing analyst expectations by a few hundred million. Net income declined roughly 16%, landing around $1.2 billion, with adjusted EPS of $0.40—below forecasts. Deliveries dropped to 384,122 vehicles, down ~14% year-over-year. Elon Musk warned of “a few rough quarters” ahead amid expiring U.S. tax credits, intensifying competition, and uncertainty over autonomous‑vehicle regulation. Despite the softness, Tesla touted progress toward volume ramp‑up of a lower‑cost model and expansion of its robotaxi pilot launched in Austin.

Price breaks support which recently has been a buying opportunity. Watch the close today.

TESLA Daily

Interesting

Trump said he considered breaking up Nvidia; signs 3 orders to support AI [investing.com]

Economic Indicators Today