Markets
Macro
The market stays steady with a slight downturn this week, with no significant movement. The biggest news of the week is Powell holding interest rates despite Trump’s call for cuts. In addition, the economy has shown signs of cooling, with first-half GDP growth slowing, consumer spending decreasing, and the labor market contracting. Yet, inflation is still above the 2.7% which most likely held the Fed Chair back.
Market Intel
Wall Street Banks Strike Capital Deals
Many of Wall Street’s banks are expanding the use of risk transfer deals to lower exposure from prime brokerage divisions. This allows them to free up cash to lend to hedge funds in pursuit of a great share in the strong-performing market.
Columbia reaches $221 Million Settlement with U.S.
Columbia University has agreed to pay the United States government 221 million dollars to settle multiple civil‑rights investigations, including claims that the school failed to protect Jewish students and faculty from harassment. The deal restores hundreds of millions in frozen federal research grants and sets up an inde…
Small Cap Performance Potential
Roughly 12 months ago, small caps outperformed mega-cap stocks in July. The catalyst for this was high valuations for large caps compared to discounts for small caps. Additionally, loose interest rate expectations and the hope that Candidate Trump’s tariffs would eliminate competitive pressure for small caps boosted their performance. The dot-com bubble…
Current Affairs
Four Killed in NYC Office Shooting
On the evening of Monday, July 28th, a gunman opened fire inside the lobby of 345 Park Avenue. This building houses the NFL’s headquarters, Blackstone - an investment firm, and Rudin Management - a real estate firm. The shooter killed four people and wounded a fifth before ultimately taking his own life, and was later identified as Shane Tamura, a 27-ye…
News
More From the Week
Union Pacific and Norfolk Southern officially struck a merger deal to create the country’s first coast-to-coast railroad.
Roughly 1 in 10 U.S citizens have a net worth of over $1 million. This is the most out of any country, and four times that of second-place China.
A powerful 8.8-magnitude earthquake struck off Russia’s Kamchatka Peninsula on July 29, 2025, triggering tsunami warnings across the Pacific, including Hawaii and the U.S. West Coast, but the resulting waves caused only minor flooding and no major damage due to effective early warnings and the quake’s offshore location.
Read the full stories and more at theweeklyyield.com.