Markets
Macro
Markets reached all-time highs as investors are fueled by confidence. This ends the week on a positive note for the first couple of days of the second half of the year. The U.S celebrates its 249th year of independence.
Market Intel
S&P 500 Rally
The S&P 500 surged to all-time highs last week, despite a backdrop of international tensions and intensifying tariff wars. The index has climbed roughly 27% since hitting a 15-month low in early April, a period marked by reciprocal tariffs between the U.S. and key trading partners. Yet this rally has little to do with the tech giants that traditionally …
AI Regulation Remains A State Power
The push to block state level AI regulation collapsed in the Senate this week, shifting the trajectory of U.S. tech policy. A proposed 10-year moratorium, which was included in a larger economic package backed by the Trump administration, was removed after bipartisan opposition and pressure from governors and state lead…
Weakening Dollar
The U.S dollar has seen the biggest first-half drop in half a century, dating back to 1973. The dollar index has fallen roughly 10% in the first two quarters of 2025, reaching its lowest level in over 3 years. A combination of economic policy shifts and waning investor confidence drives this sharp drop.
Current Affairs
Big Beautiful Bill
The “Big Beautiful Bill” is the House Republicans' newest tax-cut and spending bill aimed at carrying out President Trump’s domestic agenda. According to congressional summaries, the approximately $4.5 trillion bill extends all of Trump’s 2017 tax cuts. It also cuts roughly $1.2 trillion from safety-net programs, including Medicaid and food assistance, …
Trump's Foreign Policy Tactics
President Trump’s recent foreign policy moves are making waves on the global stage, reviving a foreign policy style defined by rapid shifts, tactical ambiguity, and minimal coordination with long standing allies. According to the Wall Street Journal, Trump is now employing what’s been called “purposeful strategic ambi…
News
More From the Week
The WNBA announces planned expansion with new franchises in Cleveland, Detroit, and Philadelphia by 2030.
Lululemon is suing Costco for selling knock-off versions of its products.
Fed Chair Powell stated that the central bank would have cut rates if it had not been for new tariff announcements.
Liverpool and Portugal Star Diogo Jota and his brother, André Silva, unexpectedly passed away in a car accident this week.
Meta has poached several top AI researchers from OpenAI, with reports of compensation offers exceeding $100 million.
Read the full stories and more at theweeklyyield.com.