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The S&P 500 declined amid tariffs and labor market data. Weekly market recap, trading week 31/2025

Summary of the trading week using the most popular posts from the X platform

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Global Markets Investor
August 03, 2025

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In this series, you can find financial markets posts with the highest number of interactions from my X platform feed over the most recent week. I am aware that not everybody uses X regularly, so I thought it could provide some value to your analysis, and investment process. These posts are surrounded by extra charts, commentary and explanations of complicated topics.

US stocks dropped following disastrous labor market data and new tariffs announced by the US. As a result, US Treasuries rallied and gold jumped on Friday.

Is reality finally kicking in for the markets?

In case you missed it, other posts from this week are listed below.

⚠️Portfolio performance review as of July 2025

Assessment of my long-term investment portfolio as of July 2025

globalmarketsinvestor.beehiiv.com/p/portfolio-performance-review-as-of-july-2025

The Fed is still waiting despite slowing economy

No rate cut, no clarity on what's next, the Fed is going to be too late as always

globalmarketsinvestor.beehiiv.com/p/the-fed-is-still-waiting-despite-slowing-economy

📉Fiat money is in an eternal bear market.

Currency debasement is not a bug — it’s a feature of the fiat system.

globalmarketsinvestor.beehiiv.com/p/fiat-money-is-in-an-eternal-bear-market

⚠️CHART OF THE WEEK: Retail investors' market speculation reached historic levels

Individual investors are piling into the options market at the worst possible time

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-retail-investors-market-speculation-reached-historic-levels

The quality of US economic data is deteriorating

Inflation data is becoming a guesstimate.

globalmarketsinvestor.beehiiv.com/p/the-quality-of-us-economic-data-is-deteriorating

Market speculation is surging fast

Trading penny stocks and unprofitable firms is gaining popularity in the US

globalmarketsinvestor.beehiiv.com/p/market-speculation-is-surging-fast

🚨The world stock market is dominated by the US

At the same time, the US account for less than 5% of the world population

globalmarketsinvestor.beehiiv.com/p/buy-now-pay-later-bnpl-transactions-in-the-us-are-set-to-hit-a-record-high-in-2025-1

1) Weekly performance. In the first post attached, you can see last week’s performance of the major US indexes, the VIX volatility index, 10-year Treasury yield, the US Dollar, gold, silver, WTI Crude oil and Bitcoin.

- S&P 500 fell 2.4%
- Nasdaq index dropped 2.2%
- Dow Jones declined 3.0%
- Russell 2000 (small caps) plunged 4.2%
- US 10-year Treasury yield fell 18 bps
- VIX jumped 38%
- US Dollar index rose 1.2%
- WTI Crude Oil surged 3.4%
- Silver fell 3.5%
- Gold increased 0.5%

🔥This is the year of precious metals

Gold, silver and platinum are crushing US stocks and other assets this year

globalmarketsinvestor.beehiiv.com/p/this-is-the-year-of-precious-metalsthe-us-labor-market-headline-numbers-are-useless-1

⚠️CHART OF THE WEEK: Will the gold outperformance of the S&P 500 continue for years?

Food for thought regarding gold and the S&P 500 relative performance

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-will-the-gold-outperformance-of-the-s-p-500-continue-for-years

- Bitcoin dropped 3.9%

Is Bitcoin going to $1,000,000?

What to expect from the world's largest cryptocurrency in the coming months and years

globalmarketsinvestor.beehiiv.com/p/is-bitcoin-going-to-1000000

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For the trading week ending August 8, key events are:

- US ISM Services PMI for July on Tuesday

- US S&P Global Services PMI for July on Tuesday

- At least 5 Fed speakers

- ~15% of S&P 500 companies reporting earnings

Pretty muted week in terms of economic data, with tariffs still remaining a key focus.

2) Professional investors' dumping of US stocks is accelerating.

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