Trade War Returns to Center Stage

In the July Market Strategy Report, we take a look at the administration’s latest tariff and trade moves, plus the job market, Q2 earnings and more. The Latest Tariff and Trade War Updates The Trump administration’s trade war is front and center again, although new reciprocal tariffs have been postponed by three weeks to allow more time for negotiations. Meanwhile, Japan, South Korea, Malaysia, and other countries have been warned that steep tariffs—ranging from 25% to 40%—will take effect if trade deals aren’t reached by August 1. In our free July 2025 Zacks Market Strategy Report1, we offer our analysis of the latest trade moves, including promises of “letters and/or deals” in the coming weeks. In this latest report, you’ll also learn about more key market and economic stories, including: The latest tariff and trade war updates Is the jobs market as strong as the numbers suggest? A closer look at Q2 earnings and what investors can expect Plus, more essential market and economic stories If you have $500,000 or more to invest, request this report today. Talk to a Zacks Wealth Advisor today. 1 Zacks Investment Management reserves the right to amend the terms or rescind the free July 2025 Zacks Market Strategy Report offer at any time and for any reason at its discretion. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. Zacks Investment Management, Inc. is a wholly-owned subsidiary of Zacks Investment Research. Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions. Zacks Investment Research is a provider of earnings data and other financial data to institutions and to individuals. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting, or tax advice, or a recommendation to buy, sell or hold a security. Do not act or rely upon the information and opinions given in this document without seeking the services of competent and professional investment, legal, tax, or accounting counsel. Publication and distribution of this document is not intended to create, and the information and opinions contained herein does not constitute, an attorney-client relationship. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors, or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Any projections, targets, or estimates in this document are forward looking statements and are based on the firm's research, analysis, and assumptions. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Recipients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this document. Certain economic and market information contained herein has been obtained from published sources prepared by other parties. Zacks Investment Management does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Zacks Investment Management considers to be reasonable. The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor's. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees or other expenses. An investor cannot invest directly in this Index. The volatility of the benchmark may be materially different from the individual performance obtained by a specific investor. Any investment inherently involves a high degree of risk, beyond any specific risks discussed herein. It is not possible to invest directly in an index. Investors pursuing a strategy similar to an index may experience higher or lower returns, which will be reduced by fees and expenses. Privacy Policy  |  Unsubscribe © Zacks Investment Management 101 N Wacker Drive, Floor 15 | Chicago IL 60606