🛡️ IBM & Chubb: Two Rock-Solid Long Plays While Markets Weather Uncertainty

As investors face rising volatility from tariff deadlines, geopolitical realignment, and election-year uncertainty, stability, cash flow, and consistent performance become essential. Two standout names—IBM (NYSE: IBM) and Chubb (NYSE: CB)—offer long-term strength, solid…

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💳 U.S. Credit Snapshot – Mid 2025

The credit markets are flashing warning signs. Rising consumer debt, tightening corporate lending conditions, and unsustainable government obligations are combining to form a fragile financial backdrop that could shake the broader markets.

1. Consumer Credit Pressures

• Total consumer credit outstanding has surged…

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If Trump’s administration fails to finalize key trade deals ahead of the July 9 tariff pause expiration, we expect heightened market volatility due to uncertainty around retaliatory actions, rising input costs, and pressure on multinational earnings—particularly in tech and industrials.



🔥 The Setup:

• The 90-day pause on Trump’s “reciprocal…

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📉 Market Update – Monday, July 8, 2025

Sentiment: Cautiously Bearish | Focus: Tariffs, Tech, and 23000

U.S. stock futures edged lower early Monday, with investors digesting President Trump’s latest tariff rhetoric, trade deadlines, and geopolitical tension, while tech indices like $QQQ hover at record highs.

As of 03:30 ET (07:30 GMT):

• Dow…

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