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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🇺🇸 GDP Report – Key Takeaways

The U.S. economy contracted by 0.5% in Q1, a bigger drop than previously estimated. That’s a significant slowdown, especially considering the last estimate was just a 0.2% decline. This marks the weakest quarter since early 2023.

What caused the drop:

• Surge in imports (rushed in before new tariffs) dragged GDP…

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⚠️ Market Valuations Are Flashing Red – Here’s Why You Need to Pay Attention

Today’s stock market is sitting on top of extremely stretched valuations, with the S&P 500 trading at a historical PE ratio north of 26, well above its 10-year average (~18–20). That means investors are paying 26 times forward earningsin a world full of economic and…

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📈 U.S. Stock Upgrades, Downgrades, and Earnings to Watch This Week

Updated: June 24, 2025

🔼 Analyst Upgrades Today

Euroseas (ESEA) was upgraded to Buy with a $62 price target. Analysts see major upside potential here.

Caterpillar (CAT) got a price target boost to $414. The outlook remains bullish on infrastructure and industrial…

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Here are today’s top tech stock opportunities that combine undervaluation with high-growth potential—ideal for fundamentally savvy investors:

🌐 Meta Platforms (META)

• What’s attractive: Oppenheimer raised its price target to $775 (from $665), citing improved ad revenue, eased tariffs, and AI momentum 

• Why it matters: Still trading at ~21× 2025 EPS,…

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