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General Discussion

malaise

(286,799 posts) Mon Jul 7, 2025, 10:51 AM Jul 7

3

Markets not happy

That is all

7 replies

= new reply since forum marked as read

Highlight:

Markets not happy (Original Post) malaise Jul 7 OP

These Greg_In_SF Jul 7 #1

Wellextortion letters malaise Jul 7 #2

I actually thought the markets would be more unhappy than this. OLDMDDEM Jul 7 #3

It's early malaise Jul 7 #4

Good point. OLDMDDEM Jul 7 #5

Check them now malaise Jul 7 #7

Insignificant dip today. What is significant is huge preponderance of downside risk vs. upside potential Bernardo de La Paz Jul 7 #6

Greg_In_SF

(381 posts)

1. These

Reply to malaise (Original post)

Mon Jul 7, 2025, 10:56 AM

Jul 7

"trade letters" going out today are creating uncertainty. The market hates uncertainty.

malaise

(286,799 posts)

2. Wellextortion letters

Reply to Greg_In_SF (Reply #1)

Mon Jul 7, 2025, 10:58 AM

Jul 7

Are not deals

OLDMDDEM

(2,617 posts)

3. I actually thought the markets would be more unhappy than this.

Reply to malaise (Original post)

Mon Jul 7, 2025, 11:04 AM

Jul 7

malaise

(286,799 posts)

4. It's early

Reply to OLDMDDEM (Reply #3)

Mon Jul 7, 2025, 11:06 AM

Jul 7

OLDMDDEM

(2,617 posts)

5. Good point.

Reply to OLDMDDEM (Reply #3)

Mon Jul 7, 2025, 11:08 AM

Jul 7

malaise

(286,799 posts)

7. Check them now

Reply to OLDMDDEM (Reply #3)

Mon Jul 7, 2025, 03:00 PM

Jul 7

Not happy at all

Bernardo de La Paz

(57,173 posts)

6. Insignificant dip today. What is significant is huge preponderance of downside risk vs. upside potential

Reply to malaise (Original post)

Mon Jul 7, 2025, 11:10 AM

Jul 7

Today's movement down (as of this writing) is small and not unexpected after the previous run to new highs. Markets get over-bought in the short run (we're there) and over-valued in the long run (we are there, 24+ EPS) and top-heavy (we are there, "magnificent 7" ).

The biggest thing impeding upward movement is uncertainty. Uncertainty will remain until the negatives kick in to the hard data, as I think they will later this year (slower than I thought in January). Trade talk deadlines are once again "flexible". The economy is resilient but not robust and is fraying a little.

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