The View from 5th Avenue – 16 July 2025

Groundhog day? As we officially start another earnings season, it seems all eyes continue to be trained on tariff talks and the volatile relationship between the White house and Jerome Powell. Trump took to the TV to state, he still has no plans for replace Powell, but he may reconsider that position if the DOJ finds evidence of fraud in the massively overbudget “renovation” of the Federal Reserve headquarters. Markets swung broadly all morning, seemingly found footing around the close in Eu…

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