The View from 5th Avenue – 14 July 2025

One could’ve anticipated a proper Manic Monday given Tariff headlines to conclude the weekend (and today intraday), but TACO heads prevailed to only have a rather mundane Monday with a splash of M&A announcements, perhaps the calm before the start of earnings and slew of eco data this week. With that said, Major averages opened down, spending majority of the morning in the red (ex. the RTY Index-Russell 2,000) before clawing back into positive territory post EU close, firmly holding onto gains…

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