Important Market Views

1. Stocks Close the Month on a Decline

The month of July was recorded as a period of intensified profit sales in global markets. S&P 500 index 0.4% while in retreat, the Dow Jones Industrial Index 0.7% decreased. In contrast, the recovery efforts of big tech companies have kept the Nasdaq looking horizontal. Investors prefer to remain cautious due to rising interest rates and upcoming economic data.

2. Apple Rises, Amazon Falls After Earnings

Apple shares, performing above expectations iPhone sales and the day after strong financial statements 3% rise closed with. Despite Amazon's strong earnings announcement, AWS Margins If the analyst fails to meet his expectations 7% drop lived. This divergence has once again exposed the fragile nature of earnings in technology stocks.

3. Trump Revises Tariffs

US President Donald Trump has signed a decree reorganizing “reciprocal” customs duties covering dozens of countries. Syria %41 with the highest rate, while Laos and Myanmar %40Switzerland and South Africa respectively 39% and %30 Faced tax at the rate. In some Asian countries, such as Thailand, Malaysia and Taiwan, taxes have been reduced. Also, to imports shipped by transfer to evade customs duties 40% additional penalty to be implemented.

4. Focus on the NFP Report

At the end of the busy last week, the eyes of the markets are on July Non-Agricultural Employment (NFP) in his report. Analysts, 100,000 people employment growth and unemployment rate 4.2%Waiting for it to rise to. These results could point to a cooling labor market and signs of a slowing economy. Future data below or above expectations can create volatility in the markets.

5. Yen Weakens, Dollar Holds Strong

Japanese yen, after BoJ decisions to the lowest level in 4 months in retreat, USD/JPY ! 150 It has risen above its level. EURO/USD 1.14 around, GBP/USD, with the dollar maintaining its strong course 1.32 is trading at the level. The strong dollar is increasing pressure on emerging market currencies.

6. Gold Is Sluggish, Oil Is Stretching

Gold prices up after Fed's balanced inflation messages 3,300 dollars He looked horizontally in the vicinity. WTI crude, on the other hand, is driven by demand concerns and rising inventories in the US 1% decrease recorded. Pressure in energy markets is fuelling global growth concerns.

7. Bitcoin is retreating

As risk appetite weakens in the cryptocurrency market, Bitcoin proximate $115,000 regressed to its level. Similar declines were seen in other major crypto assets as a result of profit selling and macroeconomic caution. Analysts expect volatility to continue in the coming days.

Economic Data and Other Important Developments (Turkey Time)

• 09:00 — United Kingdom: House Price Across the Country
• 10:50 a.m. — France: Manufacturing PMI
• 10:55 a.m. — Germany: Manufacturing PMI Final
• 11:00 a.m. — Eurozone: Manufacturing PMI Final
• 11:30 a.m. — United Kingdom: Manufacturing PMI Final
• 12:00 p.m. — Eurozone: CPI Report
• 3:30 p.m. — USA: Non-Farm Employment (NFP) Report
• 4:30 p.m. — Canada: Manufacturing PMI
• 4:45 p.m. — USA: S&P Manufacturing PMI
• 5:00 p.m. — USA: ISM Manufacturing PMI and University of Michigan Consumer Confidence

The data to be disclosed today, in particular U.S. Non-Agricultural Employment (NFP) and ISM Manufacturing PMI will be decisive in the direction of global markets with its consequences. On the European side, Eurozone CPI report and Manufacturing PMI data is critical to the outlook for inflation. Investors will closely monitor central banks' interest rate policies and market pricing in light of these data.

5 Major Companies and Balance Sheet Results on the US Agenda

1. Apple (AAPL)

Apple surpasses expectations in its second-quarter financials $2.21 EPS per share explained (Expectation: $2.08). Revenues, strong watch of iPhone sales and increase in service revenues $90.3 billion reached its level.

Company shares with optimistic expectations after the balance sheet increased by 3%. In particular, the recovery in the Chinese and Indian markets attracted the attention of investors.

2. Microsoft (MSFT)

Microsoft with the momentum in the cloud and artificial intelligence segments $3.09 EPS per share explained (Expectation: $2.93). Azure revenues 28% growthshowed that the company's investments in artificial intelligence are paying off.

The stock is in the post-balance sheet session 2% premium.

3. Amazon (AMZN)

Amazon, with AWS profit margins below expectations despite strong overall revenue a mixed balance sheet presented. EPS 0,85 dollar exceeded expectations with (Expectation: $0.71), but share Dropped by 7%.

Investors saw the slowdown, particularly on the AWS side, as a cause for concern.

4. MicroStrategy (MSTR)

MicroStrategy releases quarterly EPS as impact of value increase in Bitcoin assets $210.40 explained as (Expectation: $0.80). This result, 260 times the expectation It means such an outstanding performance.

Company shares with investor interest despite volatility in crypto market increased by 12%.

5. Alphabet (GOOGL)

Google parent company Alphabet, with recovery in ad revenue and acceleration of AI integrations EPS 1.92 dollars explained (Expectation: $1.85). Revenues $87.6 billion exceeded expectations with.

The stock is in the post-balance sheet session 4% made a premium.