| 1 | NYSE parent ICE beats Q2 profit estimates: ICE saw record trading volumes amid heightened market volatility, with energy and financial ADVs rising ~26–30%, lifting revenue to $2.54 bn and adjusted EPS to $1.81. Executors expect 4–5% full‑year recurring revenue growth as IPO market rebounds. (Reuters, Reuters) | https://www.reuters.com/business/finance/nyse-parent-ices-profit-beats-estimates-volatility-fuels-record-revenue-2025-07-31/ |
| 2 | U.S. dollar posts first monthly gain of 2025: Driven by easing trade tensions and Fed’s patient tone, the dollar is up ~4.4% in July. A stronger greenback reflects renewed confidence in U.S. economic fundamentals. (Reuters) | https://www.reuters.com/world/africa/us-dollar-headed-first-monthly-gain-2025-trade-deals-lower-uncertainty-2025-07-31/ |
| 3 | Fed holds interest rates steady; dissent emerges: The Fed paused rates for the fifth time in 2025, with Governors Bowman and Waller favoring a cut. Powell emphasized inflation risks and labor market strength. (Business Insider, Reuters) | https://www.businessinsider.com/fed-holds-interest-rates-steady-jerome-powell-trump-2025-7 |
| 4 | U.S. business activity rises, tariffs fueling inflation concerns: S&P Global flash PMI hit 54.6 in July, services surged, but manufacturing slipped under 50; businesses raised prices due to tariffs. (Reuters) | https://www.reuters.com/world/us/us-business-activity-rises-tariffs-fuel-inflation-concerns-2025-07-24/ |
| 5 | FTC steps up scrutiny of “Made in the USA” claims: The FTC and class-action plaintiffs are warning retailers over unqualified MUSA claims, triggering revisions and compliance concerns. (Reuters) | https://www.reuters.com/legal/legalindustry/ftc-private-litigants-increase-scrutiny-made-usa-claims-2025-07-29/ |
| 6 | ICC warns tariff stockpiles fading — price hikes coming: Companies are expected to exhaust pre‑tariff inventories by end‑Q3, meaning inflationary pricing may soon be passed to consumers. (Reuters) | https://www.reuters.com/world/china/price-hikes-may-soon-bite-firms-sell-off-pre-tariff-inventory-says-global-2025-07-31/ |
| 7 | U.S./China business delegation heads to China: FedEx CEO Rajesh Subramaniam will lead a U.S.–China Business Council delegation to revive trade talks in light of an August 12 deal deadline. (Reuters) | https://www.reuters.com/world/china/us-business-delegation-visit-china-scmp-says-2025-07-27/ |
| 8 | Investors reset global portfolios as U.S. outlook brightens: Bearish bets against U.S. dollar and equities are unraveling as data, AI‑stock momentum and trade deals boost confidence. (Reuters) | https://www.reuters.com/business/finance/global-markets-dollar-graphic-2025-07-31/ |
| 9 | EPA reversal on climate ruling spurs business uncertainty: The White House revoked the “GHG endangerment finding,” potentially cutting $52 bn in compliance costs—but industry warns of legal and regulatory instability. (Reuters) | https://www.reuters.com/legal/government/us-reversal-key-climate-finding-spells-uncertainty-business-2025-07-30/ |
| 10 | Bombardier Q2 revenue dips, profits rise on strong deliveries: Revenue fell modestly, but net income beat analyst forecasts. Free cash burn was elevated as inventory buffers against tariff risks. $1.7 bn backlog boosted by aircraft orders. (Reuters) | https://www.reuters.com/business/aerospace-defense/bombardiers-second-quarter-revenue-dips-while-profits-rise-2025-07-31/ |