Weekly Market Insights: Extreme Greed Signals & Stocks to Watch 7 July 2025

Good morning.

There is extreme greed fueling the market right now, with several stocks, including Nvidia, Broadcom, Microsoft, and Taiwan Semiconductor, hitting all-time highs.

Warren Buffett advises caution when the market gets greedy: “Be Fearful When Others Are Greedy”.

Here’s a summary of what to expect this week in the markets:

• July 9: Tariff pause deadline and FOMC minutes release — a pivotal moment for trade-sensitive sectors.

• July 8–11: Congressional vote on tax cuts and new breaks.

• July 10: U.S. Court of International Trade ruling on tariff legality.

• July 11: May PCE inflation data release, shaping rate cut expectations.
  
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