Earnings, Meme Stocks, and Macro Signals
Update: 2025-07-25
Description
This week’s topics include:
✅ U.S.–Japan trade deal and what it means for global risk sentiment
📊 Q2 earnings beat expectations—but growth is slowing
📈 Meme stocks signal renewed retail risk appetite
🏦 Central banks pivot toward holding rates—insights from the ECB and Fed
📉 Vanguard cuts U.S. equity return forecasts; bonds catch up
🌍 DeepMacro flags expansion in emerging markets
📌 Internal perspectives from Victor Zhou and Elena Zeng on portfolio positioning
📈 How Dantes Outlook is adjusting exposures across equities, bonds, commodities, and currencies
🔗 Join our exclusive client and advisor platform:
DantesOutlook.com/connect
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