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Jul 11 Tariffs help Treasury post $27 Billion surplus in June

Jul 11 Tariffs help Treasury post $27 Billion surplus in June

$IHG $CRM $ASML

Mukund Mohan
July 11, 2025

Market

“The market is still hoping for a series of Trade deals that might remove the impact of higher inflation, but right now the next week is looking a little week” 😊 😋

Dow, NASDAQ and S&P500 ended the week lower

The next week will be nimble, with many stocks starting to feel the top with tariffs and earnings news coming up. So it would be a week of attrition (lower). But good earnings will turn things around is my general belief.

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Insights from the portfolio

Salesforce deep dive and 2025 outlook $CRM

The SaaS pioneer is trying to flex on the AI agents trend

stocksmarts.substack.com/p/salesforce-deep-dive-and-2025-outlook

Video of the day

Today’s video is on ASML $ASML ( ▼ 0.02% ) the semiconductor equipment manufacturing company.

Deep dive of the day

IHG Group Intercontinental Hotels deep dive and 2025 outlook $IHG – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/07/11/ihg-group-intercontinental-hotels-deep-dive-and-2025-outlook-ihg

Good setups for swing

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