Jul 8 The market awaits trade deals and earnings

$C $CFLT $ANET

Author

Mukund Mohan
July 08, 2025

Market

“Things that dont affect the immediate consumer including copper are going to see a large tariff update ” 😊 😋

The markets were trading in range before tariff news

14 countries starting Aug 1st will face steep tariffs unless they get a deal done. They range from 25% on Japan and South Korea to 40% on Philippines. the markets are calling bluff on the implementation of the tariffs however.

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Insights from the portfolio

Confluent Deep dive and 2025 outlook $CFLT

The streaming software maker is stuck in a long term consolidation

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

Video of the day

Today’s video is on Arista Networks $ANET ( ▲ 0.01% ) the networking company.

Deep dive of the day

Citigroup deep dive and 2025 outlook $C – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/07/08/citigroup-deep-dive-and-2025-outlook-c

Good setups for swing

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