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 Daily News – 31July’25 

1. Asia-Pacific markets trade mixed as investors assess BOJ rate decision and fresh tariffs on India, South Korea: Markets Wrap

Asia-Pacific markets traded mixed Thursday as investors assessed the Bank of Japan's decision to stand pat on short-term interest rates at 0.5%. Investors are also evaluating the U.S.' blanket 15% tariffs on imports from South Korea and 25% duties on imports from India. South Korean auto stocks plunged following these tariff announcements.

2. S&P 500 closes lower, Dow drops more than 150 points as Powell signals Fed isn't ready to cut rates

The S&P 500 closed lower on Wednesday after Fed Chair Jerome Powell signaled the central bank isn't ready to cut rates. The index slipped 0.12%, while the Dow Jones Industrial Average fell 171.71 points. Powell stated that no decisions have been made about a potential policy change in September.

3. Gold falls as Federal Reserve holds key interest rate steady

Gold fell on Wednesday as the Federal Reserve held interest rates steady at its July meeting. Spot gold was down 0.7% at $3,301.82 per ounce. The federal funds rate will continue to be set in a range between 4.25% to 4.5%.

4. Oil rises 1% as investors weigh Trump's Russia stance, tariff threats

Oil prices climbed 1% on Wednesday as investors focused on President Trump's tighter deadline for Russia to end the war in Ukraine and his tariff threats. Brent crude futures rose 1.01% to close at $73.24 a barrel.

5. Dollar advances against peers after strong GDP data, Fed holds key interest rate steady

The dollar advanced against major peers following better-than-expected U.S. GDP data. The dollar index was up 0.4% at 99.29, on course to post its first month of gains this year. The euro extended losses, dropping 0.5% against the dollar.

6. Divided Fed holds key interest rate steady, defying Trump's demands for aggressive cuts

A divided Federal Reserve voted 9-2 to keep benchmark interest rates steady. The post-meeting statement suggested that growth of economic activity moderated in the first half of the year, although the labor market remains solid.

7. Trump announces 25% tariff on India plus 'penalty' for trade with Russia

President Trump announced that India will pay a 25% tariff beginning Aug. 1, in addition to a "penalty" for military and energy purchases from Russia. This rate is modestly lower than the 26% rate he previously announced on "liberation day".

8. U.S. and South Korea strike a trade deal with tariffs on Seoul set at 15%

The U.S. and South Korea reached a trade deal setting blanket tariffs at 15%. This represents a decrease from the 25% tariff Trump had previously threatened. Additionally, South Korea will provide $350 billion for investments selected by the President.

9. China's July manufacturing activity contracts more than expected declines for fourth-straight month

China's manufacturing activity pointed to a worse-than-expected contraction in July, marking the fourth consecutive month of decline. The official manufacturing PMI has remained below the 50 mark since April.

10. Trump slaps universal 50% tariff on copper imports; metal's price plunges

President Trump signed an order imposing a universal 50% tariff on copper imports. U.S. copper prices plunged as much as 18% in after-hours trading following the announcement. Major miners like Freeport-McMoRan and Southern Copper saw significant stock declines.

11. Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion

Microsoft shares jumped 9% in extended trading after reporting fiscal fourth-quarter results that beat expectations. The company reported Azure annual revenue topped $75 billion and expects over $30 billion in capital expenditures in the next quarter.

12. Meta shares climb 10% on revenue beat, raised forecast

Meta shares jumped more than 10% after reporting a second-quarter revenue beat. Advertising revenue for the quarter reached $46.56 billion. The company raised its third-quarter sales forecast to between $47.5 billion and $50.5 billion.

13. Qualcomm beats on earnings, highlights growth in Meta smartglasses

Qualcomm reported fiscal third-quarter earnings that beat Wall Street expectations. Net income was $2.66 billion for the quarter ending in June. However, the company expects to lose Apple as a modem customer in the coming years.

14. Arm shares slip as smartphone royalties disappoint

Arm Holdings shares dipped as much as 9% in after-hours trading. CEO Rene Haas confirmed that the company is "consciously deciding to invest more heavily" in technology and is considering designing its own processors.

15. Albemarle posts surprise second-quarter profit on lithium demand; shares surge

Albemarle posted a surprise second-quarter profit due to sustained lithium demand, causing shares to surge over 6%. Net sales were $1.33 billion, which was above analysts' expectations despite being lower than last year.

16. iPhone maker Foxconn joins $1 trillion AI data centre market with new alliance

Foxconn is taking a 10% stake in TECO to form an alliance focusing on the AI data center market. The partnership combines TECO's expertise in energy storage with Foxconn's AI server manufacturing.

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