As Trump’s Tariffs Stoke Economic Uncertainty, the Fed Debates Its Next Steps

Private equity groups (PEGs) are gaining momentum following a provision in President Trump's new law that allows them to deduct more interest on debt through their acquisitions. This development positions PEGs, whose leaders support Trump, closer to accessing the lucrative $12 trillion 401(k) retirement market as they seek to restructure companies for profit within a few years. Want More Context? 🔎

Snowflake (NYSE: SNOW), an AI and data platform specialist, has witnessed its stock rise nearly 40% year to date, significantly outperforming the S&P 500's 7% increase, driven by its focus on AI and rapid revenue growth. However, concerns arise as the company continues to report substantial quarterly losses despite a market capitalization of approximately $72 billion. Want More Context? 🔎

Medpace (NASDAQ:MEDP), a clinical contract research organization, reported strong Q2 2025 earnings, achieving GAAP revenue of $603.3 million and EPS of $3.10, surpassing estimates of $538.8 million and $2.98, respectively. The positive results led management to raise forecasts for the remainder of FY2025, reflecting ongoing operational success and top-line growth. Want More Context? 🔎

As of July 18, the S&P 500 index has risen 13.6% over the past year, though companies like Home Depot (NYSE: HD) and PepsiCo (NASDAQ: PEP) have seen declines of 1.8% and 15.9%, respectively. This market focus on short-term issues presents an opportunity for patient investors to benefit from dividends while awaiting a recovery in stock prices. Want More Context? 🔎

Global science and technology innovator Danaher (NYSE:DHR) reported Q2 2025 results on July 22, exceeding analysts' expectations with $5.94 billion in revenue and adjusted EPS of $1.80. Despite a decline in net earnings to $555 million, ongoing operational discipline led to an increased full-year adjusted EPS outlook, although challenges persist in Life Sciences and Diagnostics. Want More Context? 🔎

Despite longstanding rumors about Social Security's potential bankruptcy, the program is not at risk of running out of money, as it is primarily funded by payroll taxes. As long as individuals continue to work and contribute, Social Security can maintain benefit payments in some capacity. Want More Context? 🔎