
07/22/2025
Earnings season just kicked off with big names reporting mixed results as trade tensions rise.
General Motors took a $1.1 billion hit from tariffs, while Coca-Cola beat estimates by raising prices. RTX delivered a solid quarter but cut its outlook. Northrop Grumman stood out by raising guidance after a strong beat.
Despite political noise, fund managers are upping equity exposure ahead of the August 1 trade deadline, betting on a Trump backtrack.
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