More stock market records, more trade deals, more trade talks — plus, lots of earnings

The S&P 500 rose every day last week as it supports the market, both in the works and when it was announced. The index is entering the last tension of a strong July at record levels. The S&P 500 won approximately 1.5%for the week. Nasdaq did not go to the wires this week, but it increased by 1%and closed in another record. Before the last trading day of Thursday, the S&P increased almost 3% in July 500, and NASDAQ increased by 3.6%. The best session of the week came on Wednesday after President Donald Trump announced the night that he called the "Great" Trade Agreement with Japan before the last date of August 1st. The agreement has emerged from Japan, including cars, a 15% tariff for goods entering the United States of America. In contrast, Japan will invest $ 550 billion in America and open its market for more imports than the US, the focus of commerce is now passing to China and the European Union. Next week, Treasury Secretary Scott Bessent travels to Stockholm to discuss the expansion of the negotiation window with the Chinese authorities for a trade agreement. Trump on Friday, about the EU, said that an agreement with the trade block only saw "50-50 chances". The President plans to meet with EU officials in Scotland on Sunday. .Spx .IXIC 5D Mountain S&P 500 and NASDAQ 5 -day performance was the other major news of last week's trip to the Federal Reserve on Thursday. The Central Bank toured the renovation site with FED President Jerome Powell. They talked to journalists and had a memory that was disturbed by the renewal costs. Trump showed that he no longer intends to fire Powell. The President told journalists on Friday, said he had a "good meeting" about Powell and interest rates and believes that the FED will begin to cut them. Powell has kept the rates constant since December 2024, saying that central bankers need more time to see how final tariffs would affect inflation. In the economy, the current home sales report in June was published on Wednesday and followed by new home sales on June. Although the sales of both are slower than expected, the reports left when the prices were related. According to the National Real Estate Association, the median price of a previously owned house in June was $ 435,300 from year to year and 24 months. However, the government data showed that the median sales price of new houses sold last month is $ 401,800-under the previous year. It is important to monitor housing price trends, because it can give us signals about where shelter costs can go, which has been an important factor that makes general inflation rise. The second quarter earnings season began in full gear and the results are better than expected so far. According to Factset, one -third of the S&P 500 has already reported, 80% of them provided surprises against both sales and earning expectations. In the club portfolio, we received news from Danaher, GE VERNOVA, Capital One, Honeywell and Dover. Talk about an explosion. GE VERNOVA entered the three -month pressure close to the highest levels of all time and created a highly high expectations bar. Stock was awarded with record levels and performed the best performance of the week with 12% earnings. In 2025, stocks have doubled this year against 8.6% of the S&P 500. GE VERNOVA reported strong order growth and solid EBITDA margin expansion on Wednesday. FAVÖK means interest, tax, depreciation and earnings before the fire department. Strong accumulation growth also gives us confidence that the last market demand remains healthy. "This is to make unprecedented investments in accelerated electrification, reliable power, grilled infrastructure and carbon carbonization solutions," CEO Scott Strasik said. He said. On Tuesday, Danaher gave a strong series of results, albeit against relatively low expectations. Thanks to the power in all important working segments, the company has left behind expectations in the upper and bottom lines. While sales in China's biotechnology and life sciences increased, the positive figures were left in the shadow due to the weakness in the diagnoses due to the supply program based on the volume of countries. The quarter was enough to ignite a relaxation rally and keep us on behalf of it. Danaher was our second best artist this week and rose by 8%. Despite a good week, the stock still fell 10.5%. Capital One presented a noisy quarter on Tuesday due to Discover integration. While stocks are among our lost this week, there is a 2,5% decrease and more than 19% roll. We have seen enough quarters to confirm our opinion that there will be some serious long -term benefits caused by acquisition and payment network. Capital One is one of the only two banks in the world with its own credit card network, the other is American Express. This advantage of this advantage will benefit from the growth of earnings and we will seek to reward the stock with a higher fold as the integration progresses and the management game plans. On Thursday, we were surprised by Dover's decrease in more than 4% stock. In addition to the upper and lower line, the company reported a record -tuned segment EBITDA margin with a acceleration in reservations that provide visibility to the future. He also summarized various growth and productivity investments to support long -term growth. The management, which combines strong results, increased the full year appearance on both income increase and corrected earnings per share. Dover lost about 1%for the week. Like Dover, Honeywell Stock remained on Thursday morning, although the results were largely better than expected. The stocks decreased by 5.2%in the worst performance of the week. Although there were some weaknesses in aviation and space and segment margin performance, we were pleased with the explanation provided by the administration, and we believed that the weakness provided a purchase opportunity before we thought that it would be a separation for three separate operations. The division will begin in the fourth quarter of this year, in which the management continued with the separation of aviation and space in 2026, where the administration has returned to developed materials and will leave the automation business as a third public company. Next week, we will gain seven club names, including Amazon, Apple, Meta Platforms and Microsoft. (See here for the full list of Jim Cramer's philanthropist's confidence in the charitable trust. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. 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