MTC Market Insights

MTC Market Insights
Written By Amanda Center

August 1, 2025

Stocks Are Soaring

Key Takeaways

  • Tariffs remained in focus as new trade deals were announced, in advance of the August 1st deadline for tariff actions.

  • U.S. equities climbed to new records as annual earnings growth for U.S. Large Caps of 6.4% surpassed expectations (1).

  • Fed uncertainty and the new tax law contributed to some Treasury yield variation, but overall volatility remained subdued. 

Sources: 
  • 1 Financial data and analytics provider Factset
Amanda Center
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