Daily Market Analysis

2025-07-11

Mark As Read
Mark As Read

Review our intraday commentary to learn how we interpret price action and build a market narrative.

Drag the blue slider to reveal the day's price action. Dots on the timeline represent comments and can be clicked. View the table below for all market-related comments and annotated charts (including those from after hours).

Abbreviated Comments View all

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09:30:55
Pete
PRE-OPEN MARKET COMMENTS FRIDAY - Overnight Trump said that he is going to impose a 35% tariff on Canada on August 1st and promises to go higher if they retaliate. This is our largest trade partner and this could get...
09:32:03
Pete
Longer-term, prices will increase. Companies will try to circumvent the tariffs and there will be supply disruptions as they figure out the logistics. Ultimately, businesses will shift manufacturing to the US and that is Trump's objective. This is going to...
09:34:32
Pete
Investors are going to wait for proof and I believe it's coming. There is a lag to all of this. The Fed understands this and that is why they are not going to cut rates in three weeks (5% chance). In...
09:34:55
Pete
I think I just published my first book. Good morning!
09:55:48
Pete
Please vote
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