Goldman Sachs flags slow growth, sticky inflation, rising yields, but stays bullish stocks

Market shifts from stagflation fears to euphoria; 65% expect soft landing. 80% of S&P 500 beat earnings, but some warn of unwarranted optimism.

US slaps 15% tariff on SK imports, avoids higher levies. SK to invest $350B & buy $100B energy. Traders watch trade deal impact.

Trump ends duty-free imports <$800! E-commerce faces higher costs, logistics firms may gain. Trade deficit focus.

US economy rebounds 3% in Q2, beating forecasts despite tariffs. Traders eye underlying growth trends.

Trump's 50% copper tariff shocker sends prices plunging; Canadian producers breathe sigh of relief.

Fed keeps rates at 4.25%-4.5%, ignoring gov't financing needs. Powell: mandate is inflation/jobs, not debt costs.

Brazil faces 40% US tariffs, but key exports like iron, steel, and orange juice are exempted. Traders eye sector impact.