The Weekly Point from Il Chiaro Finanziario: Weekly Market News and Analysis (July 14 – 19, 2025)
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Weekly market news and analysis. This week, we observed a diversified financial landscape, with major stock indices showing cautious and measured movements, while some individual companies recorded surprising performances. Our goal at Il Chiaro Finanziario is to provide you with weekly market news and analysis to guide you through this scenario that resembles a road trip, with stretches of fast-moving highway and sudden accelerations.
Weekly market news: The Performance of Major Indices
Here’s a summary of how the world’s major stock indices performed, with an analysis of their changes over the last week and the last year. Our weekly market news and analysis will help you interpret this data:
| Index | Value | 1 Week Change | 1 Year Change | Il Chiaro Finanziario’s Perspective |
| Nikkei 225 | 39,819.11 | +0.6% | -0.6% | In a stagnation phase |
| DAX | 24,289.51 | +0.1% | +33.7% | Europe maintains leadership |
| S&P/ASX 200 | 8,757.20 | +2.1% | +9.9% | Significant weekly momentum |
| FTSE 100 | 8,992.12 | +0.6% | +10.3% | Set new historical peaks |
| S&P/TSX Composite | 27,314.01 | +1.1% | +20.4% | Canada shows robustness |
| Shanghai Composite | 3,534.48 | +0.7% | +18.5% | China gains momentum |
| NASDAQ Composite | 20,895.66 | +1.5% | +17.9% | USA tech sector is in good health |
| Hang Seng | 24,825.66 | +2.8% | +42.5% | Asia records the best performance |
| Dow Jones | 44,342.19 | -0.1% | +10.1% | USA in a stabilization phase |
| S&P 500 | 6,296.79 | +0.6% | +14.4% | A contained advance |
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🚀 Sudden Peaks and Somewhat Precarious Fundamentals: Featured Companies
While major indices saw moderate movements (with a weekly high of +2.8% for the Hang Seng), some mid and large-cap companies experienced extraordinary surges. For investors, it’s crucial to understand that, despite being prominent names, their ascent can be as unpredictable as that of smaller companies. Our weekly market news and analysis offers an in-depth look at these phenomena.
Top 5 Spectacular Gains (Mid/Large Cap):
| Ticker | Name | 1 Week Return | Market Cap | Il Chiaro Finanziario’s Perspective |
| NYSE:QS | QuantumScape Corporation | +58.6% | $8,180,000,000 | Speculative surge, weak economic fundamentals |
| NYSE:JOBY | Joby Aviation, Inc. | +47.7% | $14,960,000,000 | Strong enthusiasm for aerial mobility, high losses |
| NYSE:SOC | Sable Offshore Corp. | +41.3% | $3,150,000,000 | Offshore energy, marked price instability |
| NASDAQCM:RGTI | Rigetti Computing, Inc. | +40.9% | $5,020,000,000 | Wave of interest in quantum computing, negative margins |
| NYSE:MP | MP Materials Corp. | +40.1% | $11,080,000,000 | Essential raw materials, cyclical reactivation |
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📉 Underperformers: Stable Prices, but Weak Economic Data
This week, no mid/large-cap company experienced significant (double-digit) price drops. The real challenges emerge from the analysis of their internal economic data (balance sheets, profits), rather than market value. Here are the companies with the most fragile fundamental numbers, as shown by our weekly market news and analysis:
| Ticker | Name | P/E Ratio | ROE | Free Cash Flow Yield | Il Chiaro Finanziario’s Perspective |
| NYSE:JOBY | Joby Aviation, Inc. | -25.1x | -65.0% | -3.3% | Persistent deficit, projected growth in the future |
| NASDAQCM:RGTI | Rigetti Computing, Inc. | -36.5x | -85.3% | -1.2% | Nearly zero margins, only potential growth |
| NYSE:SOC | Sable Offshore Corp. | -5.8x | -200.5% | -9.9% | Negative operating result, high financial risk |
| NYSE:QS | QuantumScape Corporation | -17.3x | -39.9% | -4.0% | Minimal revenues, rapid cash burn |
| NASDAQCM:SBET | SharpLink Gaming, Inc. | -721.3x | -145.2% | -0.2% | Valuations that suggest strong caution |
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Most Important Macro Numbers of the Week (Detail):
- Stable (but elevated) Prices in America: The annual increase in US prices remained at 3.1%, as anticipated. This data indicates that the US Federal Reserve (the Fed) does not feel an urgency to modify interest rates. For more weekly market news and analysis on macro data, read on.
- US Labor Market Showing Slight Signs of Slowdown: The unemployment rate in the United States saw a modest increase, reaching 4.1%. This is the highest level in nearly two years, which could suggest a cooling of the dynamic labor market. However, weekly jobless claims decreased to 227,000, a better-than-forecast figure, confirming some underlying resilience.
- Italian Industrial Production in Decline: In Italy, manufacturing activities recorded a contraction of 1.2% month-on-month. This represents the weakest result since the end of 2023.
- High Mortgage Costs in America: In the United States, the average mortgage rate remained at 6.95%. This level continues to negatively affect housing demand and real estate prices.
- Weakening Outlook for the Dollar: A major financial institution, UBS, predicts that the US dollar will tend to depreciate in the medium term, estimating a EUR/USD exchange rate of 1.20. The outcomes of the upcoming European Central Bank meeting and Japan’s elections on July 20, 2025, could be crucial in influencing currency values.
Key Events That Moved Companies (Detail):
- Significant Software Agreement: A major agreement between Oracle and Rimini Street generated significant attention. Oracle will commit to reimbursing $37.8 million in legal fees to Rimini Street, ending a period of legal uncertainty for the latter. Rimini Street’s stock surged by approximately +30%, and its price target was raised to $6.
- Japanese Technology Driven by Artificial Intelligence: The Japanese company Disco, specializing in advanced technologies, has exceeded sales expectations, reporting record deliveries thanks to strong demand related to generative Artificial Intelligence. Although projections for the next quarter are slightly more conservative, the company’s management remains optimistic for the following quarter.
- Italian Luxury Sector Under Scrutiny: An Italian company in the luxury segment, Loro Piana (part of the LVMH group), has come under judicial scrutiny. It was placed under “judicial administration” due to alleged irregularities in its supply chain, with accusations of exploiting workers forced into grueling shifts with minimal pay and in non-compliant conditions. The court accused the company of “culpable negligence” in its controls.
Final Takeaway: Choose with Informed Awareness
This week has shown us that markets are in a phase of adaptation. European and Asian stock exchanges, with indices like the DAX and Hang Seng, are generating a wave of confidence and robust growth. In contrast, Japan and the United States show a more contained pace but on solid foundations.
It is advisable to pay attention to US indices: despite still positive returns, recent macro data suggest caution regarding further significant advances, absent new major economic impulses. The general economic context remains uncertain, and central banks show no hurry to reduce interest rates. We must prepare for persistent market variability and a slow return to more “normal” monetary policies. For this, Il Chiaro Finanziario supports you with its weekly market news and analysis in your decisions. For savvy investors, the real difference between a successful and a less fortunate investment will lie in the ability to make informed choices, looking beyond simple market price to evaluate a company’s true solidity.
