Selim Boukezouh
Edited
📊 MARKET BRIEF – AUGUST 25, 2025 Today’s must-know macro & market headlines from the US and Europe: 🔻UNITED STATES: Strategic Shifts & Market Tension -Wall Street opens lower despite last week’s rebound. The Fed may consider rate cuts after weak jobs data. -U.S. acquires a 10% stake in $INTC (Intel) for $11.1B via the CHIPSAct – a bold move in tech sovereignty. -Keurig Dr Pepper acquires $JDEP.NV (JDE Peet's NV) for $18.4B and plans a post-deal spin-off in 2026. 📌 Impact: Markets cautious, but tech and consumer sectors see major structural changes. 🌍 EUROPE: Confidence Rises, Trade Disrupted -German business sentiment hits a 15-month high – a strong signal for the Eurozone. -European postal services suspend parcel shipments to the U.S. amid tariff uncertainty. -EU–U.S. auto tariffs cut to 15%, hailed by European automakers (ACEA). 📌 Impact: Economic sentiment is improving, but cross-border trade tensions persist. 📉 In a nutshell: From industrial policy (Intel), to M&A waves (Keurig), and EU–US trade dynamics, global markets face a high-stakes macro environment.
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