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John Hancock: Weekly Market Recap Week Ended July 25

July 29, 2025

Magnificent 7 earnings

Approaching the busiest stretch of earnings season, seven mega-cap stocks are again expected to generate an unusually big share of overall second-quarter earnings growth. In aggregate, the so-called Magnificent 7 stocks were forecast to report average growth of 14.1%, according to FactSet. Excluding those big tech firms, the S&P 500’s other 493 stocks were expected to post much slower growth of 3.4%.

 

Market calm

A market gauge that tracks investors’ expectations of short-term U.S. stock volatility fell 9% for the week, extending a recent decline that’s pushed the index to the lowest level in five months. The Cboe Volatility Index on Friday closed at 14.9, down from a recent high of 21.6 on June 17.

 

GDP checkup

Looking ahead, Wednesday’s initial estimate of second-quarter GDP will show whether the U.S. economy rebounded in the spring from the first quarter’s negative result. From January through March, GDP decreased at an annual rate of 0.5%, in part due to an increase in imports in advance of rising tariffs. It was the first quarterly contraction in GDP since the first quarter of 2022.

 

Busy week ahead

In addition to a GDP report and more quarterly earnings, the new week will bring a U.S. Federal Reserve policy meeting that concludes on Wednesday and a jobs report on Friday. The Fed is widely expected to keep interest rates unchanged; the jobs report will show how July’s jobs growth compared with June’s bigger-than-expected gain of 147,000 jobs.

 

SOURCE: https://www.jhinvestments.com/weekly-market-recap#market-moving-news

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