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The Monday Morning Playbook: Week of July 28, 2025

A month's worth of information in 48 hours

Good morning,

Some weeks are busier than most, but just the end of this week has enough market-moving events for an entire month.

Wednesday at 2:00 pm ET, the Fed will deliver their July decision, and potentially signal whether or not interest rates are coming by year-end.

Friday at 8:30 am ET, we get the July jobs report.

And in between those two events, four of the six largest companies in the S&P 500, totalling more than 20% weight, report earnings as well as a laundry list of 2025’s best-performing growth stocks.

Markets aren’t about predicting the future, but gun to my head, here’s how I see those playing out.

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