Market Information Thursday 24 July 2025

The Trump administration has unveiled a new AI strategy aimed at reducing regulation and promoting the global export of U.S. AI technologies, marking a sharp shift from Biden’s restrictive policies. Trump plans to boost AI growth by supporting exports to allies, removing state-level restrictions, and securing energy resources for AI data centers.

Japanese Prime Minister Shigeru Ishiba reached a surprise deal with U.S. President Trump to limit import tariffs to 15% instead of the previously announced 25%, boosting Japanese markets and automakers. Despite the relief, analysts note the deal will still slightly shrink Japan’s already weak economy, and political pressure on Ishiba continues to grow amid speculation about his resignation.

Investors in Amsterdam responded negatively to earnings from several companies, especially ASMI and CM.com, due to disappointing results and cautious outlooks. Market sentiment improved significantly after news of a U.S.-Japan trade deal with lower-than-expected tariffs, boosting European stock markets, particularly the automotive sector, ahead of anticipated deals with the EU.

The 6M Euribor decreased with 2 basis points to 2.03% compared to previous business day. The 10Y Swap increased with 6 basis points to 2.65% compared to previous business day.

In the attachment, today’s market data on money and capital market rates as well as other rates are presented.