Rover’s Weekly Market Brief – 08/08/2025

Viewing Historical Data in Stock Rover

We have created a help section called How To ^[1] which provides concise, direct recipes for performing common tasks in Stock Rover.

The How To posts can quickly show how you accomplish things and help you use Stock Rover more productively. Today we want to highlight Viewing Historical Data in Stock Rover ^[2].

Economy

The U.S. Census Bureau reported ^[3] that new orders for manufactured goods declined (-4.8%) in June to $611.7 billion, following a sharp (+8.3%) increase in May. The drop was largely driven by a steep (-22.4%) decrease in transportation equipment orders, which fell to $113.1 billion as nondefense aircraft and parts dropped (-51.8%). Excluding transportation, orders edged up slightly (+0.4%). Durable goods orders declined (-9.4%) to $311.8 billion, while nondurable goods orders rose (+0.5%) to $299.9 billion. Shipments increased for the second month in a row, up (+0.5%) to $602.4 billion, with both durable and nondurable goods contributing equally (+0.5%). Unfilled orders rose (+1.0%) to $1.469 trillion, marking increases in 11 of the past 12 months. Inventories ticked up (+0.2%) to $945.6 billion, the eighth gain in nine months. Core capital goods orders—nondefense capital goods excluding aircraft—declined (-0.8%) in June, while core capital goods shipments rose (+0.3%).

The Commerce Department reported ^[4] that the goods and services deficit was $60.2 billion in June, a decrease of $11.5 billion from an upwardly revised $71.7 billion in May. Imports decreased (-3.7%) to $337.5 billion, primarily due to decreases in consumer goods and industrial supplies and materials. Exports decreased (-0.5%) to $277.3 billion, primarily due to a decrease in industrial supplies and materials, which was partly offset by increases in capital goods and consumer goods. The goods deficit decreased $11.4 billion to $85.9 billion, while the services surplus rose $0.1 billion to $25.7 billion. Year-to-date, the goods and services deficit has increased by $161.5 billion, or 38.3%, from the same period in 2024. Exports have increased by $82.2 billion, or 5.2%, and imports have increased by $243.7 billion, or 12.1%. The trade deficit with China decreased by $4.6 billion to $9.4 billion in June, as exports increased $3.1 billion and imports decreased $1.4 billion.

The Federal Reserve’s G.19 report ^[5] for June showed borrowing continued to slow as interest rates stayed high. Total consumer credit increased at a seasonally adjusted annual rate of 1.8%, a slight pickup from May’s 1.2% pace. Revolving credit—largely credit card balances—fell by 1.0%, following a steeper 3.5% decline in May, a sign that consumers are still tightening up on non-essential spending. Nonrevolving credit, which includes student and auto loans, rose at a 2.7% rate, slightly below May’s 2.9% gain. Overall, the outstanding consumer credit balance rose to $5.055 trillion, with $1.297 trillion in revolving credit and $3.758 trillion in nonrevolving balances. The slowdown in revolving credit growth comes amid persistently high credit card interest rates, with the average APR on accounts remaining elevated at 22.25%. The trend suggests households are feeling the weight of higher borrowing costs.

Upcoming Economic Reports:

Tuesday August 12 – CPI (MoM) (July)

Thursday August 14 – PPI (MoM) (July)

Earnings Calendar:

 

Monday	Tuesday	Wednesday	Thursday	Friday
Oklo (OKLO)	Cardinal Health (CAH)	AST SpaceMobile (ASTS)	Deere (DE)	Flowers Foods (FLO)
Mercury Sys (MRCY)	Cava Group (CAVA)	Cisco Systems (CSCO)	Applied Mat (AMAT)	Tonix Pharmaceuticals (TNXP)