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On July 1, regulatory filings revealed that Berkshire Hathaway raised its stake in Marubeni Corporation from 9.30% to 10.32%, and in Mitsui & Co., from 9.82% to 10.83%.

On July 1, Ed Yardeni, president and chief investment strategist of Yardeni Research, stated that he believes Waller is attempting to lower borrowing costs through hawkish rhetoric—by pushing down government bond yields that affect mortgage rates and auto loans: "We think there has been a new agreement between the Treasury and the Federal Reserve aimed at lowering the 10-year Treasury yield. Bessenbach and Waller are working as a team and have convinced Trump that the best way to lower borrowing costs is to take a tough stance on inflation and raise interest rates when necessary. This should help lower bond yields, thereby stimulating the economy." Bessenbach recently acknowledged the influence of the bond market and Trump's recognition of it. During a speech at the Economic Club of New York on June 23, Bessenbach stated, "More governments have been overthrown by the bond market than by cannon fire."

Odaily reports that Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs Group, stated that global equity markets are expected to maintain their strong momentum in the second quarter, with earnings growth among technology companies serving as a key driver. “As long as earnings continue to perform well and growth broadens out, I believe equities will continue to rise in the second half of the year,” Oppenheimer said, “The gains may not match those of the first half, but I believe the uptrend will be widespread.” He noted that earnings growth in the technology sector will persist, although investor focus is shifting from data center and cloud computing platform operators toward semiconductor and equipment manufacturers supporting the AI boom. (Golden Ten Data)