US stocks: rally or overcorrection?
FT News Briefing
Forhecz Topher
4.4 • 1.2K Ratings
🗓️ 7 July 2025
⏱️ 12 minutes
🧾️ Download transcript
Summary
Israeli Prime Minister Benjamin Netanyahu visits Washington DC today to discuss a Gaza ceasefire proposal with US President Donald Trump, and US stocks are booming again despite uncertainty about the wider economy. Plus, Hong Kong’s stock exchange is attracting lots of companies, and venture capital is putting its own tech-focused spin on a private equity business model.
Mentioned in this podcast:
Israel to join ceasefire talks despite ‘unacceptable’ response from Hamas
Netanyahu and Trump to discuss new Gaza deal at White House
Are we rallying, or overcorrecting?
Hong Kong listings pipeline hits record high as equity market booms
Tech venture firms deploy private equity ‘roll-up’ strategy
Today’s FT News Briefing was produced by Sonja Hutson, Ethan Plotkin, Katya Kumkova, and Jess Smith. Additional help from Alex Higgins and Peter Barber. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show’s theme song is by Metaphor Music.
Read a transcript of this episode on FT.com
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Transcript
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| 0:00.0 | For over 40 years, Equinoor has been an energy partner to the UK. |
| 0:04.1 | During that time, we've played our part in the switch from coal to gas, |
| 0:07.1 | and we're working hard to help the UK's energy transition. |
| 0:10.1 | We may not have all the answers yet, but we're determined to find them. |
| 0:13.5 | Equinor, an energy company, searching for better. |
| 0:16.9 | 99.6% of Equinor's energy output is oil and gas. |
| 0:20.5 | Our investment in renewables and low carbon |
| 0:22.4 | solutions has increased from 4% in 2020 to 27% in 2024. Find out more at equinor.com. |
| 0:32.5 | Good morning from the Financial Times. Today is Monday, July 7th, and this is your FT News briefing. |
| 0:39.9 | Israel's prime minister is in Washington, D.C. today to talk about Gaza. And not everyone agrees about |
| 0:46.0 | what's fueling the current surge in U.S. stocks. Plus, venture capital is borrowing a business |
| 0:51.9 | model from private equity. I think the promise that VCs are making is that they can bring tech into the business and |
| 0:59.0 | really make it sing. |
| 1:00.4 | I'm Jess Smith, and here's the news you need to start your day. Israeli Prime Minister Benjamin Netanyahu will visit the White House today. |
| 1:19.5 | It's his third trip to Washington since Donald Trump returned to office as U.S. president in January. |
| 1:25.4 | The two leaders are expected to discuss a new ceasefire proposal that would pause the fighting in Gaza for 60 days. |
| 1:32.7 | During that time, Hamas would release some Israeli hostages, and Israel would release Palestinian prisoners. |
| 1:39.0 | Negotiatives from Hamas and Israel will be in Qatar this week to discuss the proposal further. |
| 1:50.3 | Music and Israel will be in Qatar this week to discuss the proposal further. U.S. stocks are on fire after a rough start to the year. The S&P 500 is up more than 20% since |
| 1:58.1 | mid-April and keeps hitting new highs. But here's the question, is this a real |
| 2:02.9 | rally or is it just an overcorrection? We asked Aiden Ryder what he thinks is going on. He's co-host |
| 2:10.0 | of the F.T.'s unhedged podcast. So we started this year with the market riding high. |
... |
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