The postponement of Trump's fees pays the S&B 500 to reduce the losses

The “S&B 500” index has managed to reduce most of its losses during the trading of Monday, supported by the renewal of the investor’s hopes of postponing the imposition of US customs tariffs. Markets have seen serious fluctuations in light of the constant concern about the impact of trade tensions between the United States and its partners, especially Canada and Mexico. However, news about possible discussions to alleviate commercial restrictions has contributed to the calming concern and the return of some investors to the market. At the same time, the US dollar continued its stability against the major currencies, while the returns of the US Treasury bonds were some decrease, which is an indication of the increasing expectations that the Federal Reserve could intervene to support the economy if needed. The markets are still awaiting new developments on US trade policies, amid anticipation of more statements from the White House about the possibility of negotiating the customs tariffs. “The situation has been constantly changed and developed,” said Victoria Green of the G -square Special Resources Management Company: “Right now, our basic theory is that most of these definitions are temporary, and it is likely to be diluted by concessions from countries. The postponement of customs definitions confirms the opinion that Trump uses it as a negotiation tool, but it is still reluctant to cause economic pain for the Americans. However, his statement of the state of emergency and the imposition of customs tariffs in Canada, Mexico and China is the biggest protection action a US president has done for almost a century. The ability of the US economy is the most important issue of the ability of the US economy to bear the effects of a possible trade war. This anxiety has appeared in the bond market as short -term relationships have risen while long -term yields have fallen. “We believe that customs definitions are mainly a negotiation tool for President Trump, it is difficult to determine whether it will remain temporary, or there is a scenario in which an agreement is reached that reduces the definitions,” Yong-Yo said, not of “BM or Wealth Management”. He added: “Patience must be made and opportunities seized; there is a good time to take daring steps, but it’s not time yet.” The S&B 500 index fell 0.8%, while the shares of car companies, semi -conductors and heavy industries during the session were some recovery from the lowest levels, but it affected most. The demand for the defense sectors has increased, reflecting the investors’ efforts to secure ports. The Nasdaq 100 index fell 0.8%, and the Dow Jones Industrial Index fell 0.3%. The “Seven Greats” index (Alphabet, Enfeda, Amazon, Meta, Microsoft, Tesla) fell 1.7%, while the Raseb 2000 index for small business index fell by 1.3%. The uncertainty is established, the shares of the shares of companies exposed to the risk of customs tariffs of the “UPS” group fell 3.1%. The VIX -Street of Fluctuation -Index (VIX) has risen to more than 18 points. US Treasury bonds have not changed long and decided at 4.53%. The Bloomberg index of the dollar power increased by 0.1%. The Mexican Bizo rose 1.8%, while the Canadian dollar rose 0.9%. “Our view is that due to the distribution of uncertainty, we will not make any radical changes,” according to Jeff Robin of the company “Percy Associated”, adding: “But we will be reluctant to pump new money into the market until the image becomes clear.” For David Livkitz of UPS for global wealth management, customs tariffs can already lead to fluctuations, “but in our basic scenario we do not believe that the Trump administration will take action that affects the prospects for economic growth or corporate profits.” “At this stage, we doubt that the definitions of customs on Canada and Mexico are long -term, if they are mainly implemented,” Keith Lerner and Michael -SCOORS of consulting services said, adding: “Until the vision is clear about the duration or size of the definitions, these measures add a condition of disgrace to the supply and price of chains for many companies – America. ” At JP Morgan Asset Management, David Kelly believes that investors have all the reasons for anxiety about a commercial war, as it has “the ability to create an inflationary stagnation effect, which increases inflation and interest rates with negative impact on growth and profits.” The most vulnerable shares said Kelly. Jose Torres of “Inter Activ Brockers” said: “Commercial consensus is what the US economy needs to avoid turmoil and expand the non -inflationary growth path,” and adds: “The escalation in commercial discourse and disputes over global trade will affect revenue, costs and profit margins, making it difficult to make the profits.” The risk exists that a 5% decline in US equities in the coming months, as the latest round of customs tariffs imposed by the Trump administration affects the profit expectations, according to Goldman Sachs analysts led by David Costin. Costin said that if these definitions continue, it can reduce its expectations for the gains of the S&B 500 by 2% and 3%, without calculating the consequences caused by the tightening of financial conditions or changes in the behavior of consumers and businesses. He also warned that the fair value of the index could fall by about 5% in the short term due to the impact on both profits and stocks. The RPC Capital Markets, led by Laurie Calvasina, notes that the definitions of customs on Mexico, Canada and China increase the risk of the S&P 500 index exposed to a decline of between 5% and 10% this year. A true test, such as for Michael Wilson, a strategic analyst at Morgan Stanley, has made it clear that stock markets have so far handled the possibility that these definitions continue, but this perception “will be subject to an actual test when these definitions are long.” The hedge funds have continued to sell US shares for the fifth consecutive week, according to the data of “Goldman Sachs”, with fear increasing on the threat of artificial intelligence coming from the Chinese company “Deepseek”, and Trump’s promises to establish strict customs definitions on the largest commercial partners of the United States. Data shows that hedge funds have strengthened open sales of individual stocks, while the long centers were increased in total products. In contrast, individual investors bet the president would not risk the economic and market impact caused by customs tariffs as they pumped $ 2.1 billion to US shares on Friday, according to Emma Wu Analysis, the Strategic Expert of JP Morgan. The flow of money has not exceeded the billion dollar barrier except nine times over the past three years, as five of these cases occurred in 2025.