Wall Street indicators approach historical peaks with the decline of fears

Wall Street has witnessed a new impulse at record levels, as investors have ignored recent geopolitical fear amid the hope that the Federal Reserve’s resumption of reducing interest rates will increase the outlook for the economy and US businesses. Treasury bonds fell next to the dollar. A 10 trillion dollars in an increase in the S&B 500, which was in the last period, led to the threshold of a falling market, the index led to a short time to close its standard on February 19 at 6,144,15 points. The index ended the session without this level, with 6.141.02 points. Giant technology shares have led the profits, and bank shares have risen after a veteran analyst said that “as long as there is no stagnation, the game continues” for these stocks. The “IX” index to monitor the fluctuations of stocks, which have a close succession, fell to 16.59 points after it was more than 52 points at the peak of the unrest related to customs duties in April. “The stock market has returned to record levels with the beginning of many cases of uncertainty. The market bet on the continued progress in the trade file, and the decline in tension in the Middle East gives investors more confidence.” Matches on three interests, bonds have risen after a set of economic data showed a trend that supports the bets to reduce interest of this year three times. Traders still expect officials to lower interest rates in September, with prices being fully reduced before the end of the year. A third reduction is made by about 50%. Short -term -testaic effects exceeded the rest of the return curve. The dollar has been closed at its lowest level since 2022. Consumer spending has seen the slowest rate of growth in the first quarter since the beginning of the Corona Pandemic. As a result, the gross domestic product has decreased by an average annual reduction of 0.5%. Repeated unemployment requests have risen to the highest level since 2021, while the initial requests have decreased. “The economy is delaying, but it is still firm. Although the numbers do not provide a compelling argument for optimistic or pessimists, the market is currently focused on the strength of the technological sector and the possibility of the” S&P 500 “index to return to record levels.” To the profit season, although the return from shares to levels near its historic summit is encouraging, there are many questions about the next catalyst that will push the market to higher levels, according to Stanley of “Graniett Bay Wellth Manager”. He said: “In mid -July, the profit season begins, and it will be a clearer measure of the extent of companies that deal with the uncertainty about customs duties during April and May, which have seen the most important risks.” He added: “The most recent danger is not to miss the opportunity, but rather to exaggerate the reaction to short -term news, which can lead to harmful investment errors.” Brett Kinwell of E -Toro believes that investors are looking for two things from the second -quarter results: Profit growth that exceeds expectations, and a positive recovery in gross domestic product growth. “If the second condition is reached, the United States will avoid the technical definition of stagnation,” Kinwell said. He added: “Furthermore, if the executive departments tell a positive story about the consumer and the current commercial trends, it should give investors more reassurance.” The return of the scene ‘Fear of missing opportunities’ as the stock market approaches a new standard level, individual investors flow to stocks. This group bought shares with a net worth of $ 3.2 billion during the five -day period ending Wednesday, according to data provided by Emma Wu of JB Morgan Chase & Co. Collected, in another aspect of this motivation to standard levels, investors rushed to the most volatile and speculative aspects of the market. “This is the beginning of the period of fear to miss the opportunity (FOMO) that occurs in the late stages of every structural rising market,” said Julian Emmanuel of Evecor Isi. He added: “What we surprised is the speed in which speculation was adopted, given the standard pessimism that prevailed only two months ago, and also in light of the continued mystery of the economy and politics.” Warnings on a possible correction with the leadership of technology shares for the most important US indicators in new summit, see technical analysts the possibility of a decline in the coming months, unless additional sectors join this increase. The version of the S&B 500, which is often a better scale for market participation, is still 4% less than the standard level registered in November. In “Barclays”, the streets, led by Ajay Rajdhaksha, expect the shares, despite the effects of the trade war. They said the concentration of investors in shares of customs duties and a draft tax law will turn to economic data and artificial intelligence. ‘Goldman Sachs’ believes that the fluctuations of the stock market will remain high in the second half of the year, in light of the ongoing economic and political ambiguity. The team, led by Andrea Ferrario, said inflationary stagnation is still a major threat to the balanced portfolios, amid inflationary risks due to customs duties. A number of Federal Reserve officials explained this week that they will need a few months to gain confidence in the fact that the price increases due to the fees will not lead to ongoing inflation. In an interview on “Bloomberg Servilles”, San Francisco Federal Reserve, Mary Dali, acknowledged that she saw increasing evidence that customs duties could not lead to a significant or sustainable increase in inflation. But she just indicated that she was open to an ‘fall’. The federal president in Richmond, Tom Parkin, said he expected the fees to put Saudi print on prices, and that the central bank should wait before adjusting interest rates. As for the head of the Federal in Boston, Susan Collins, she expressed her vision of the possibility of lowering at least one this year, but she saw that Julie would be very early. Expectations of a slight increase in basic inflation The expectations indicate that US inflation increased slightly in May, giving little evidence of major consequences caused by customs duties, which are consequences that federal expectations will become clearer later in 2025. Economists believe that the personal consumption expenditure index, except for food and energy, which is preferred for the federal, the basic inflation, with a rate of 0.1% in the third month, in third place, which is the calming, at a rate of a rate of 0.1% in the third month, which is the third month, with a rate of a tempo of a rate for the third month. third month, which is the calming. of an inflation period over three months since the pandemic five years ago. Stanley of ‘Granite Bay’ said: ‘Consumption costs that will be released on Friday will help confirm whether the latter’s slowdown in inflation data will continue. The market is eager to make sure inflation actually drops. If the lecture is low, it can increase the hope that the federal is a “granitic bay”. Meanwhile, a report pointed out that President Donald Trump is studying the appointment of his candidate to follow up federal president Jerome Powell before the end of his term. The Wall Street Journal reported that Trump could possibly announce his choice at the head of the central bank by September or October. “The messages of a new president who tends to facilitate the signs of the conservative powder can be overwhelmed, and it seems that it is the statement the market is taking, as it is clear from the increasing demand for treasury bonds,” said Ian Lingan and Galle Hartmann of “BM or Capital Markets”. “I don’t think that federal independence is at risk. I think the markets will quickly argue the decline in this independence,” Russell Brownback, a portfolio of a black rock portfolio, said Thursday via Bloomberg.