US stock indicators are rising amid betting on a close reduction in interest rates
A renewed buying flow that is increased as US share prices fall, while traders continue to evaluate strong profits results, amid betting that the Federal Reserve will soon lower interest rates. The effects recorded limited movements before a crowded schedule of US debt auctions. The appetite recovery of the risk of ‘S&B 500’ index has printed 1.5%in its largest wave since May. Almost all major groups were offered in the Standard Index of US Shares and closed about 85% of its businesses. Giant technology companies, which carried the largest burden of recent sales, led the profits on Monday. The shares of “Invidia” and “Meta” rose by at least 3.5%. The “Russell 2000” index added 2.1%to small businesses. Michael Wilson of “Morgan Stanley” said investors should benefit from the decline in US stocks due to strong expectations of profits during the next year. While David Costin of Goldman Sachs has indicated that managers have so far expressed confidence in their ability to alleviate the impact of customs duties on profits. Also read: Coal Wealth and Fear of Oil .. What is the commodity market waiting this week? According to data collected by “Bloomberg Intelligence”, the Profits “S&B 500” exceeds the second -quarter expectations by 9.1%, which is equivalent to three times the previous estimates of the season, and this is the most powerful growth rate since 2021. The attention is focused on the developments of the trade. Traders obtain their signals from the results of profits, as well as any new developments in customs and trade. Larkin also pointed out that the most important question now is whether traders will consider any indications of a negative economic weakness of the market, or a motive for the Federal Reserve to lower interest rates earlier and not later. The bond market movement was relatively limited as the United States was ready to offer $ 125 billion to new debts of bonds this week. The dollar did not make a significant change. Oil prices have dropped with the evaluation of traders of the latest rise in supplies of “OPEC+”, while Donald Trump promised to punish India for buying Russian oil. Also read: Trump’s “secondary” fines: a threat to Russia or pressure on the Allies? “This week will be decisive: a conflict that is revealed between the season of traditional institutions, which indicates weakness, and individual investors who can see the decline an opportunity to buy,” said Mark Hackett of Nationwide. He added: “It’s a good experience to find out who really has business.” He added: “Given the future, the expectations indicate that the US stock market will continue to rise with the possibility of lowering interest rates and achieving strong profits for companies, paving the way for a renewed rise to the end of the year, and new expectations for the year 2026.” Jose Torres of “Entertainment Brockers”, who waited to find out the direction of the stock market. He added: “Time is enough to reveal things.” Meanwhile, Jeffrey Yale Robin of “Pirini Associated” said that US businesses are still one of the biggest US stock buyers, reflecting their confidence in their business despite the headlines concerned about the fees. In July, the re -purchase of the declared shares in July amounted to a record at 165.63 billion dollars, according to data collected by “Pirini”. According to the data, the total re -purchase that has been announced since the beginning of the year amounts to $ 926.1 billion. Questions on the duration of this recovery said Jenna Martin Adams and Wondi Song of Bloomberg Intelligence said that the question as the shares approach the record levels is whether this recovery is still sustainable. They added: “Managing the administration is at its highest levels in eight years, but the prescriptions reflect a more cautious tone with the increasing concern about fees and operating costs.” And they continued: “The market reflects this tension: the large and small businesses that are not punished, but whoever performs are rewarded in a limited way.” After a wide wave of high -risk assets at the end of last week, the shares also rose amid bets that federal interest rates will lower this year. Investors see a possibility of about 85% that the Federal Reserve reduces the interest rate by a quarter point in September, based on the benchmarks associated with the dates of monetary policy meetings. Although this percentage decreased from its peak of 90% on Friday, it was only about 40% before the publication of poor recruitment data. David Levkovitz said: “If the Federal Reserve begins to lower at the September meeting, we believe it will support the markets.” He added: “Through our positive vision versus profits, we expect more increase in US stocks in the next 12 months.” Manish Kabra and Charles de Basszon of ‘Societe General’ believe that US shares will extend their rise until next year, powered by an imminent reduction in interest rates by the Federal Reserve. They wrote in a note: “The federal reduction will reform the index,” and adds that the gradual reduction will be positive, while the violent reduction can push the markets to an evaluation bub. Although the work data on Friday does not indicate that the economy has incurred a recession, it shows that companies have employment freezing and hairstyles, so there is a clearer vision of policy and business confidence, according to Robert Rogerillo of the “Eagle Wildeh Management countryside”. He said: “The slowdown in the job market makes it easy for the federal to lower interest rates compared to the past week, and corresponds to a few warnings in Jerome Powell that the fees can delay the economy and create a state of uncertainty before small business employment plans.” A contradiction between the purchase of investors and the sale of managers while investors bought to US shares via Wall Street in July, which asked the S&B 500 index during the month to record 10 record levels, drivers formed a striking category that follows the opposite direction. The internal insiders in only 151 of the S&P 500 bought their businesses over the past month, which is the lowest number since 2018, according to data collected by Washington Service. While the sale of these managers delayed the shares in July compared to June, the purchase frequency dropped more, asking the purchase rate to sell the lowest level in a year. “In the short term, a positive sense of risks may be forced to face economic expectations, indicating slowdown, high enlargement and continuing political uncertainty,” said Sima Shah of Princess Acet Management. She added: “So far, companies have managed to overcome noise of the customs without apparent pressure, but the pressure is likely to increase.” President Donald Trump has an American escalation with India related to fees, and said he would “increase” to the United States in customs tariffs on Indian exports, due to the purchases of Russian oil in New -Delhi, a step that described India as unjustified amid the Eskalation of the two economic powers. At the same time, the European Commission is expecting Trump this week to announce executive by -laws to install customs duties on European cars and give exemptions to some industrial merchandise such as flight parts, according to people who are familiar with the matter. “Our primary scenario is still assumed that US drawings will eventually go to 15%. She added:” But in the short term, the oral nature of the trade agreements reached so far means that tensions can return to the foreground with the beginning of the details of the details. “