Wall Street indicators fly supported by commercial calm between Washington and Beijing
The Wall Street bets argued that the commercial ceasefire between the United States and China represents the end of the comprehensive customs duties war, the “S&B 500” index rising by more than 3%, while the market’s defensive angles such as bonds, gold and secure currencies. The dollar has recorded its biggest profits since the increase that the election followed in November. The recovery in the appetite for risk and the decline in the recession to lead the standard index of shares above the “Liberation Day” level announced by President Donald Trump on April 2 also led to the “Nasdaq 100” entry into a emerging market, after it landed 20% of its standard peak about a month ago. In conjunction with the possibility of reinstating inflation forecasts, Treasury effects have increased, in light of the traders who reduced their bets on the Federal Reserve, interest has reduced interest to only twice during the year 2025. For large investors who used at the same time to defense measures, this rapid recovery in the markets formed at the same time. Matches such as the sale of the dollar on the open, bets on the fluctuations of the shares, and expected several interest cuts, one of the most popular offers in mid -April. But everyone suffered serious losses. It seems that the dismantling of these centers can add more momentum to the wave of recovery. Commercial negotiators of the two largest economies in the world announced a major decline in customs lights on Monday, a temporary ceasefire and a major reduction in customs duties after two days of high -risk talks in Switzerland. In a carefully coordinated joint statement, the United States fees on Chinese products reduced to 30% from 145% for 90 days, while Beijing reduced its fees to most commodities to 10%. “No one expected this low rate of fees on China,” said Jeff Bushbinder of LBL Financial. “This is a big positive surprise.” He added: “There is still a risk of returning fees to the end of the freezing period, but it is reassuring to exclude the worst scenarios.” The S&B 500 exceeded its average moving average for 200 days, the Nasdac 100 jumped by 4%, and the Dow Jones Industrial Index added more than 1000 points. The ‘Seven Greats’ index (Apple, Amazon, Envenia, Alphabet, Meta, Microsoft, Tesla) also recorded a 5.7%jump. Trump reported that he spoke to Apple CEO Tim Cook, which coincides with reports that the company is considering raising prices. The shares of pharmaceutical businesses had an increase due to the bets that they survived the worst scenario, while Trump was aimed at reducing the prices of medicines prescribed in the United States. The markets respond … and the dollar increases its profits, the return on bonds has increased by 12 basis points to 4%. The ‘Bloomberg Instant Dollars’ index jumped by 1%. “The biggest reduction in the expected fees between the United States and China, despite being temporary, and creating a framework to continue with the talks is exactly what the stock market looks forward to,” said Carol Shlev of “BM or Private Wildetle”. According to Ulrich Hoffman-Borchardi of UBS Global Wild Management, the risk question indicates that investors did not expect a positive result so quickly. She added that the agreement is in line with the primary scenario of her business, which is supposed to be real US fees on Chinese imports between 30% and 40%. She continued: “The investor focus is now focusing on indicators on the possibility of turning this temporary solution into a permanent agreement.” The arrows of shares and limited optimism about profits, while Matt Mali of Miller to Tobacco said that the news of a trade agreement between the United States and China is definitely positive for the stock market. But he wondered if this change would be sufficient to significantly pay the growth of profit. “Think of the matter as if it were a temporary upliftment of a commercial ban,” said Kali Cox of Rytholz Wellth Management. “Customs duties are still high, and Americans are likely to experience high prices, and companies may not make major strategic changes in the wake of this agreement. But trade between the United States and China may open more, which currently means more delivery and lower shelves.” Regarding Jimmy Cox of “Harris Financial Group”: “The road is still very difficult for a real deal.” He added: “The good news is that this ceasefire gives US businesses more time to adjust and develop alternative plans if commercial talks are turned away again. With a little luck, the expected tax package will succeed, and investors will no longer be concerned that trade tax reforms are undermining.” The market trends under the influence of Trump’s statements, investors who followed Trump’s social media advice over the past month, one of the biggest waves of the “S&B 500” index during his reign. After the decline caused by Trump’s announcement of ‘Liberation Day’ fees, the index rose strongly in the month that followed its saying on April 9 – hours of a few hard fees frozen – it’s ‘nice to buy’. Trump confirmed this message on May 8 when he told reporters that economic expectations justified the tendency for shares. Morgan Stanley said morale to the US stock market was improving, but it confirmed that the time was still early to launch the security whistle for investors. In a memorandum released on Monday, the strategic team, led by Michael Wilson, explained that there are four factors needed to maintain a more durable increase, but that only two of their progress has reached: “Optimism about a trade agreement with China, and the stability of corporate profits.” The memo continued: “The other two elements on our list – a more facilitated position than the federal, and that the return on the effects for ten years is less than 4% without the rating data – it has not yet been reached.” Inflation and growing under a microscope at the beginning of the week with good news at the trading level that has encouraged the shares to climb will be on inflation data, retail sales and profit results to maintain this momentum, according to Chris Larakin van E -tyan, attached to Morgan Stanley. “There is still controversy over the extent of the disturbance of the supply chains, and perhaps the slowdown in growth.” He added: “While numbers that support the inflationary recession can weaken the upward morale, the economy still looks firm, as Jerome Powell pointed out last week.” The barter contracts linked to the upcoming Federal Reserve meetings have shown that the markets have now priced a reduction with only 56 basis points until December, a decrease of about 75 basis points last week. Traders still expect a quarter of a quarter -point reduction in September. Adriana Kogarpar, a member of the Federal Reserve, said the customs duties followed by the Trump administration are likely to increase inflation and economic growth, despite reducing the last fees on China. “Commercial policies are constantly changing, and that is likely to continue to change, even this morning,” Cogarpar added on Monday in pre -prepared statements in Dublin. She continued: “But it seems that it will cause great economic consequences, even if the fees remain near the current announced levels.” As for Austan Golsby, head of the Federal Reserve in Chicago, he said in a separate interview with the New York Times on Monday that the current fee environment still poses major risks to high prices and slowdowns. He added that the temporary nature of the commercial agreement between the United States and China, and the general high levels of customs duties is still a burden on the economy.