Wall Street indicators take off amid reluctance for risk before inflation data

The Wall Street investors rested before an important report on inflation from the major interests, to investigate their momentum after approaching record levels, while the US Treasury bonds were witnessed by fluctuations and the dollar rose. As the profit announcement season approaches its end, investors are on their way to economic data to search for indicators or reduce the Federal Reserve in September. The markets have not yet witnessed movements after reports that US President Donald Trump has expanded the suspension of customs duties on Chinese goods for another 90 days. The S&B 500 index remained below 6.400 points. Apple shares have decreased to their best week since 2020, while Intel shares have risen at the anticipation of its CEO with Trump. The yield on US Treasury bonds has led to 4.28%for 10 years, while the dollar index rose 0.3%. The price of “bitcoin” has risen for a period of 122 thousand dollars. Golden contracts maintained their losses after President Donald Trump said that the imported metal imports would not be subject to customs tariffs. The expectation of a slight increase in inflation The US inflation data scheduled for Tuesday is expected to reveal a slight increase in consumer prices, with retailers gradually increasing the prices of a group of goods subject to higher customs duties. “The response of the market to any surprises in the data can be exaggerated, especially if the reading of the consumer price index is higher than expected by a big difference, which can make the traders believe that the federal will not lower interest rates in the next meeting,” says Chris Larkin, the administrative director of the “e -tyan”. According to US administration officials, Michelle Bowman and Philip Jefferson, chairman of the Federal Reserve in Dallas Lori Logan, are considered taking over the Central Bank presidency next year. Officials said Treasury Scott Besent will interview additional candidates in the coming weeks. In a survey conducted by ’22 in research ‘, 18% of investors believe that the market response to the consumer price index data will be’ positive ‘, 43% said’ mixed ‘and 39%’ are negative ‘. Inflation expectations and its impact on monetary policy according to the average in the “Bloomberg” survey of economists, the basic consumer price index, which is a measure of basic inflation because it excludes food and energy, rose 0.3% in July. “There is no doubt that reading the consumer price index will not be good tomorrow, and the biggest question is: Does it matter? We believe it doesn’t matter. Inflation will remain stubborn with some obstacles, but the weakening of employment conditions will control federal expectations.” Money markets show that customers made more than two reduction in the interest by December, with a possibility of about 80% to reduce a quarter of a percentage point next month. According to the JP Morgan Chase team led by Andrew Tyler, there is a 70% event for more profits in the S&P 500 after the inflation data is issued, and they expect the index to rise by up to 2% if the data is identical or less than estimates, while the high lecture can lead to a drop of about 3%. Share and investment trends said Mark Hackett of “Neshenwide”: “There is no evidence that customs duties are affecting, retail flow is still strong, institutions are reluctant but still buying, and the activity of purchasing shares is moving to a record record.” It is also expected to continue the ‘cross trend’ until a broader setback is later in the year. And strategists in “Morgan Stanley”, led by Michael Wilson, believe that the poor reading of inflation data this week can give shares of small businesses and low -quality stocks “a more durable foothold”, adding: “We believe it makes sense that stock investors should remain careful” about the report. Meanwhile, “City Group” strategies increased their goal for the end of the year for the “S&B500” index to 6.600 points from 6.300 points, pointing out that companies achieved “incredible results”, and largely held on to their expectations for the second half of the year. Careful optimism despite the risks, “RBC Capital Markets” experts, led by Lori Calvasina, indicated that US companies adopted a more positive tone last week in post -profit calls, despite continuing uncertainty about consumer and capital expenditure. “Currently, investors are choosing to focus on what is before them, which is the growth of stronger profits than expected, strong long -term indicators in the field of artificial intelligence, and an economic background that is still coherent,” said Anthony Sajalpini of Amiriiz. But he added that the basic inflation data this week and indicators for consumer demand can challenge the relative reassuring investors to grow. He added: “So far, in the absence of concrete proof of the impact of customs duties, investors appear to be comfortable ignoring these risks temporarily.” High reviews and hedging recommendations made by a monthly survey by ‘Bank of America’, that a record percentage from fund managers see that US shares exaggerated in their evaluation after the sharp rise since the bottom of April, as about 91% of participants said US shares are higher than their fair value, which is the highest percentage of data. Shares are in line with their strategic criteria, they should consider implementing short -term fences, while those who have not assigned enough shares may be prepared to increase exposure to any possible refuge in the market. ‘Meanwhile, streets at Bank of America have reduced their view of the expected returns on treasury effects, and expects recent economic data will lead to a change in federal assessment of the risks, as a team led by Mark Kabana reduced its expectations for the end of the year for two years to 3.5%. At Geopolitical Level, Trump reduced expectations about his upcoming meeting with Russian President Vladimir Putin as part of his efforts to end the war in Ukraine, and described it as a ‘preliminary meeting’ and said he would consult with Ukrainian and European leaders after the meeting. Trump also said he hoped that China would increase its purchases from US soybeans, although he has so far not seized any consignments for the next season.