Wall Street indicators ignore fees for fees and approach standard levels

A strong increase in the shares of major technology businesses has supported a wide recovery in the US market, as the value of ‘Invidia’ company has reached 4 billion dollars for a short period. US Treasury bonds rose after a successful $ 39 billion auction, while Brazilian Riyal fell strongly after President Donald Trump announced the imposition of customs duties by 50% on the import of Brazil, in one of the highest rates to be implemented in the new package in August. Investors sent the S&B 500 index at a distance from just a few points from its standard level, and ignored the concerns associated with the commercial escalation. According to the ‘Fear and Heights’ index of CNN, the markets are now in a state of ‘serious greed’, referring to the strength of the bullish momentum. The stock of huge business index rose 1.1%, with ‘invitation’ expanding its profits from the beginning of the year to more than 20%. Another reference to the appetite for risk by “forming” the $ 112 thousand dollars for the first time. A new wave of fees and inflation fears that Trump has released a new round of customs claims on Wednesday, stating that Brazil will face one of the highest fees so far. In his speech, Trump indicated that former President Jayyar Bolsonaro had treated the authorities and called on the authorities to drop the charges against him in the case of an alleged coup. “The markets have entered a tranquil period despite the stream of trade addresses,” said Mark Hackket of the company “National”, adding that “the market response to the rise and decrease in the news of the fees has become dull, and the next motivation will be the profit season, which can be some volatility of the great rise and the high investment expectations. potential need for a period of cohesion. ” In the bond market, a five -day sales wave stopped, with bond yields falling 10 years by 6 basis points to 4.34%. And the sale of $ 39 billion value has attracted a $ 4.362%yield, which is slightly less than the pre -insertion levels, indicating that demand has exceeded expectations. $ 22 billion is expected on Thursday for 30 years. An disagreement within federalism on the impact of the fees The minutes of the last meeting of the Open Market Committee in the Federal Reserve (June 17 and 18) showed a division between officials on the interest rates, powered by various views on the impact of customs duties on inflation. The report says: “While some participants indicated that the fees would lead to an increase in prices without long -term impact on inflationary expectations, most of the participants saw that the danger of more sustainable effects on inflation existed.” Although this concern has contributed to postponing the decision to reduce interest, Northwitt’s Chris Zakarili believes that it does not change the dynamics of the emerging market. He said: “Most investors believe that the economy is strong and that the profits will remain steadfast, and they are excited to buy shares. But we see that careful is necessary, because we have not yet seen the full impact of fees on corporate profits and consumer spending, given the postponement of the implementation of many of them.” Indications for raising risk appetite, according to Mark Hackett of “National”, the return of the “S & B500” index to periodic piccasses, indicates a strong appetite for risk, and this may be related to a positive interpretation of recent data. He added that the index regained some technical momentum with the support of strong leadership in the sectors of industry, money and technology. He said: “The rise of Enadia today, to become the first company that exceeds the $ 4 trillion threshold is the latest example of this momentum.” The rise of “Invidia” stocks came after an incredible recovery of a difficult start for the year, when it raised concerns about the slowdown, driven by the competition of the Chinese company “Deep Sick” and Trump’s commercial war, pressure on the appetite of the risk. Since the beginning of 2023, the share has risen by more than 1,000%, and the company currently acquires about 7.5% of the total weight of the S&P 500, which is one of the highest rates. According to the strategies of “Facebook Investment Group”, the historically huge businesses tend to continue with their increase after exceeding certain trillion thresholds of market value. The return of fast funds and institutional optimism. Quick money investors gradually returned to the US stock market after missing the upward wave, raising opinions that shares could rise to unprecedented levels. The BNB Pariba Bank scale shows that investor centers, including trade consultants on goods, fluctuations and hedging funds, are approaching a continuous increase in equity centers, the neutral level. This comes after a rise of a few months, which has encouraged the ‘S & B500’ from the rim of the falling market to new tops. According to the bank, the last time the institutions focused so much on shares amid a sharp recovery in 2023. Craig Johnson of Piper Sandler said: ‘We believe the general trends of shares stay upwards, even with the concerns about the trade war. Although the shares in the short term have some pressure, the investors have been more differentiated. The Goldman Sachs group has raised its expectations for US shares, based on the ongoing power in the largest US businesses as one of the factors that drive the market to more height. “If the scenario is as expected, economic activities have resolved, profits, especially in the technological sector, continued and negative surprises have remained within possible limits, then the market has the opportunity to climb until the end of the year,” said Anthony Sagelbine of “Amerebraiz”. But at the same time, he warned that “the dangers of disappointment are now great, especially after seeing how quickly the general investment narrative has changed as a result of the sprout of advertising issued by the White House.”