5 risks for US stock market in the second half of the year

Some of the world’s biggest money managers fear that shares will not continue their increase in the second half of 2025 to see larger fluctuations. The markets conclude 6 months of problems, which lowered the “S&B500” by 19% of its peak before compensating for these losses. The index closed on a standard standard on Friday after the ceasefire between Israel and Iran was endangered. The last height was not sufficient for many institutional investors, suggesting that a series of risks face. During interviews with investment institutions, topics emerged, and the approach of the deadline for customs definitions, the difference in profit expectations, and inquiries about the US debt and the leadership of the “federal reserve”. Although the tensions between the United States and China are still the most important anxiety, they are aware of the possibility that it will be somewhat effective thanks to the commercial framework recently announced by the two countries. “We tend to be more careful than optimism,” said Joe Gilbert, director of the governor at ‘Integretti Asee management’. To add that expectations for the second half of the year are always determined by the starting point, and this point from the perspective of evaluation and the growth of profits is not attractive at all. One of his historical levels. They reach a much higher agreement than the current 10% level that applies to most countries. Agreements with Mexico and Vietnam. It is likely that there is hope on the final date. ‘The markets are no longer to ignore the risks, but’ the markets are no longer to ignore the risks. ‘And fluctuations. Therefore, we are not actively dangerous. ‘ The second. Trump’s $ 4.2 trillion tax reduction package, which will be a big vote in the Senate next week, could give a strong boost to companies suffering from the height of customs duties and the cost of rearranging their supply chains. Growing expectations. The certainty of the Iranian nuclear program. The tense relationship between the United States and China remains in a state of tension, and looks at the details of the commercial agreement announced by the two parties this week. Among the most important points or the Agreement will enable US businesses to reach the rare Chinese soil minerals, and whether it will remove obstacles for Chinese technology companies to obtain advanced US chips technologies. In May, it raised the concern of investors about his debt. The decline in stocks is still a little possibility. “But we have to be careful.” The end of his mandate next year. One of the risks mentioned by some investors is the possibility of the United States with an experience similar to the ‘Liz Trope’, which the UK saw in 202. The feeling that the independence of the next president of the federal reserve will not be the same as in the past. The multiplier is big thanks to the future interest rates and the flexibility of the most important technology companies. However, other companies believe that the high price impedes. “The stock markets often trade outside the United States with less complications, and we believe the void with the United States will continue to shrink.”