Wall Street indicators are rising quietly amid the anticipation of the results of the company's enterprise
A relative calm prevailed in Wall Street with the increase in equities, while traders analyzed a set of expectations issued by companies. Treasury effects revenue carried their lowest levels during the session, with a $ 22 billion sale for 30 years, showing a long -term appetite, despite concerns related to the lack of US budget and the effects of customs duties. A few days before the informal launch of the profit season, which will see the announcement of the results of the major banks, the positive expectations of the “Delta Airlines” business increased the performance of the entire sector. The S&B 500 index reached a record level and approached 6.300 points. Tesla shares Rose thanks to their plans to expand the “robotics” service to the State California and Arizona. The value of “Invidia” has exceeded $ 4 billion, while Jensen Huang President Donald Trump will meet before a scheduled trip to China. Treasury bonds returned ten years with one base point to 4.34%, while the 34 -year -old bonds returned to 4.86%. Thursday’s auction was awarded at a return of 4.889% compared to the return of 4.890% for the initial version on the deadline at 1am pm New York Time. The decrease in unemployment subsidy requests was included on Independence Day within a week. The dollar remains varying. Conflicting risks to markets, markets swing between a set of conflicting risks in some cases related to customs duties, financial policies and the prospects for the “Federal Reserve”. However, the recent spate of warnings of Trump did not shake the trades, as happened when it was announced ‘mutual customs’ in April, as investors are currently focusing on expanding the final deadline to August 1. In a speech in Dublin, JP Morgan Chase CEO Jimmy Damon warned that markets are about the edition of customs duties. He also emphasized how important it is to reach an agreement between the European Union and the United States, saying that “the framework of customs duties must be completed.” “There is no possibility to achieve clarity on customs duties by August 1, which makes interest rates impossible,” said Tom Esai of the “The Ribpport”. He added: “The practical impact of the customs duties that is constantly postponed is to reduce the chances of reducing interest in September, which can keep rates high for a longer period and increase the possibilities of economic slowdown.” Alberto Musalim, head of the ‘Federal Reserve’ in Saint -Louis, said an increasing risk to inflation, but indicated that it was too early to determine if customs duties would have a permanent impact on prices. As for his peer in San Francisco, Mary Dali, she said she still expects two reduction in interest rates this year, and she has seen that the pricing effect of customs duties can be more moderate than expectations. Policymakers continued to borrow costs without changing this year, but a division has begun to appear regarding the number of expected discounts in 2025. Federal Reserve officials will meet on July 29 and 30. According to the price of futures, traders currently expect the central bank to lower the interest rate twice during this year. “Although the White House is likely to see a lot of ads in the coming weeks, the first of August is unlikely to be the end of the end of customs duties.” A new profit season and turned into market features with the approaching new profit season, investors may want to focus on stocks that have sudden opportunities for profits and cash flow, while diversifying their governors to include international equities, goods, energy infrastructure and hedging funds, according to Skali. “He is expected to show more clarity on customs duties as trade conversations continue,” said Mark Hevi of UBS World Resources Management. He added: “The declines in the ambiguity of policy have always been positive for stocks, and we believe that US commercial policy will turn to more stability in the second half of the year.” “The remarkable flexibility of the US consumer – besides US companies – was the hero in the first half,” I -Shurz investment strategy chief Christie Akolian told America. She added: “As we enter the profit season in the second quarter, the shares can get an extra group of low expectations.” Wall Street expects a very limited growth of S&P 500 in this profit season, with estimates of only 2% growth and a decrease in margins for the second quarter, according to Jenna Martin Adams and Wondi Song of Bloomberg Intelligence. They said: “Although it is a very low level – in fact it is the weakest growth in two years – but the market may need to confirm that the momentum of profits in the second half will improve.” They added: “Our advice form indicates that profits should easily exceed expectations, increasing the hypothesis of the recovery novel.” The “HSBC” streets, led by Max Keitner, said that the risky assets will remain supported, with less sensitivity to customs duties and the second -quarter reports of the major stimulant factors. They recommended that the relative weight gain with the current US market. They added: “Away from the current supporting situation in investor concentrations, we believe that the pessimistic narrative about the second -quarter reports season is in place.” They pointed out that “the weakness of the US dollar, improving directions of companies and low expectations is sufficient factors to achieve positive surprises. After customs duties advertising this week, any reduction in rates can also be considered positive.” Transformations in the performance of US stocks and the high seasonal risk in July are a remarkable shift in the performance of US stocks: Some of the biggest late late in the first half of excellence have begun, while the first winners lost their attractiveness this year. Investors earn profits and go to the late sectors, causing a transformation that made the energy sector – one of the biggest losers in the S&P 500 during the first six months – the first leader in July, according to data collected by “Bloomberg”. On the other hand, the communications services sector of the second best performance in the first half dropped to the worst performance this month. Strategists at Goldman Sachs, including Ryan Hammond, are advised not only to be limited to station in defensive or periodic shares. “While the general technical tendency of US stocks remains positive, the analysis of our session currently indicates a possible volatility window that could start at the end of July and stretch until October,” said Wallingsky of Jani Montgomery Scott. And Waterlsky also pointed out that the upward morale and market concentrations are large, and that the cards show the purchase saturation, and there are seasonal seasonal factors in the coming weeks, while the basic risks remain high in this environment. “The rise was stable, with several supporting winds raising morale along the way,” said Fouad Rizk Zada of “City Endex” and “Forex.com”. He added: “But with the continuation of the uncertainty about US commercial policy, the markets seem to need a new catalyst for the next phase of rising.” As a result, he believes that investors should not be surprised if the markets see some cohesion or a slight correction after recorded new tops.