Wall Street indicators vary with anxiety of the effects of Trump's fees
The relatively moderate inflation data could not calm the fear of the Wall Street for the effects of customs pests, as stock markets and bonds have lost to preliminary heights, amid bets that the Federal Reserve will currently remain interest rates. Technology shares have risen after the announcement of the “Envenia” and “AMD” businesses that resume a few chips to China, while traders watched the results of major banks. The S&B 500 index fell after it exceeded the level of 6.300 points earlier, and an index of US money giants dropped after Wales Vargo reduced its expectations for net interest returns. The shares of “JB Morgan” also dropped despite the investment banking division of the sudden profits, while the shares of “City Group” have recorded its highest levels since 2008 following the announcement of a plan to rebuild the shares. The short treasury effects led the reaction, but yields over the longest deadlines have also increased as the mortgage for 30 years exceeded the 5%level. The dollar rose 0.4%. Reducing the chances of reducing interest has recorded the basic inflation in the United States, a lower increase than the fifth consecutive month in June, but the details indicated that companies are beginning to succeed part of the cost of customs duties for consumers. Traders have reduced the possibilities of the Federal Reserve that more than one reduction in the interest this year, and the possibilities of movement in September dropped to only 50%. “The big demand for inflation is customs duties. It takes some time until the effects of the databases appear, but it is very likely that we are heading to a wave of inflation driven by fees,” said Saler Winand van Reagan Capital. He added: “The federal prefers to wait to see the results of various inflation reports and posts before taking any step.” In a related context, Treasury Secretary Scotts suggested that Jerome Powell decreases his membership in the Central Banking Council at the end of his term in May 2026. In response to a question whether President Donald Trump asked him to take over the position, Besent said: “I am part of the decision of the decision,” emphasizes that “the decision will make the decision in President Trump, and make the decision, make his own boutir.” Indicators at the beginning of the transfer of fees to the price basket, the consumer price index data, with the exception of food and energy, showed 0.2% compared to May. The drop in motor prices contributed to combating numbers, but the categories covered by Trump fees, such as games and home appliances, saw the fastest increase in years. Ellen Zintner of Morgan Stanley is of the opinion that inflation began to show the first signals of the impact of the fees. Despite the decline in services, but accelerating the prices of goods affected by the fees indicates additional price pressure on the road. “Although the impact of fees on inflation may be in the short term, the announcement of more fees requires that the federal should remain neutral for at least a few months,” said Sima Shah of Princess Acet Management. Kai Haig of Goldman Sachs aset Management has ahead in the market before July and August. She added: “At the moment, the federal guard and exclusion remain, but if inflation continues to calm down, the road will be paved for the resumption of the facilitation cycle in the fall.” During this month, traders have reduced the possibility of cash facilitation by the Federal Reserve. The powerful June Employment Data, released on July 3, led to a reduction in the interest after the next meeting was concluded on July 30, and expectations were reduced in September, which was fully confused at the end of June. Given the recent development in commercial policy, the federal is likely to remain cautious in its movements as the effects of inflation continue, according to Oscar Monuz and Jennadi Goldberg of TD Ciscorites. They said: “Today’s report showed the beginning of the transfer of customs duties to the inflation of basic commodities, and as long as the labor market remains strong, the federal can monitor and monitor its expectation during the summer.” Tiffany Wilding of Pimco has indicated that the federal will be considered a follower of the June report, as it justifies the high prices of goods affected by customs duties, while the ongoing slowdown in inflation services helps to support the reduction of interest in September and beyond. She said: “We believe that inflation will focus on certain commodities that will be the federal easier to explain the decisions to reduce interest despite the survival of inflation above the goal.” “If you think the economy is moving slowly, there is a logic in the expectation of inflationary pressure soon. But at the moment it is present, and the markets may begin to ask about the scope of potential prices.” She added: “It’s time for those optimistic to prove the bullish performance of the markets, the validity of their bets before we enter the quiet August as usual,” note that the markets will soon need strong basics that support these prices. A monthly poll conducted by ‘Bank of America’ has revealed a record return for fund managers to high -risk assets, powered by optimism about economic growth and strong profits. The rate of those who have taken higher risk sheets than usual has recorded the largest increase over three months since 2001. The Strategy Michael Hartnet of Bank of America said that it did not expect a significant decline in shares during the summer, explaining that exposure to stocks is still without ‘maximum levels’, and that the fluctuations of the mortgage are still low.