Market Highlights

Market highlights

2025-07-15

Wall Street traders parsing Donald Trump’s latest tariff remarks sent stocks mildly higher, with the market gearing up for results from big banks and inflation data. Bond yields and the dollar edged up. Oil fell as the US president’s plan to pressure Russia into a ceasefire with Ukraine didn’t include new measures aimed directly at hindering Moscow’s energy exports. The S&P 500 hovered near its record as Trump indicated he’s open to trade talks, even as he insisted the letters threatening new rates are “the deals.” While Corporate America is bracing for its weakest earnings season since mid-2023, lower estimates could be easier for companies to beat. As US financialgiants kick off earnings season Tuesday, strategists say subdued profit expectations are setting the stage for their sizzling run to continue. Stock-index futures advanced after Nvidia Corp. said it would restart some chip sales to China, while investors looked ahead to US inflation data to assess the fallout from President Donald Trump’s trade war.

2025-05-16

Wall Street traders sent bond yields lower as stocks bounced after tame inflation data combined with lackluster readings on retail sales and manufacturing bolstered the case for Federal Reserve rate cuts this year. The S&P 500 was little changed. The Nasdaq 100 slid 0.1%. The Dow Jones Industrial Average wavered. UnitedHealth Group Inc. sank 15% on a report it was under criminal investigation for possible Medicare fraud. Foot Locker Inc. soared 85% as Dick’s Sporting Goods Inc. reached a $2.4 billion deal to acquire the retailer.

2025-05-15

Wall Street’s epic rebound from April’s meltdown is showing signs of exhaustion on speculation stocks have run too fast amid risks stemming from a trade war to an economic slowdown and sticky inflation. After a 22% jump from last month’s intraday lows, the S&P 500 edged up just 0.1%. Most sectors fell, but big tech climbed. Boeing Co. gained on its largest-ever deal, with Qatar Airways placing an order for long-range jets during a visit to Doha by Donald Trump. The dollar erased losses as Bloomberg News reported the US is not working to include currency policy pledges in trade accords. Bond yields rose as Federal Reserve rate-cut bets receded.

2025-05-14

A rally in the world’s largest technology companies wiped out the stock market’s losses for the year on bets tensions around Donald Trump’s trade war are cooling, with inflation data showing limited impacts thus far. Equities climbed to the highest since February, the month that marked the S&P 500’s all-time high. The gauge was up almost 1%, with chipmakers leading the charge as Nvidia Corp. and Advanced Micro Devices Inc. will supply semiconductors to Saudi Arabian firmHumain for a massive data- center project. Treasuries erased gains on speculation the Federal Reserve will stay put as it evaluates potential implications of tariffs. The dollar fell.

2025-05-13

Wall Street’s bets that the US-China trade truce marked the end to an all-out tariff war drove the S&P 500 up over 3%, while sinking defensive corners of the market from bonds to gold and haven currencies. The dollar climbed the most since its November post-election rally. The rebound in risk appetite and diminished expectations of a recession drove the stock benchmark above President Donald Trump’s April 2 “Liberation Day” level. A surge in big techs put the Nasdaq 100 back into a bull market just about a month after it plunged 20% from a previous record. Amid a potential reset in inflation expectations, Treasury yields climbed as traders lowered their Federal Reserve wagers to just two rate cuts in 2025

2025-05-12

Wall Street ended the week on a more cautious note, with stocks and bonds fluctuatingas the world’s two largest economies get ready to kickstart their trade negotiations. Investors refrained from making riskier bets on speculation that while discussions between Chinese and American officials could represent a diplomatic icebreaker, a comprehensive commitment would only come to fruition after several rounds of talks. Following a rapid $6 trillion surge in the S&P 500 from the brink of a bear market, action has been more muted in recent days. The gauge closed little changed on Friday.

2025-05-09

Wall Street’s risk-on mood prevailed on Thursday, with stocks up and bonds down as Donald Trump announced a trade deal with the UK while noting that if China talks go well, tariffs could be lowered. Equities also gained after the president said investors should buy shares now. For a market hoping for an easing of tensions between the US and its top commercial partners, that was enough to boost the S&P 500 - with the gauge briefly topping its April 2 high before the advance subsided. While most major industries rose, gains were led by economically-sensitive sectors. Bitcoin surpassed $100,000. As the safety bid ebbed, gold and haven currencies fell. Treasury yields surged as traders pared bets on interest rate cuts

2025-05-08

Assurances by Jerome Powell that the economy remains sound and the Federal Reserve won’t be forced into rash action by Donald Trump’s trade war bolstered markets, lifting stocks, bonds and the dollar. Equities were also aided by prospects for looser rules on chip exports. While warning that risks are growing of higher inflation and slowing growth, Powell calmed investors after the Federal Open Market Committee left interest rates unchanged. The S&P 500 halted a two-day slide, led by chipmakers as Bloomberg News reported that the Trump administration plans to rescind Biden-era curbs for the industry. Swap traders kept betting on at least three Fed reductions in the remainder of 2025.

2025-05-07

Wall Street’s risk-off mode prevailed in the run-up to the Federal Reserve decision, with stocks falling and bonds rising as President Donald Trump’s tariff remarks failed to ease worries that his trade war will cause economic damage. After almost wiping out losses, the S&P 500 closed with a drop of nearly 1%. Trump said he would prescribe tariff levels and concessions for partners looking to avoid higher duties, appearing to move away from the idea that he would engage in back-and-forth negotiations. Trade jitters spurred gains in Treasuries, which also climbed after a solid $42 billion sale of 10-year bonds.

2025-05-06

A historic stock-market run came to a halt as President Donald Trump’s latest tariff remarks provided little relief to investors bracing for the impacts of his trade war on the economy and corporate earnings. Despite data showing a pick-up in growth at US service providers, the S&P 500 halted its longest rally in about 20 years. While Trump suggested some trade deals could come as soon as this week, there was no indication of an imminent accord with China. In late hours, Ford Motor Co. pulled its financialguidance and said auto tariffs will take a toll on profit. Palantir Technologies Inc. sales forecast fell short of Wall Street’s high hopes.

2025-05-05

Wall Street’s risk-on brigade pushed the S&P 500 to its longest winning streak in two decades, with scars from April’s tariff shock healing on fresh signs of US-China diplomacy. The S&P 500 and the Nasdaq 100 rose more than 1% each on Friday, notching a second straight week of gains. A dollar index dropped. Treasuries slid, with the policy-sensitive two-year yield jumping over 10 basis points to 3.83%. Oil slipped as OPEC+ discussed making another major production increase. With demand for havens fading, gold suffered a second consecutive week of losses.
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