Small movements were recorded by shares, bonds and dollar as investors were watching today’s (9.6.25) commercial conversations between USA and China For indications on whether the tensions between the world’s two largest economies are receding, in accordance with Bloomberg.
Following a rally that brought the S&P 500 just 2% away from its history, the US stock reference index made minimal changes today (9.6.25). State bonds negotiated below the high session, with 30 -year bonds undergoing a few days before a $ 22 billion sale in the US, which will provide a new test in demand for problematic securities. The dollar was lagging behind most of the big coins.
Commercial talks between Washington and Beijing started in London, with the US show Restrictions to certain technology exports in return for assurances that China relaxes restrictions on rare land missions. The meeting, which began today shortly after noon, is expected to be extended until the UK night and can be repeated on Tuesday, June 10, 2025, if needed.
“The markets have moved up due to the postponement of duties and the perception that they will be more modest than initially announced,” said Richard Saperstein of Treasury Partners. “We expect that markets will remain sensitive to securities, as trade agreements need time to negotiate and the worrying news about duties are likely to cause sensible volatility.”
Wall Street strategy analysts are becoming more and more optimistic about US stocks, with analysts from Morgan Stanley and Goldman Sachs Group being the last to indicate that the resistant economic growth will limit any retreat during the summer.
Michael Wilson of Morgan Stanley said that a sharp improvement in Corporate America’s profits is a good omen for the S&P 500 by the end of the year. It reiterated the 12 -month target of 6,500 units. The index is currently close to 6,000.
A group of strategy analysts, including JPMorgan Chase & Co. And Citigroup, they have increased their goals for the end of the year for the S&P 500 in recent days, betting that the worst shock of Trump’s trade war was over. At Goldman Sachs, David Kostin said the recent market action suggests that investors are discounting an optimistic growth prospect.
“The possibility for market fluctuations is ongoing,” Ulrike Ulrike Ulrike said UBS Global Wealth Management. “However, in our view, this should not prevent investors from exploiting their cash, especially given our continued expectation of profits in US shares over 12 months and that both interest rates and cash returns are expected to decline as the year is going on.”
With the basic inflation announced on Wednesday, June 11, 2025, as the US Federal Bank (Federal Reserve) enters a blackout period before the June 18th decision ruling, the capital managers fight with what could push the S&P 500 to the rear levels. April.
Signs for better than expected financial prospects have rekindled the hopes that President Jerome Powell will continue to reduce borrowing costs as early as September. At the same time, some are skeptical that any surprises in inflation and the possible return of volatility can supply a overthrow of bets on more dangerous investments and trigger yet another mass sale.