U.S. Trade Representative Reportedly Says U.S.-China Trade Talks Have Produced a 'Deal'
Evercore ISI: The bear market in the U.S. stock market has ended, and a "marathon-style" bull market is expected under the shadow of tariffs.
The investment bank Evercore ISI pointed out that the latest market rebound marks the end of the bear market in 2025, but unlike in the past, this bull market will not accompany sharp rises, but will instead show a slow and volatile advance.
The U.S. Secretary of Commerce talks about "Trump tariffs": The base tariff rate of 10% will continue to exist!
① The Secretary of Commerce of the USA, Howard Lutnick, stated that the 10% base tariff rate on commodities imported from Other countries is likely to persist in the foreseeable future; ② Lutnick refuted the viewpoint that "American Consumers will bear the increased costs due to tariffs," insisting that businesses and the relevant countries will pay the price for it.
After Trump's "Liberation Day", the first wave of "hard data" from the USA is coming, will the inflation alarm ring again?
The latest data on inflation will be brought in the coming week, with the Consumer Price Index (CPI) being released on Tuesday and the Producer Price Index (PPI) being released on Thursday.
Tariff "stirring" intensifies the differentiation of U.S. bond yields, making it harder for the Federal Reserve to cut interest rates!
Short-term Treasury yield has decreased due to the market's expectations for the Federal Reserve to cut interest rates, however, the long-term Treasury yield, which is a key benchmark for economic financing costs, has instead risen. This suggests that even if the Federal Reserve lowers interest rates, long-term borrowing costs may remain high, weakening the effectiveness of rate cuts in stimulating the economy and increasing the difficulty of achieving a soft landing.
Express News | S&P 500 Eminis Rise 1.3%, Nasdaq Futures up 1.7%, Dow Futures Rise 1% on US-China Trade Hopes
