Markets may be in ‘eye of the storm’ between geopolitical and tariff chaos

0 3 minutes read

1751020539 Markets may be in eye of the storm between geopolitical.jpg

Despite the total economic factors that revolve over the Wall Street, relative calm has decreased across the markets. At the time of writing this report, the S&P 500 increased by 0.8 % during the past day, the NASDAC Stock Exchange increased by 1 % and the FTSE 100 increased by 0.5 % in early trading this morning. S&P futures increased by 0.23 % this morning, Premarket.

It is far from the volatile trading that has been seen in recent months, as investors’ reaction to Trump’s tariffs, military action in the Middle East, and concerns about the White House attempts to influence the central bank.

Trade Minister Howard Lootnick had more good news for speculators this week. He confirmed late last night that the Oval Office had a list of deals ready to sign before Trump’s end for 90 days.

Lutnick also revealed a part of the system for how other negotiations accelerate. He said that the 10 best deals in America will be used with partners as a category of other agreements, explaining that the White House “will put them in the right category, and after that these other countries will suit.”

With preliminary work frameworks with the United Kingdom and China, speculation revolves around whom the following agreements may be with them.

It seems that Japan and India are strong competitors, as noise from both governments indicates that negotiations may be fruitful.

In Japan, for example, Lutnick Bloomberg told the countries that “countries are currently discussing a series of customs tariff measures, and we will continue to make our utmost efforts in this regard as our maximum first.”

Those who do not have a deal come on July 9, the end of the stopping for 90 days, will also be classified into “appropriate buckets”.

Lutnick said: “Those who have deals will have deals, and everyone else will negotiate with us, and they will get a response from us and then they will go to this package.

“If people want to return and negotiate more, they will have this, but this customs tariff will be set.”

Trade Secretary also confirmed a deal with China – “they will connect a rare land to us,” and when that happens, “we will drop our counter -measures” – but if he hopes to get a golden star from the market, they will not come.

The UBS Senior Economists said Paul Donovan in a morning note sent to Fortune: “US Trade Minister Lootnick has announced an agreement with China on trade. The markets are not interested, as this seems to be just a record of the agreement that was made in Geneva and reaffirmed it in London.”

He added: “Lootnick promised ten commercial deals to come (there is no news about whether this includes the penguins in the Hurd Islands and the McDonald islands).”

Storm

Analysts may go to the weekend, asking, “Why brief revival?” With a lot of uncertainty still hovering. At the beginning of the week, economists were looking nervously whether the Iranian parliament would close the Strait of Hermoz, a blockage of global oil supplies in the world that could send escalating prices. But this fear declined. Goldman Sachs Yulia Castakova Gregsby and her team put Iran’s bottleneck opportunities in the ocean by only 4 %, in a note sent to customers yesterday.

The relative calm books are just an eye eye, and Jim Reed wrote from Deutsche Bank in a note seen by luck This morning.

“It seems that a rare period of 2025 has erupted at the present time. We may be in the eye of the storm that was the Middle East, and then to become a tariff again,” he wrote. “However, at the present time, the markets do not think, or do not feel particularly concerned, the next deadline on the ninth of July.”

He added that President Trump’s early intervention in naming the next Federal Reserve Chairman generates forecasts to reduce borrowing costs in the future, with Trump’s candidate to be more open to reduction rates.

“If this will prove that it is only another wrong dawn, he will tell him,” Reid added.

Here is a snapshot of the procedure before the opening in New York this morning:

For the third day in a row, investors will watch to see if it is S & P 500 It can break its record at all.
the S & P 500 It was closed at 6,141 yesterday, a few points less than the record from February (6144.15).
S & P Futures It rose 0.24 % this morning, at $ 6,209.50-at the highest level ever.
Stoxx Europe 600 It increased by 0.85 % this morning in early trading.
UK FTSE 100 It reached 0.5 % in early trading.
Japan Nikki 225 1.43 % rose this morning.
The main indexes in South Korea, Hong Kong and China Everything decreased.