The stock market remains at the mercy of definitions.
The accounts on policy from the Trump administration were transferred to the stocks, as the water was clarified after the 90 -day stopping on the customs duties on April 9.
Last week, the S& P 500 (^GSPC) index decreased about 1.5 %, while the Nasdaq (^IXIC) and Dow Jones Industrial MEVERICE (^DJI) have threw about 2.6 % over four days of trading.
Next week, President Trump’s policies will remain at the present time, while a group of S&P 500 companies are expected to report quarterly results.
It is scheduled to be issued in the week, expected to top a week, is expected to be released for the release of the week. Various varied, it makes a varied varied variety and six and a variety.
It is expected that there will be a quieter week on the economic data interface, with updates about activity in the manufacturing and services sectors, as well as consumer morale, which leads the calendar.
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Trump’s policies remain at the forefront of the market recount.
On Wednesday, the markets were sharply sold as investors began to see the costs that Trump’s tariff will face for the major companies and the challenges that these policies may face for the broader American economic expectations.
Read more: What does Trump’s tariff mean for the economy and your wallet?
The sale was launched by NVIDIA (NVDA), which was late on Tuesday night that the new restrictions from the United States government on china exports to China will lead to $ 5.5 billion of fees.
The negative procedure is intensified only when Federal Reserve Chairman Jerome Powell said in a speech that the central bank is awaiting “greater clarity” before considering any interest rate amendments.
“What is due to this continuous level of uncertainty in the market,” Silvia Gaponski, CEO and chief investment employee in the Investment Funds, told Yahoo Finance.
In the short term, the strategists are not confident that the next track will become more clear. Stewart Kaizer, head of the American stock trading strategy in City, told Yahoo Finance that the next few weeks will be decisive to direct the market during the summer months.
“We need to see some good news on the tariff front, especially with our main commercial partners,” Kaiser said.
“If I get that, I think the market will say, well, this is a playing book for how this developed during the next three months,” he added. “If you do not get it, I think the market will really start to increase the chances of stagnating the opinion that these definitions will be higher and longer than they were hoping.”
US President Trump speaks to the media next to the CEO of Tesla Elusk, with Tesla in the background, at the White House in Washington, DC, on March 11, 2025. Reuters/Kevin Lamark/Photo File ·Reuters / Reuters
I have only reached 12 % of the S&P 500 companies about the profits of the first quarter so far, but early samples have been weaker than the average.
Data from FactSet shows that 71 % of the S&P 500 companies reported one share profits over Wall Street estimates, less than the average of the five years of 77 %. These companies are also striking expectations of less than usual.
In the early stages of the profit season, companies overcame the expectations of analysts by 6.1 %, less than the five -year average of 8.8 %.
With more than 20 % of the S&P 500 reports next week, investors will get a much better feeling of how these trends are held, improved or deteriorated.
“In the end, the importance of the Q1 report will be in the information it provides in relation to what is priced in one stocks where Suites begins to provide some of the context of the customs tariff,” wrote Scott Citi Citi Recovery Scott Chroonert in a memorandum of customers on Thursday.
Alphabet and Tesla will start the reports period for “the seven” wonderful technology shares that helped get the market higher in 2023 and 2024.
This trade has been strained so far this year. Alphabet shares decreased nearly 20 % to 2025, while Tesla is outside 40 %.
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Although the last market was intermittent, the S&P 500 rose about 6 % from the slightest closure in the year on April 8.
However, many Wall Street strategies have no conviction that the next step in the next term will be higher.
In a memorandum of customers on Thursday, the coach of the co -investment of True Keith Lenerr wrote that he reduces his point of view on American stocks from neutral to “less attractive”, and basically recommended that investors consider not weight in the US shares in relation to their model allocation.
Lerner noted that weak economic growth expectations are a major part of the sunken forecasts. “While we look at a mixture of historical, essential and technical analysis, the weight of the evidence indicates that there is justification to be a little more defensive,” said Lenner.
The consensus on the consensus on GDP (GDP) decreased throughout 2025.
But now, given that President Trump’s concerns about the recession, strategic experts are wondering whether the expectations of consensus have decreased enough.
“I am not sure that the stock market has treated the possibility of recession,” Cali Cox, the chief market, Cox Cox, a strategy expert in wealth management, told Yahoo Finance.
Read more: 7 ways to install your savings
Economic data: The leading economic indicators index, March (-0.4 % expected, -0.3 % previously)
Profits: CMA (CMA)
Economic data: Richmond Virus Manufacturing Index, April (-4 previously)
Profits: Tesla (tsla), Capital One (COF), Enphase Energy (ENPH), Gerospace (Ge), Halliburton (Hal), Lockheed Martin (LMT), SAP (SAP), Dynamics Steel (STLD), Verizon (VZ)
Economic data: S & P Global Us Manufacturing PMI, April Prelimit (50.2); S & P Global Us Services PMI, April Primarial (previously 54.4); S & P Global Us Composite PMI, April Introduction (53.5); New homes sales monthly month, March (1 % expected, 1.8 % previously); The Federal Reserve launches the beige book
Profits: Chipotle (CMG), Alaska Air Group (ALK), AT & T (T), Boeing (Ba), Ge Vernova (GEV), IBM (IBM), Las Vegas Sands (LVS), NewMont (NEM), Nextera Energy (Ne) (NE) (TXN), Vertiv (VRT)
Economic data: Initial unemployment claims, the week ending April 19 (215,000); The National Activity Index in Chicago, March (0.18 previously); Domestic goods orders, initial March (1.5 % expected, 1 % previously); Orders orders former transport, primary March (0.3 % expected, 0.7 % previously); Capital merchandise orders, non -defensive except air, primary March (+0.2 % expected, -0.2 % previously); Current homes sales, March month (-3.1 % expected, +4.2 % previously); Manufacturing activity in Kansas City (-2 previously)
Profits: Alphabet (Googl, Googan), American Airlines (AAL), Freeport-MCMORAN (FCX), Intel (INTC), Merck (MRK), Nasdaq (NDAQ), Nokia (Nok), Pepsico (Peps), Squeesers (SKX) SouthWest A Valo (Vlo)
Economic data: Consumer morale at the University of Michigan, April Final (50.8 previously)
