Stock markets continued their upward trend in late June as investors remained positive despite risks from global trade tensions. S&P 500 and Nasdaq 100 futures both edged up 0.1%, while Dow Jones futures advanced 130 points, or 0.3%. This development reflected traders’ proactive response to economic and political news, which continued to drive capital into stocks. This article analyzes growth trends, the impact of trade policies, business results, and compares market volatility in the United States, Europe, and Asia, providing investors with a comprehensive and up-to-date view based on the latest data.
S&P 500 and Nasdaq 100 maintain upward momentum at the end of June
The S&P 500 continued to record a 4.4% gain in June thanks to the easing of trade tensions between the United States and China. The Nasdaq 100, which is heavily concentrated in technology stocks, even rose more than 6%, marking a strong recovery from the period of deep stock price declines at the beginning of the year. This growth occurred despite the remaining tariff barriers under the Donald Trump administration, showing investors' quick response to positive signals and hopes of a trade deal.
The Dow Jones also recorded a gain of about 3.7% for the month, providing a solid foundation for the upward trend from many sectors. By the end of the latest trading session, the S&P had surpassed 6,173 points, setting a four-month high, showing that money is still pouring into the US stock market.
Impact of trade policy and global markets
Although the risk of a trade war still exists, the forecast of stricter tariff policies is not really expected to seriously affect the market in the short term. This helps maintain the “risk-on” mentality among investors, creating favorable conditions for the stock market to develop.
Closely watched political and economic developments from Washington and Beijing have created volatile trading sessions, but careful risk assessment has kept investors from rushing to sell off and has kept faith in the market’s ability to recover.
Corporate business results and impact on market trends
The number of S&P 500 companies issuing positive second-quarter earnings guidance is above the five-year and 10-year averages, said John Butters, an earnings analyst at FactSet. Of the 110 companies that have reported, 51 are forecasting earnings growth, while 59 are forecasting lower earnings.
Despite many positive signals, the expected profit growth rate is only about 5% year-on-year compared to the previous quarter, marking the lowest level since the end of 2023. This contrast makes investors still cautious, not daring to bet too heavily on the market because of concerns about the risk of slowing down the real economy.
Investor sentiment analysis and trading trends
The current level of optimism partly reflects market expectations for economic recovery and improved trade policies. However, the gap between good forecasts and the reality of slowing growth helps maintain the necessary caution, limit excessive speculative moves and stabilize trading activities.
This shows that investors are pursuing a controlled “bullish” strategy to effectively manage risks in a context where many uncertain factors still exist.
European market developments and their impact on global trends
In the first half of 2025, European markets recorded impressive gains with the Stoxx 600 up 7%, Germany's DAX up 20%, Italy's FTSE MIB up 16% and Spain's IBEX 35 up 20%. The UK market also recorded positive growth with the FTSE 100 up 7.7%.
However, analysts warn that Europe's rally may not be sustainable due to political turmoil in the eurozone, raising the risk of volatility in financial markets.
Risks and opportunities in the European political context
Political turmoil and domestic economic problems pose major challenges to the long-term development of European financial markets. Investors need to closely monitor developments to adjust their investment strategies in time, especially when indices are reaching record highs.
Although the European market has strong growth potential, it also contains great risks, requiring in-depth understanding and comprehensive analysis from investors.
Opening trends and Asian market developments
Asian stock markets opened the week on a positive note, with Japan's Nikkei 225 up 1.13% and the Topix up 0.77%. South Korea's Kospi also rose 0.63%, while the Kosdaq was flat. Australia's benchmark index edged up 0.3%.
In contrast, Hong Kong's Hang Seng index was slightly lower at the open, creating caution among investors in the region.
The impact of economic indicators and gold prices on investor sentiment
Industrial production data from Japan, South Korea and manufacturing activity in China were key factors influencing Asian market sentiment. Gold yields eased slightly as investors turned riskier, awaiting the outcome of trade deals before July 9. Stocks and risk assets were in focus during this period.
Gold prices fell about 0.8% in the morning session, hovering at $3,269.16 an ounce, while the Bloomberg Dollar Spot Index edged down 0.1%. Other precious metals such as silver and palladium also fell, while platinum showed signs of a slight increase, reflecting the shift in capital flows in the asset market.
Source: https://tintucbitcoin.com/stocks-increase-with-expectations/
Thank you for reading this article!
Please Like, Comment and Follow TinTucBitcoin to stay updated with the latest news about the cryptocurrency market and not miss any important information!
