🇺🇸 Markets Soar Despite Tariff Fireworks
Dow Jones just reclaimed the 45,000 mark—now hovering near all-time highs
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Nasdaq surged to 20,600, riding a record-breaking tech rally
S&P 500 hit 6,283, marking its seventh record high this year
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📈 What’s Fuelling This Rally?
Resilient U.S. Corporate Earnings
Strong Q2 guidance—especially from tech—has overshadowed tariff jitters. Goldman Sachs and Bank of America raised their S&P outlooks, expecting 6–11% gains over the next year
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Fed Ready to Ease
Inflation is easing, prompting Powell to signal possible rate cuts by September. Economists anticipate 125 bps of cuts through 2026
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Tariff Talk with a Twist
Trump’s “Liberation Day” tariffs & new threats (25–200%) rattled markets in April—but investors aren’t panic-selling anymore. Stocks have largely shrugged it off
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Investors Adapting
Corporate America is managing costs, hedging, and pivoting supply chains. US dollar weakness and record-high gold (+26% YTD) reflect a market shifting toward safety nets .
🔮 The Bottom Line
Trump’s policy may shake up markets, but it’s not tanking them. With stable earnings, a softening Fed, and tactical corporate responses, equities are powering higher. As FT phrases it: “Wall Street turns bullish despite tariff threats” .
So what more do we want from an almost 80-year-old man? Tariffs? OK. Strong markets? We’re already seeing the results.
💬 Over to You
With stocks pushing all-time highs, are you riding the wave or hedging for the dip?
👇 Drop your thoughts below.
