Nasdaq Times Square by the lucky photographer via exceptional
S & P 500 index (spy) (spy) Tuesday (spy) Closed + 1.11%, DOW Jones Index (DIA) Closed (DOW) Closed and Closed 100 Index (QQQ) Closed + 1.53%. September E-Mini S & P Futures (ESU25) + 1.11%, September E-mini NASDAQ futures (NQQQQQQU25) + 1.52%.
Stock indices were dramatically spread along with 3-1 / 2 months of rising with 100 to 4 months and 4 months and 4 months and the Dow Jones industry on Tuesdays. The global capital markets rally and WTI crude oil prices are more than 6%, after President Trump, Israel and Iran have agreed to the initial ceasefire for a resolution resolution on the conflict. The easiest of geopolitical risks increased the market sense and sent risk-risk for active markets. In addition, raw prices have reduced strangeness-inflation expectations and demolished a 10-year-note product 1-1/2 months.
The shares rally on Tuesday, despite some negative economic news and Shahin Fed description. The June of the Conference Board June June Consumer Trusters, and New York Fed President Williams, Atlanta Fed President Bostic, said they wanted to arrest the ratios of interest.
US April S & P Corelogic Composite-20 Home Price Index + 3.42% is weaker than the smallest growth in Y / Y, + 3.90% and 1-3/4.
In June of the Conference Board, the US Consumer Trust Index fell unexpectedly – 5.4.4.0, more than expectations of expectations until 99.8.
US Richmond Fed Production Terms Investigated Unexpectedly increased from + 2 to -7 to -7, and it became stronger than the descent expectations.
Fed President Powell, “The effects of tariffs, among other things, in this process, we will be well placed to wait for more information about the economy’s probability course before taking into account any adjustments in our policy position.”
Analyzing the full impact of the policy changes in the New York Fed President Williams, work market and inflation policy changes, Fed’s interest rates are “completely fit”.
Atlanta Fed President Bostik, the fed does not need to reduce interest rates, they plan to increase prices this year later this year.
This week, the markets will look to see if there is a ceasefire between Israel and Iran. In addition, new tariff news or trading deals will be investigated. On Wednesday, Mr. Powell will testify before the Senate Banking Committee on Monetary Policy. In addition, the United States is expected to be expected to be expected on Wednesday – 693,000 from 6.7% m / m. Thursday, Q1 GDP is expected to be in -0.2% (q / q annual). In addition, the weekly initial unemployment claims are expected to change at 245,000. Friday brings individual costs (expected + 0.1% m / m) and personal income (expected + 0.3% m / m). In addition, the expected May Core PCE price index is expected to rise between the selected price size, + 0.1% m / m and + 2.6% of the Fed. Finally, Michigania is expected to be expected to be expected to be expected to be a revised June-consumer sentiment index of June-60.3.
Markets discount 19% chances for a -25 BP degree in FOMC meeting on July 29-30.
Foreign stock markets were dramatically established on Tuesday. The Euro Stoxx has climbed altitude in 1 week in 50 and closed + 1.44%. China’s Shanghai composite rose to 3-month height and closed + 1.15%. Japan’s Nikkei Stock 225 4-month height and closed + 1.14%.
Interest rates
September 10 annual notes (ZNU25) Tuesday +6.5 ticks were closed. The 10-year-note product fell from 5.3 BP to 4.295%. SEP T-Notes Toa 1-1/2 months high Tuesday, 10-year-notification product fell by 4.283% in 1-1/2 months. T-notes saved early losses on Tuesday and WTI rose to a higher level after a single -6% sublime of crude oil, and short-covered inflation expectations. The 10-year breaken inflation rate fell 1 week. 2,286%. In addition, the conference board was ordered for the consumer confidence index, T-notes in the United States in June. T-notes were added to the Fed Kreslo Powell said that the advanced additional goal should encourage more treasures.
T-notes first declared an initial ceasefire between Israel and Iran on Tuesday, declared a sharp rally in global capital markets, reduced the reliable demand in the t-notes. T-not prices also reported that the Fed Seat Powell’s Falcon’s comments, no rush to reduce interest rates. Tuesday, $ 69 billion treasure, 2-year-notification requirement was met, and the price of the auction was 2.58, 2.58, 2.62, the proposal ratio below.
The European government’s bond product was confused on Tuesday. The 10-year German knowledge rose to 2.573% in 1 week, and +3.6 BP rose to 2.543%. The 10-year-old Gilt productivity fell a little less than 4.447% to 1-1/2 months and reduced BP to 4.473%.
The IFO business climate index of Germany has risen by an 13-month-old 13-month-old index.
ECB Board Member Villeroy de Galhau said. “If we look at this assessment of markets so far, inflation expectations remain in the middle. If this is confirmed, it may be leading to future accommodation in the next six months.”
Sharbels are 8% discount on the Chance of a -25 BP by ECB by ECB on the 4th policy session.
US Stock Movlers
Chippers held a rally to lift a wider market on Tuesday. Developed Micro-Devices (AMD) and Intel (INTC) + 6% are closed and more than 5% of Marvell Technology (MRVL) + 5%. In addition, micron technology (MU), application materials (amat) and LAM studies (LRCX) were closed to more than 4%. In addition, the NXP semiconductors are more than 4% of globalfoundry (GFS) and Microchip Technology (MCHP) and MicroChip Technology (MCHPI), KLA Corp (KLAC), KLA CORP (KLAC) and Broadcom (AVGO) + 3%.
The airline’s shares and cruise line operators are less than 1-1 / 2 weeks in a ceasefire in the Israeli-Iran conflict, 1-1 / 2 weeks in the Israeli-Iran conflict. Carnival (CCL) is more than 6% closed and the Norwegian cruise line holdings (NCLH) + 4% close. In addition, the American Airlines Group (AAL) and Alk) + 3% of Alk) + 3%, Delta Airlines (DALA) and Royal Caribbean Cruises Ltd (RCL) was closed more than 4%.
DexCom (DXCM), Secretary of Health and Human Service Closed more than 3% due to the NASDAQ in Kennedy.
The above holdings (upper), pipeline sandler, received a $ 75 recommendation and price target recommendation, the coverage coverage.
Uber Technologies (Uber) Closed more than + 7% after starting the driverless walking service in Atlanta.
Lyft (LYFT), TD Cowen, $ 21 to increase the stocked stock with the price target, + 5% closed.
MasterCard (MA), a number of MasterCard products and services to combine new FiUSD signs with Fiserv + 2% closed to more than 2%.
Energy manufacturers and energy service providers were sold on Tuesday after more than one -6% of WTI crude oil. Occidental Oil (Oxy) and Exxon Mobile (XOM) -3% closed. Also, Chevron (CVX), Dow Jones Industers, up to -2% closed up to -2%. In addition, ConocoPhillips (Police) and Hess Corp (HES) -2% closed. Finally, Devon Energy (DVN), Diamondback Energy (FANG) and Phillips 66 (PSX) -1% were closed to -1%.
Defense firms withdrew with a ceasefire in the Israeli-Iranian war on Tuesday. Northrop Grumman (NOC) -3% closed. Also, RTX Corp (RTX), Lockheed Martin (LMT), Huntington Ingalls Industries (HII) and L3harris Technologies (LHX) -1% closed. In addition, the total dynamics (GD) closed -0.45%.
Mining reserves of precious metals were under pressure on Tuesday, 2 weeks of Comex gold. Anglogold Ashanti PLC (AU) -4% closed over -4% and Gold Fields Ltd (GFI) -3% closed. Also, Newmont (NEM) -2% closed.
Advanced Auto Parts (AAP) -7% of -7% of -7%, car parts retailers, low-price targeted car parts lowered to sell car parts to sell from neutral to a low price target. Also, Autoozone (AZO), S & P 500 is more than -3% closed to losers and o’reilly car (Orly) -2% closed.
Dollar General (DG), Goldman Sachs was bought more than -1% after purchase.
Earnings reports (6/25/2025)
DACTRONICS INC (DAKT), General Mills Inc (GIS), HB Fuller Co. (Ful), Jefferies Financial Group Inc
On the day, the rich Asplund, this article did not have any positions (direct or indirect) in the securities. All information and information in this article are for informational purposes only. This article was originally published Barchart.com
