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Jerry O’Callaghan, JBS SA, former chairman of the center, in New York, June 25, 2025 in New York in New York on the floor of the New York Exchange.
Michael Nagle | Bloomberg | Getty pictures
I am writing to you from CNBC International Executive Editor Spriha Srivastava and Singapore today.
Enjoy!
Share with me with my thoughts in the newsletter and what you want to see more or less.
Markets this week? Overall, unbranded – in one beach in one beach, without a cold drink sipping and ignoring headlines.
Geopolitical tensions ignited (again), oil prices and defense shares could not mind – but a wider market? Flashes hardly. By flirting with the high heights of the S & P, the NASDAQ, AI has become watches thanks to the courage and even small lids took action. Almost investors looked in chaos and said, “We are a breeze,” he said.
What is this cooled mood doing? Part of this is a creepy rate cut optimism. The sudden drop of oil has taken a little inflationary pressure from the table and gave the Dovish Murmes from the Fed to be enough hope for September for September. Bond productivity was easier and the risk appetite returned.
Of course, there are risks everywhere – estimates that stretching from some corners from the Middle East – but now the Wall Street appears in full summer mode. Cool, calm and slightly separated.
Will be the end? It was difficult to say. When you least expect the markets, you have a habit of waking up. But so far they make the rays of noise and holding rays.
On June 23, 2025, the traders work on the Earth on the New York Stock Exchange.
Brendan McDermid | Reuters
How the stock exchange was fixed to a new record – even if it’s still so much to worry
This S & P 500 In April, 20% are less than 0.1% without getting out of the sale.
The worried wall collapsed a little bit over the past four months. Perhaps most importantly, as Trump’s main US partners are back from harsh tariffs.
In spite of the uncertainty of corporate gain, the uncertainty of its policy, well organized well. During the second quarter, in the S & P 500, the increase in the increase in the eighth quarter of the eighth quarter increased by 4.9%.
– wool li