At the end of April 2025 Rally in S&P 500 Called the wave Optimism of investorsWith some statement that the market has completely absorbed the consequences of President Trump’s tariffs. However, this optimism can be premature.
SPDR S&P 500 ETF Trust Today
SPDR S&P 500 ETF TRUST
- 52-week range
- $ 481.80
▼
$ 613,23
- Dividend yield
- 1.30%
- Assets under the control
- 568.27 billion dollars
Key indicators indicate significant oncoming winds in front. Frozen inflation and a resolute hawk federal reserve system, weak corporate income, accompanied by downward reviews, escalation of geopolitical tension and an impending risk that tariffs affect US consumers.
These factors suggest The market problems are still far awayField
Investors Looking after defensive postureFor example, the distribution of capital on physical gold or traditionally stable sectors, such as utilities, have good reasons for preparing for turbulence in the near future.
Sticky inflation and sustainable federation
Despite the aggressive increase in federal reserves in recent quarters, inflation was more stable than expected. Consumer price index increased by 2.4% Compared to last year in March. The Fed made it clear: Reducing bets is unlikely So far, inflation decisively does not approach its goal 2%.
This position, which contradicts the vocal requirements of President Trump in relation to lower rates, poses a double threat, pressure on the assessment of shares and restricting consumer expenses. Moreover, if the expectations from the inevitable reduction of bets reinforce the recent market forces, any shift in this perspective can cause renewable volatility in assets classesField
Weak earnings and downward changes
In several sectors, several companies did not work in the last quarter from -s A decrease in profit and income missesAmong other factors. Airlines Finnair and American Airlines Group NASDAQ: AAL Each of them published losses, since the latter among several American carriers withdrew their direct leadership in 2025 due to uncertainty in the market.
Bristol-Myers Squibb today
Bristol-Myers Squibb
- 52-week range
- $ 39.35
▼
$ 63.33
- Dividend yield
- 5.06%
- Value is valuable
- $ 58.00
Pharmaceutical giant Bristol-Myers Squibb Co. NYSE: Bmy also noted a quarterly loss, reducing it Revenue assessments for the whole year And he announced plans to reduce to 2200 positions.
Meanwhile, the manufacturer of electronics Kimball Electronics Inc. NASDAQ: KE They also reported on the disappointing net sales, reduced from a reduction in sales on industrial, medical and automobile lines in conditions Continuing tariff problemsField
To be clear Not every company that reported income for the first quarter of 2025 missed the expectations of analystsField
However, since each consistent company, industry or sector that delivers disappointing results, a wider perception of market health continues to deteriorate, increasing fears about the strength and stability of the current economic expansion.
Geopolitical risks remain – and grow
One of the most pressing geopolitical risks facing consumers and US enterprises is the escalation trade conflict between the Trump and China administration. At the end of April 2025 The United States introduced tariffs of at least 145% of Chinese importsTouching about 440 billion dollars of goods based on numbers of 2024. Without significant progress in relation to trade permission, it becomes more and more unlikely that consumers or importers will soon see relief from these increased costs.
Meanwhile, instability in the Middle East continues to rattle energy markets. Although oil prices have recently decreased, partly due to an increase in production from OPEC countries ,, The main tension remains spicy. Increased friction between the United States and Iran, combined with a constant conflict in Gaza, threatens to introduce further volatility into the already fragile global energy landscape.
Tariff uncertainty continues
The markets experienced significant turbulence in the beginning of this year with A wave of tariff ads affects imports from different countries. After a series of quick statements and subsequent pauses, the Trump administration in early April has since begins to surge in trade negotiations with dozens of countries.
However, if these agreements do not exist, Suspended tariffs It is expected to be restored later this year, preparing the ground for Renewable market volatilityField
The US tariff landscape is also ready to strengthen. If the administration expands the fee for the import of critical technologies, consumers may encounter a sharp increase in electronics and other technological products. At the same time, the potential response measures of Beijing, especially the restrictions on export of useful minerals of the rare -earth elements necessary for high -tech production, pose a serious threat to supply chains and can seriously affect selected technological firms and Wider joint -stock marketsField
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