Traders fear missing stock gains due to tariff concerns, but market remains optimistic

From Yahoo Finance: 2025-07-01 17:46:00

President Donald Trump’s tariff pause set to end on July 9, with little progress in negotiations. Stock market remains calm, expecting Trump to extend deadline. S&P 500 and Nasdaq 100 close strong quarter, showing resilience. Traders increase risky investments, Wall Street confident in market’s upward trend.

Smart money entering market, driven by retail investors. Markets have priced out 84% of macroeconomic risk. Positive factors include bank deregulation, tech spending on AI, and Trump’s tax bill. Senate passes bill, but resistance expected in House. Risks remain despite market optimism, with tariffs potentially impacting companies.

Exporting nations face higher tariffs if no deal by July 9. UK reduces some levies but unresolved issues persist. US-China trade agreement not comprehensive, Japan facing tariff threats. Market shows indifference to lack of concrete trade deals, remains focused on technology strength. JPMorgan Chase expects market to reach new highs, positive earnings outlook.

Market anticipates July 9 tariff deadline extension. Wall Street confident in continued market growth. Trade turbulence expected to be overlooked, with positive earnings momentum. Analysts project nonfarm payrolls report to boost stocks. Overall, market sentiment remains optimistic despite looming trade uncertainties.

Read more: Traders’ Fear of Missing Out on Stock Gains Outweighs Tariff Concerns