This has been a stressful and dynamic week for the world on a large scale. In the last four sessions, the market action on Wall Street was anything but it was anything. For the week, S&P 500 declined by 0.15%, Tech-Havi NasDaq stood up to 0.21%, and Dow Jones Industrial Average was originally flat, up to 0.02%only. Under the surface, however, there were a lot of reports to digest investors. Here the biggest market topics are closely monitored during the holiday-shorted trading week. 1. Geopolitics: The major news story was – and still – the intensive battle between Israel and Iran. The big question in everyone’s mind is whether America will join. By Friday, reports suggest that President Donald Trump is actively reviewing options to attack Iran, nothing has been authorized. The White House has said that Trump will take a decision in the “next two weeks”. As a result of the Israeli-Iran struggle, investors spent the week with an additional close watch on the movement in safe-hobe assets such as gold and dollars. Gold prices returned this week after their initial spikes last Friday, when Israel’s first attack on the Iranian nuclear infrastructure. Meanwhile, the US dollar index was strengthened this week, but still has multiaier climb. Oil again increased to the week, climbing about 4%with the international benchmark Brent crude. For those who think the market thinks what will happen to Iran, see oil. Commodity is currently working as something of proxy on the obstacles of conflict and the US is directly entering the field. 2. Fed update: The second major theme of the week was focused on the health of the US economy till Wednesday afternoon, when we were revised the Federal Reserve’s latest interest rate decisions and revised economic estimates. Finally, Fed kept his benchmark borrowing rate unchanged on Wednesday after his two -day policy meeting. This decision updated as well as reading as well as reading the minimum-to-adapt inflation as well as before the week. As we said earlier this week, Fed is in a difficult place when it comes to following its double mandate to ensure price stability and low unemployment. Sports conditions require nuances. On the one hand, there is evidence in support of rate cuts, namely some cracks in the consumer – even if the consumer is largely and impressively flexible – and this year the Fed’s own updated approach for low real GDP development and high unemployment. On the other hand, Fed is now expecting high inflation this year compared to March, which will support the requirement of high interest rates. Given the uncertainty around these duality mobility and tariff effects, the central bank’s decision to keep the interest rates stable is understood. While the Fed certainly does not want to wait very long and makes the same mistake we saw coming out of the Covid -19 epidemic, we should admit that this time is different due to potential rebounds in inflation. The prices of tariffs will increase, but this may be a one -time growth, as unlike constant inflation we saw exiting the epidemic, which was inspired by the disruption and change of supply chain in consumer behavior. As a result, we believe that clear biases are more concerned about job markets and overall economic growth – and therefore cut rates at the end of this year – also makes sense. Indeed, the updated estimates of the fed are still pencils in two rate cuts in 2025, which is the same despite the above modifications of its inflation and development approach in March. Fed Governor Christopher Waller on Friday made a case that the cuts should begin in early July, arguing that the risk of inflation generated by tariffs is not significant and ensuring flexibility in the labor market should be a high priority. Waller’s argument is basically that it is better to move forward than waiting for unemployment to jump into unemployment. Our biggest focus in the club is agile at this time given the highly unstable nature of geologists. There is no doubt, it is important to think about the decision of the rate, but they are only a small part of the investment puzzle to navigate each day. For this reason, we continue to focus more on individual company’s basic principles and industry trends rather than high-level dynamics, as they are important for shaping our world vision. Cyber security stock is an example we exposed this week. Another example would be that we got club name Meta platforms and Amazon on their artificial intelligence efforts this week. We feel that the implications on cost structures, revenue opportunities and efficiency benefits near AI should be more weight in the minds of investors for a long time, which will cut the fed in July or September. (Jim Cramer’s Charitable Trust is Long Meta, AMZN. See here for a complete list of shares.) As a customer of the CNBC Investing Club with Jim Cramer, you will get a trade alert before the gym. The Jim waits 45 minutes after buying or sending a trade alert before buying or selling a stock in its charitable trust portfolio. If the gym has talked about a stock on CNBC TV, he waits 72 hours after issuing a business warning before executing the business. The information of the above investment club is subject to our terms and conditions and privacy policy, along with our replication. Based on the receipt of any information provided in relation to the investment club, no obligation or duties exist, or are created. No specific results or benefits are guaranteed.
Israel-Iran conflict and the Fed drove the stock market this week
BY Anuragbagde69@gmail.com
- June 21, 2025
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