U.S. stock markets have reached new highs, yet behind this success lie troubling economic signals that raise concerns among investors.
Calm on the Surface, Turmoil Beneath
On Wednesday, markets showed renewed growth, with the S&P 500 closing at a record high of 6,277 points and the Nasdaq increasing by 0.94%. However, this increase masks widespread nervousness driven by various factors, including negative employment data. In June, there was a reported loss of 33,000 private-sector jobs.
Trump: Agent of Chaos or Timing Strategist?
President Trump continues to have a strong influence on the markets, announcing new tariffs and pushing a massive budget bill. The deal with Vietnam, while positively received, is seen more as a tactical maneuver. Divided Republican views amplify the situation, creating an unstable climate for investors.
Flight to Quality: Gold Shines, Dollar Erodes
Amid economic uncertainty and trade war threats, investors are revising their assets. Gold prices have risen by 27% since the beginning of the year, while Bitcoin has also strengthened, driven by growing distrust of fiat currencies.
While stock markets continue to rise, underlying issues such as Trump's tariff policy and unstable economic data create an atmosphere of uncertainty. Investors remain in a delicate balance between hope for stability and anxiety about the future.
