The U.S. stock market could be a little too optimistic

The US stock market seems a little too optimistic. The three main clues climbed on Wednesday, the S&P 500 and the Nasdaq Composite, enjoying their third consecutive session in Green. The S&P, in fact, is about 2% of its top of all time, which it has reached in February.

It is despite the shadow of the “reciprocal” prices of American president Donald Trump who still haunt the economy. Like 90 days Tariff Pause Taps Down, America, so far, has only one agreement, struck with the United Kingdomand an agreement with China which, while reaffirmed by both sides After two days of negotiations in London, he is still preliminary and continues Prices at two -digit levels.

Companies are already preparing for economic benefits. The layoffs were accelerate this year. Google And Primordial On Tuesday, Microsoft, Citigroup and Disney joined Microsoft to announce glances. (However, it should be noted that dismissals, rather perversely, tend to increase stock prices because they are a cost reduction measure.)

And the bond market, the Brother Sterner of the stock market, could put control over the enthusiasm of investors. If there are Unexpected results Based on data on American inflation and cash bids on Wednesday and Thursday, yields could increase again, not only exert pressure on actions, but also in the wider economy in terms of higher borrowing costs.

The stock market therefore seems to bet on more commercial breakthroughs and favorable inflation data. But the bond market and CEOs may not be so sure of this.

The United States and China are reaching the commercial framework
The United States and China have reaches a consensus on tradeRepresentatives on both sides declared, after a second day of high -level talks in London, according to a transcription of the NBC. “We have reached a framework to implement the Geneva consensus and the appeal between the two presidents,” said Howard Lungick, American trade secretary. This echoes comments on the Chinese side, shared via a translator.

S&P 500 Notches of three days
American actions increased on Wednesday. THE S&P 500 0.55% advanced and the Nasdaq Composite climbed 0.63%, the third day of winnings for both indices. THE Industrial average Dow Jones added 0.25%. The pan -European Stoxx 600 hint closed mainly flat After fighting for the management most of the day. UK FTSE 100 Adding 0.24%, an inch of its record in March.

Tesla Regain Grain’s actions
Tesla The shares increased by 5.7% Tuesday to end at $ 326.09, leaving the action about $ 6 from the place where it was negotiated last Wednesday, when it flowed 14% after CEO Elon Musk publicly competing With Trump. The last jump came after Musk shared a video on X showing that Tesla was testing driver -free vehicles On the Austin roads, Texas. Musk said Tesla’s Robotaxi service Tesla was “temporarily” that will be launched in Austin on June 22.

Bond market in concentration
The US Bureau of Labor Statistics publishes data on consumer prices on May Wednesday, then producers’ prices on Thursday. At the same time, the government will hold long -term treasure sales the same days. Together, these results could have Important implications for the direction of the economy And the reaction of the federal reserve and its approach to interest rate policy, Jeff Cox of CNBC reported.

The fundraisers warn against “capital outings”
Trump’s “One Big Beautiful Bill Act” targets penalize foreign companies Operating in the United States and which come from countries with “unfair foreign taxes” under a provision known as article 899. The Institute of Investment Companies, which represents fundraising in the United States, puts pressure on the congress for an amendment, warning article 899 could cause investors “quickly withdraw from American actions“Leading to” capital outings “.

Google offers buyouts
Google Tuesday offered redemptions from employees in several divisions. Affected units include knowledge and information – which shelters the company’s search, trade announcements and divisions – and central engineering units as well as marketing, research and communication teams, CNBC learned. Google has made several buyout offers in a few units this year, making it a favorite strategy to reduce the workforce.

[PRO] Tesla Shares to lower 60%: Wells Fargo
Even if investors were enthusiastic about the prospect that Tesla deploys her Robotaxi service in the future, Wells Fargo Analysts believe that this feature will not be able to compensate for the weak sales of the company which will be used for “lowerly lower”. The bank expects Tesla’s shares dive around 63% of Tuesday’s fence.