- The futures market is rebounded during the closing of the Fallen Day.
- The tariff postponement on the EU until July 9 promotes the futures market.
- Dow Jones futures rise more than 1% due to the reduction of commercial tensions.
- Salesforce and Nvidia report on their first quarter profits on Wednesday after the closing of the market.
Although the markets are closed in the United States (USA) for the Fallen Day Holiday, investors in shares will notice that the futures market has changed to a upward trend before the opening on Tuesday. The futures of the industrial average Dow Jones (DJIA), S&P 500 and Nasdaq 100 have advanced more than 1% on Monday after the US president, Donald Trump, retreated in the hard tariff rhetoric last week.
At the time of writing, Dow’s futures are up 1.08%, while Nasdaq 100 futures advance 1.52%.
On Sunday afternoon, Trump published in Truth Social that he had agreed to extend his previous deadline from June 1 to July 9 for a commercial agreement with the European Union (EU). The Dow Jones lost 2.5% last week while Trump lifted the 50% tariff spectrum on the EU due to the lack of progress in a commercial agreement.
Trump publication in Truth Social on May 25, 2025
It seems that, according to its publication, the discussions with the president of the European Commission, Ursula von der Leyen, led Trump to give up quickly under pressure. The fact that Trump moves to delay the previous deadline of June 1 leads to the market to wait for a less severe tariff on European goods in seven weeks. Trump originally imposed a 20% tariff at the EU in early April before reducing it to 10% as negotiations began.
The hard rhetoric followed by delays and reduced tariff rates has been the trend since the beginning of April, and this will be more fuel for bulls of shares, which are ready to put aside concerns about the global commercial war on Trump.
The chief economist of UBS, Paul Donovan, said the following: “These setbacks are so frequent that investors should wait for them rationally.”
Even so, Donovan believes that threats create an environment of uncertainty for markets. “First, even if nobody thinks threats will be carried out, companies will need to implement some kind of insurance. […] Second, wild oscillations in policy formulation increase market risks, and a general unpredictability sensation requires a risk premium. “
Stock market news: Treasury bonds at 30 years
Bank of America has begun the week offering a surprising countercurrent trade on the day of the fallen. Bank analysts suggest buying US treasure bonds at 30 years while feeling is overwhelmingly negative.
Michael Hartnett said that the 30 -year -old treasure bonus performance ended last Friday by 5.04%, its highest level since October 2023 and, before that, the summer of 2007.
This level of performance is “negative for the highly ‘financed’ American economy today compared to the rest of the world, and bond guards are encouraged to punish the path of debt and clearly unsustainable deficit,” Hartnett wrote.
Hartnett thinks that the so -called “bond guards” will eventually push the 5 -year yield, which is now 4.09%, returning to 3% and that the 30 -year bonus will move in the same direction towards a sustainable level. Of course, the lowest yields of treasure bonds are good for actions prices, since they move inversely.
Investors will welcome some information on the path of Treasury Bonds, since the Federal Open Market Committee (FOMC) of the Federal Reserve (FED) is ready to publish the minutes of its decision of May of maintaining interest rates without changes. Operators will try to discern whether the Central Bank cares more about inflation or unemployment, its two main mandates.
Stock market news: Nvidia and Salesforce profit reports
Another note in The calendar It keeps investors optimistic. Two of the technological stars of Dow Jones are scheduled to publish quarterly results after closing on Wednesday. That means that Tuesday is likely to buy both Actions.
NVIDIA (NVDA) It is scheduled to earn $ 0.73 in earnings adjusted per share (BPA) on income of 43.17 billion dollars. The BPA figure is a 18% decrease with respect to the fourth quarter, since Nvidia faces new commercial barriers in its H20 chip, an AI chip designed to meet the export restrictions of the Biden era. The Trump administration also blocked H20 sales to China, but the CEO of Nvidia, Jensen Huang, has recently made statements indicating that the White House is reconsidering its general strategy on export prohibitions.
However, EPS forecast remains almost 20% higher compared to the same quarter of last year. The projection of income has increased by 66% compared to the previous year, which demonstrates how strong the demand for the NVIDIA’s products suite. Oracle (ORCL) He announced last week to buy 40,000 million dollars only in NVIDIA AI CHIPS to feed a new OpenAI data center in Texas. Nvidia shares have dropped more than 2% so far this year.
Salesforce (CRM) actionswhich have dropped more than 18% so far this year, they are expected to inform about $ 2.55 in BPA adjusted in the first quarter, an increase of 4.5% compared to the previous year. It is projected that the income reaches 9.75 billion dollars, an increase of 6.8% compared to the previous year. The market will be attentive to the growth level on its new agentforce platform.
Daily graph of NVDA and CRM shares showing the performance of the last year.
Source: Fx Street
I am Joshua Winder, a senior-level journalist and editor at World Stock Market. I specialize in covering news related to the stock market and economic trends. With more than 8 years of experience in this field, I have become an expert in financial reporting.
