stockmarket

US Stocks Surge as Tariff Truce and Fed Rate Cut Hopes Fuel Rally | June 2025 Market Update

by
US stock market chart hitting record highs in June 2025

📈 US Stocks Surge as Fed Cut Hopes and Trade Truce Drive Gains

Published: June 30, 2025
Category: Markets & Economy

US equities rallied on Monday, extending last week’s gains as easing trade tensions and growing expectations of interest rate cuts by the Federal Reserve pushed major indexes to record highs.

🔼 Major Indexes Reach New Highs

  • S&P 500 and Nasdaq 100: Up 0.5% each
  • Dow Jones Industrial Average: Gained over 200 points

📰 Market Drivers

1. 🇺🇸 US-China Trade Agreement

The US and China announced a formal agreement to prevent new tariffs, with President Trump showing flexibility on the July 9 deadline for reintroducing reciprocal tariffs. This marks a major de-escalation from past tensions, when tariffs reached up to 145%.

2. 🏦 Fed Rate Cut Expectations Rise

Investor confidence is rising as soft inflation data and global uncertainties increase the likelihood of multiple Fed rate cuts in 2025.

3. 💻 Tech Sector Strengthens

  • Canada scrapped its digital services tax, boosting US tech stocks and reopening trade talks.
  • Meta and Alphabet shares rose 1%.
  • Juniper Networks soared 9% after the DoJ approved its HP acquisition, settling a legal dispute.

💶 Eurozone: Euro Hits $1.17 as German Inflation Falls

The euro rose to its highest level since September 2021, trading just above $1.17, bolstered by:

  • Weaker US dollar from dovish Fed sentiment
  • Fiscal concerns in the US
  • Cooling inflation in Germany

🇩🇪 Germany Inflation Back to Target

According to the Federal Statistical Office:

  • CPI fell to 2.0% in June, down from 2.1%, beating forecasts
  • Core inflation eased to 2.7%, a 3-month low
  • Food inflation slowed to 2.0%, energy prices dropped -3.5%
  • Monthly CPI was flat, following a 0.1% rise in May

🏦 ECB Policy Outlook

While inflation edged up slightly in France, Italy, and Spain, the ECB maintains a cautious approach.
Vice President Luis de Guindos reaffirmed that the current policy is appropriate, but warned of the need for flexibility amid economic uncertainty.

Markets continue to price the ECB’s terminal rate around 1.75%–1.80%.

📊 Key Takeaways

  • ✅ US markets are responding positively to reduced geopolitical risk and a potential easing cycle from the Fed.
  • ✅ Eurozone inflation data provides mixed signals but supports a stable ECB outlook.
  • ✅ Tech stocks may continue to benefit from regulatory relief and favorable trade shifts.

🧠 Related Reads:

    First Name (required)

    Last Name (required)

    Your Email (required)

    Preferred Method of Contact (required)
    eMailPhoneSkypeWhatsApp/Viber/Telegram,etc.

    Your Phone (required)

    Your Mobile

    Your Skype

    Category (required)

    Subject (required)

    Your Message (required)

    I am interested in (tick all that apply):

    GDPR Agreement*
    See our privacy policy to learn more about how we use data.

    trade multiple assets on the safest platform in the industry

    📰 Market Update: US Strikes Iran, Oil Prices Jump, Japan’s Manufacturing Recovers

    by

    June 23, 2025 – Global markets are reacting sharply after a surprise escalation in the Middle East, pushing oil prices higher and rattling investor confidence. Meanwhile, fresh data from Japan hints at a modest recovery in the manufacturing sector.

    🇺🇸 US Stock Futures Edge Lower After Strikes on Iran

    Stock futures dipped early Monday after the United States launched airstrikes on three Iranian nuclear sites over the weekend. The move, which came sooner than expected, has raised fears of retaliation from Tehran and broader regional instability.

    President Donald Trump, who had suggested on Friday he’d wait “two weeks” before making a decision, warned Saturday that “there will be either peace, or there will be tragedy for Iran far greater than we have witnessed over the last eight days.”

    What’s at Stake:

    • Potential Iranian retaliation targeting US assets or personnel
    • Disruption of oil shipments through the Strait of Hormuz
    • Heightened volatility across energy and equity markets

    🛢️ Oil Prices Surge on Supply Fears

    WTI crude oil rose over 2% to $75.90 per barrel, reaching its highest level since January 2025. The market is responding to concerns that Iran may restrict oil exports or block the Strait of Hormuz, a crucial artery for about 20% of global crude oil flows.

    Iran’s parliament has reportedly voted to close the Strait, though final approval is pending from the country’s Supreme National Security Council and Supreme Leader.

    📉 Market Caution Builds

    Major US indexes ended last week little changed, as investors braced for worsening geopolitical tensions and growing economic uncertainty. Risk appetite remains subdued as markets await further developments in the Middle East.

    🇯🇵 Japan’s Manufacturing Sector Returns to Growth

    On a more positive note, Japan’s Manufacturing PMI from au Jibun Bank rose to 50.4 in June, up from 49.4 in May, marking the first expansion since May 2024. source: S&P Global

    Key Highlights:

    • Output and inventory levels rose
    • Employment edged higher
    • Demand remained weak, especially due to new US tariffs
    • Supplier delivery times lengthened, signaling supply chain pressure

    While input cost inflation held near a 14-month low, output prices remained among the softest seen in four years. Business sentiment was largely unchanged and still below the historical average.

    📌 Final Takeaway

    The Middle East situation is developing rapidly and will likely remain the dominant market driver in the short term. Investors should keep an eye on:

    • Iran’s next move
    • Oil market dynamics
    • Safe-haven assets like gold and the US dollar

    Meanwhile, Japan’s modest manufacturing recovery offers a sliver of optimism amid global turbulence.

      First Name (required)

      Last Name (required)

      Preferred Method of Contact (required)

      eMailPhoneSkypeWhatsApp/Viber/Telegram,etc.

      Your Email (required)

      Your Phone (required)

      Your Mobile

      Your Skype

      Your Message (required)

      I am interested in (tick all that apply):

      GDPR Agreement*
      See our privacy policy to learn more about how we use data.

      Low Interest Rates at the Banks.

      by

      Low Interest Rates on your Savings?
      Swap Hunter have Developed a Trading System that Generates Daily Interest on Trading Positions in the Forex, Stock and Commodities Markets.

      Outperform Low Interest Rates offered by your Bank by using the Swap Hunter Trading System.

      https://www.youtube.com/watch?v=0svvAd98ik0https://www.youtube.com/watch?v=k98sxle4lKo&t=272s

      Get Paid Daily Interest on your Trades and Investments.

       

      Swap Hunter analyses and calculates the overnight interest you will be paid by the broker for holding your trades.

      Our Swap Hunter Indicator Trading System measures the strength of correlations between assets in order to hedge the risk of the market. This provides additional safety & security on trading positions.

      Due to the versatile nature of our trading system, you can use multiple strategies in order to suit your level of risk appetite, experience and level of investment. 

      We also offer fully managed solutions for people who do not understand or have time to analyse markets, 

      What is Swap Trading? 

      Or, Carry trading as it is also know as. It is simply when you buy a high interest rate currency against a low interest rate currency and your broker pays you the overnight interest rate differential. The unique thing about the Swap Hunter Trading System is that we use hedging strategies to lower your risk significantly to highly volatile markets. 
      We hedge correlated assets and earn interest every day.
      Beat the low and negative interest rate environment.
      Check out this video from one of our partners, FXTM to explain further.

      https://www.youtube.com/watch?v=vzCFwTwQ4Ts

      Try Our One Month Trial

      Register Here

      Recommended Brokers.

      Low Interest Rates and Negative Interest Rates Explained.

      How do negative interest rates affect my savings?

      Swap Hunter Trading System eliminates these problems for savers.

      https://www.youtube.com/watch?v=pX3_3NMZa0k/?partner_id=4905901

      Low Interest Rates at the Banks.

      by

      Low Interest Rates on your Savings?
      Swap Hunter have Developed a Trading System that Generates Daily Interest on Trading Positions in the Forex, Stock and Commodities Markets.

      Outperform Low Interest Rates offered by your Bank by using the Swap Hunter Trading System.

      https://www.youtube.com/watch?v=0svvAd98ik0https://www.youtube.com/watch?v=k98sxle4lKo&t=272s

      Low interest rates at the Banks getting to you yet? Well it looks like it will only get worse. 

      Central Banks continue to cut Interest Rates to fuel the stock market mainly because of the Coronavirus pandemic. 

      The time to find a way to make your money work for you is now. 

      You do not need to understand trading or the financial markets to benefit from the Swap Hunter Trading System. 

      Join our fully managed PAMM trading account with a minimum investment to test out the Swap Hunter Trading System.

      You wish to trade for yourself? 

      With your own broker? No Problem.

      Licence the Swap Hunter software and we will help install, provide all the training and support you will need. 

      Get Paid Daily Interest on your Trades and Investments.

       

      Whatever your asset preference: Forex (FX), Stocks, Commodities, ETF’s or Indices our MT4 Indicator analyses and calculates the overnight swaps for your trades.

      Our Swap Hunter MT4 Indicator measures the strength of correlations between all available asset groups over time. This provides investors additional safety & security on their trading positions.

      Generate a steady income, while lowering your risk exposure to the markets with strategies used by institutional level traders, Global and Central Banks.  

      We have made it easy for you to do the same thing. 

      Due to the versatile nature of our MT4 Indicator, you can use multiple strategies in order to suit your level of investment, experience and availability.
      We also offer a fully managed solution using copy trading, social trading and PAMM/MAM accounts.

      What is Swap Trading? 

      Or, Carry trading as it is also know as. It is simply when you buy a high interest rate currency against a low interest rate currency and your broker pays you the overnight interest rate differential. The unique thing about the Swap Hunter Trading System is that we use hedging strategies to lower your risk significantly to highly volatile markets. 
      We hedge correlated assets and earn interest every day.
      Beat the low and negative interest rate environment.
      Check out this video from one of our partners to explain further about Swaps.

      https://www.youtube.com/watch?v=vzCFwTwQ4Ts

      Try Our One Month Trial

      Register Here

      Recommended Brokers.

      Low Interest Rates and Negative Interest Rates Explained.

      How do negative interest rates affect my savings?

      Swap Hunter Trading System eliminates these problems for savers.

      Stock Market at All Time Highs

      by

      When is the right time to start selling the Stock Market at all time highs?

      S&P 500 Past 10 Years

      Stock Market at All Time highs. We are witnessing the longest BULL rally in 100 years. Many economists say this is due to loose monetary policy. Quantitative Easing and now the introduction of Interest Rate Cuts being used to stimulate growth are a major cause of the stock market at to be at all time highs. Also an incredibly strong labor market in the United States is also a cause of this historic rally. With the U.S. at full employment.

      US-China Trade Deal Phase one has been reached and this is another market positive. Some say it is just a political move in preparation for the US 2020 Presidential election. It will take some pressure off US farmers and middle Americans who are a large chunk of Trump’s political base. But world famous economist Mohamed El-Erian is slightly more pessimistic than the White House would have us believe. As you can read in this CNBC article.

      It is difficult to use technical analysis in order to choose an entry point to sell the markets. As there is so much geopolitical and fundamental news to digest and analyse. The news headlines are coming in thick and fast. And sentiment is changing all the time.

      How can Swap Hunter help you with this unpredictable scenario?

      Carry Trading is the solution, but the way our software does it is unique. We do not just trade in one direction when using the Swap Hunter software. We hedge correlated assets and play the interest rates differentials of currencies in order to gain Swaps every day. We are hedging so we can lower the overall risk of the market. Our goal is to provide our clients with full support and education in order for them to generate more interest than the Banks.

      WANT TO FIND OUT MORE? CLICK HERE

      Watch our videos on YouTube for further explanation on how to use our software.

      Hit us up on our Social media pages: Facebook Twitter

      Subscribe, Like or Follow in order for a FREE 30 minute consultation.