On Monday, Morgan Stanley strategists led by Michael Wilson reiterated their bullish stance on US equities, citing strong earnings growth. According to their scenario, the S&P 500 will reach 7,200 points by the middle of next year.
The S&P 500 closed slightly lower on Tuesday as investors remained cautious amid uncertainty over US trade policy. Reuters reports that fresh tariff threats from Donald Trump weighed on market optimism, dimming hopes for progress in trade talks with several key partners.
Australia’s top pension funds, managing over 4 trillion Australian dollars ($2.6 trillion), are revising their investment strategies. Geopolitical instability and the US administration’s erratic actions prompted them to diversify away from US stocks.
Goldman Sachs has increased its 3-, 6- and 12-month return forecasts for the S&P 500 index, citing potential interest rate cuts in the US and fundamental strength of major American large-cap companies.
Wall Street's major indexes plunged on Monday after US President Donald Trump announced sweeping tariffs on several trading partners, set to take effect August 1, Reuters reports.
An increase of the indicator value may contribute to the rise in quotes of S&P 500.
According to a Deloitte survey of financial directors at major UK companies, the attractiveness of the US as an investment destination has declined sharply. The share of executives who consider the United States a favorable place for investments dropped to just +2% in June 2025.
According to Reuters, global stock markets saw significant capital inflows during the week ending July 2. The gains were driven by record-breaking performances in US equities and increased investor interest in artificial intelligence (AI) sectors.
JPMorgan analysts highlight several trends pointing to global de-dollarization, even as the US dollar remains the world’s dominant reserve currency and primary medium for trade and international transactions.
According to Morgan Stanley, the recent weakening of the US dollar may benefit American multinational corporations, which typically gain from favorable currency conversion effects when foreign earnings are translated back into dollars.
The temporary suspension of US import tariffs on key trading partners will expire this week. If trade tensions between the countries do not escalate after July 9, it could be positive for American stock markets, Reuters reports.
The S&P 500 Index (Standard & Poor's 500) is one of the key indicators of the US stock market and overall economic health of the United States. It represents the stock performance of the country's leading corporations. This stock market instrument reflects the dynamics of different sectors and serves as a universal benchmark for investors and analysts.
Major factors that determine the value of S&P 500:
The S&P 500 is often seen as a gauge of US financial health. Its growth suggests positive expectations and investor confidence, while a decrease may signal risks of recession or crisis.
This index is used for both long-term investing and short-term trading. To forecast its movement accurately, it's necessary to take into account macroeconomic data, corporate reporting, and the overall state of the stock market.
