US stocks hit the highest records, but the economic approach is not clear

The US stocks have been strongly rebound after the year, the view of the largest economy in the world and its interest rates are kept as certain as ever.

The economic model is “very difficult” right now “things are constantly changing”, Raphael Bostic president CNBC said “Squawk Box Europe” on Monday, pointing A route on the latest digital tax on Canada.

Market participants are also very impressive for the latest advances in the US President Donald Trump “Bill big and beautiful“Which The key obstacle of the Senate is based on the weekend.

From an inflation’s perspective, it means to focus on business and consumer expectations, along with the actions being taken in response, followed by Bostic.

“The story is that we are really listening to clear signs that expect prices, but what will happen is quite unknown,” he said.

More companies will get a final strategy until 2026 until 2026. So the impact of growth and price rise “could be extended much much more than expected,” Bostic added.

A Fed “Dot Plot” last A map of partners expectations, a wide range of different perspectives among economic officials, said Bostic said “It really talks about uncertainty.”

Fed chair Jerome Powell last week underlined to have a monetary policy art Tariff impact at prices It clarifies, but the markets entered at a lower rate rate of funds established by their expectations. The data of the CME Group Fedwatch tool shows about 50 percent cuts by the end of the year, with a 10% greater probability of 3.25% -3.5% to 4.5%.

Gilles Moëc, the main group of AXA investment managers, on Monday, said the expectation of the new interest rate was the reaction of the final round Trumpk Powell Attacks. Once again, the US president appointed Powell’s successor to weaken his authority in the near future.

Trump criticized Fed for having interest rates, and its selection will be expected to reduce the rate of reduction, even though that voting against most members.

“POWELL’s term is named before the end of the term (FED).” Shadow Fed “talks about scenario.

A S & P 500 closed High all the time On Friday, it will return from the beginning of April, when almost 18% fell by 18% a year. The index has recorded large swings between the story of the White House, which presented the last chapter Framework Trade Agreement He helped promote the feeling of the market last week between the US and China.

USA Trade agreement with UK Meanwhile, it entered Monday, reducing rates on British cars and the aerospace parts, but maintain a 10% basis in most goods.

Both countries still have to end agreement on steel imports A wider US steel tariff policy The price is to keep Americans raised and maintain depressed elsewhere.

White house is blocked with numerous negotiation partners, including Canada, European Union, Taiwan, Japan and India.

“At the moment I think the market is a very naive view of what is happening in trade,” Bob Parker, the main consultants of the International Capital Merchants Associations, said “Squawk Box Europe” on Monday.

“We could easily have this discussion that we were going to 2026, making trading agreements very complex and long,” Parker said. “And as we saw Canada on the weekend, the risk of trading negotiation fails.”

He added that, especially with the European Union, though July 9 The deadline for reaching the agreement is extendedIt can also be at several points in several points to stay high level of fare.