Market Resilience and Risks Amidst Fed Rate Cut Speculations

Despite market volatility and ongoing trade tensions, U.S. stocks have reached record highs, supported by easy financial conditions, a lower dollar, and strong corporate health. The Federal Reserve has maintained its interest rate, even as inflation pressures from tariffs are expected to be modest and delayed. Rate cuts are unlikely unless the labor market weakens significantly, with upcoming employment data being closely watched. Overall, the market's resilience and the Fed's cautious stance highlight a complex economic landscape.