American stocks have achieved the highest levels, but the economic view is not more clear

American stocks have flourished strongly after a harsh start for this year, even with expectations for the world’s largest economy and interest rates are still uncertain ever.

Economic modeling is “very difficult” at the present time because “things are constantly changing,” as Atlanta President Rafael Postek told CNBC “Squawk Box EUROPE” on Monday. A background in the last Canada on the digital services tax.

The market participants are also closely monitoring the latest progress from US President Donald Trump.A big and beautiful invoice,” any Senate a major obstacle to the Senate during the weekend.

From the perspective of inflation, which means focusing on the expectations of companies and consumers, as well as the measures they take in response to the response.

He said: “The story there really started to hear clear signs that it expects to raise prices, but how high and when this will happen is still completely unknown.”

More companies reports that they may not reach a final strategy on the definitions until 2026, and therefore its impact on growth and prices “may be a more extended period than I think,” Bustic added.

the The latest federal reserve “Point Point”, “ A map of members’ expectations for prices shows a wide range of different expectations among economists, which Postek really speaks to the uncertainty there. “

Federal Reserve Chairman Jerome Powell last week He emphasized the need to maintain monetary policy until The effect of definitions on prices He explains, but the markets then installed their expectations on the low money prices. The Fedwatch Tool data for the CME group shows about 50 % of the possibility of 3 discounts at a quarter -point rate by the end of the year, along with the possibility of 10 % of a larger trim to a range of 3.25 % -3.5 % than 4.25 % -4.5 %.

Gils Micc, chief economist at the Aksa Group, said on Monday that the new interest rate expectations were a reaction to the last round Trump attacks on Powell. This again sparked the possibility of the US President to name Powell in the near future in an attempt to undermine his authority.

Trump sharply criticized the Federal Reserve for the detention of interest rates, and his choice is expected to be a supporter of price discounts, even if the majority of voting members oppose it.

MOëC said: “The name of the next president (FED) before the end of the state of Powell-which embodies the” Shadow Fed “scenario, which was widely talked-can be a harbinger of permanent volatility” and transform foreign investors away from American assets.

the S & P 500 Closed Ever On Friday, he returned from its lowest level in early April when it decreased by approximately 18 % a year until now. The index recorded the great fluctuations in the end of the White House tariff, from which the latest chapter was presented Framework Trade Agreement Between the United States and China that helped boost morale in the market last week.

US The commercial deal with the United Kingdom At the same time, it entered into force on Monday, which reduced the customs tariffs on British cars and spaces, but maintaining a 10 % basic duty on most commodities.

The two countries have not yet finished the touches on a deal on steel imports – while The widest American steel tariff policy It is to maintain high prices in the United States and depression elsewhere.

The White House remains closed in negotiations with many major commercial partners, including Canada, the European Union, Taiwan, Japan and India.

“The market at the present time I think a very naive look at what is happening on the commercial front,” Bob Parker, the chief adviser to the International Capital Markets Association, told CNBC “Squawk Europe” on Monday.

“We can conduct this discussion easily at the end of the year or we are likely to go to 2026, because we all know to make very complicated and long trade agreements,” Parker said. “As we saw on the weekend with Canada, there is a serious risk of failure of commercial negotiations.”

He added that with the European Union in particular, even if it is The deadline was extended on July 9 to reach an agreementYou can see several attached levels high level of definitions in place.