The American markets closed strongly at the end of the session. The S&P 500 gained +2.91% to 6,528 points. The Dow Jones Industrial Average rose by +2.49% to 46,341 points. The Nasdaq Composite outperformed with +3.83% to 21,590 points.
The movement is directly linked to the statements made by Donald Trump, who mentioned a possible end to the conflict with Iran in two to three weeks, without immediate conditions on the Strait of Hormuz. This signal triggered a strong recovery in risk assets.
Meanwhile, oil prices remain high but stabilize: WTI around $102 and Brent close to $117. The dollar weakened by 0.4%, indicating a slight return of risk appetite.
On monetary policy, Jerome Powell took on a more accommodative tone. He believes that rates are well positioned to “wait and see,” with no immediate risk to the financial system. The market expects a massive monetary status quo: over 97% probability for the next meeting, with rates still expected to be between 3.50% and 3.75% at the end of the year.
Indicators confirm a moderate slowdown: The Chicago PMI fell to 52.8 (from 57.7) but remains in the expansion zone. Consumer confidence rose to 91.8. Job openings (JOLTS) decreased to 6.88 million, indicating a normalization of the labor market.
In terms of stocks, the AI theme boosted the market. Nvidia (+5.5%) invested $2 billion in Marvell Technology (+12.8%), strengthening their strategic partnership.
Microsoft rose by +3.1% with a $1 billion investment plan in AI in Thailand.
In the healthcare sector, Eli Lilly (+3.7%) acquired Centessa Pharmaceuticals (+44%) for over $6.3 billion. Biogen declined (-2.2%) despite the acquisition of Apellis Pharmaceuticals (+136%).
Finally, McCormick & Company advanced by +1.2% after strong results and confirmed its strategic alliance with Unilever, expecting synergies of $600 million.
The session demonstrated a very reactive market to political signals: the rebound was significant but remains dependent on the geopolitical trajectory and energy prices.
