American markets have rebounded significantly at the end of the session.
The S&P 500 gains +2.91% to 6528 points.
The Dow Jones Industrial Average rises by +2.49% to 46341 points.
The Nasdaq Composite outperforms with +3.83% to 21590 points.
The movement is directly linked to the statements made by Donald Trump, who mentions a possible end to the conflict with Iran within two to three weeks, without immediate conditions on the Strait of Hormuz. This signal triggered a strong recovery in risky assets.
Meanwhile, oil prices remain high but stabilize: WTI around $102 and Brent close to $117. The dollar loses 0.4%, reflecting a slight return of risk appetite.
Regarding monetary policy, Jerome Powell adopts a more lenient tone. He believes that interest rates are well positioned to “wait and see”, with no immediate risk to the financial system. The market anticipates a massive monetary status quo: over 97% probability for the next meeting, with rates still expected to be between 3.50% and 3.75% by the end of the year.
Indicators confirm a moderate slowdown:
The Chicago PMI drops to 52.8 (from 57.7), but remains in expansion territory.
Household confidence rises to 91.8.
Job openings (JOLTS) decrease to 6.88 million, a sign of a labor market normalizing.
In terms of stocks, the AI theme leads the market.
Nvidia (+5.5%) invests $2 billion in Marvell Technology (+12.8%), strengthening their strategic partnership.
Microsoft rises by +3.1% with a $1 billion investment plan in AI in Thailand.
In the healthcare sector, Eli Lilly (+3.7%) acquires Centessa Pharmaceuticals (+44%) for over $6.3 billion.
Biogen declines (-2.2%) despite acquiring Apellis Pharmaceuticals (+136%).
Finally, McCormick & Company advances by +1.2% after strong results and confirms its strategic alignment with Unilever, with expected synergies of $600 million.
The session demonstrates a highly reactive market to political signals: the rebound is significant, but remains dependent on geopolitical trajectory and energy prices.
