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S&P 500 Gains Amid Tariff Concerns and Earnings Anticipation

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, April 2, 2025. President Donald Trump's deliberations over his plans to impose reciprocal tariffs are coming down to the wire, with his team said to be still finalizing the level and scope of new import taxes he is slated to unveil on Wednesday afternoon. Photographer Michael Nagle/Bloomberg

The S&P 500 index rose slightly on Monday, despite threats from US President Donald Trump regarding increased tariffs on several countries. The index increased by 0.14 percent, closing at 6,268.56. This modest gain reflects traders’ optimism that ongoing negotiations may eventually lead to reduced tariffs, even as they prepare for a busy week in the second-quarter earnings season.

The Nasdaq Composite also experienced gains, climbing 0.27 percent to reach 20,640.33. Meanwhile, the Dow Jones Industrial Average rose by 88.14 points, or 0.20 percent, finishing at 44,459.65. Investor sentiment remained resilient, as many focused on upcoming corporate earnings rather than the looming tariff threats.

Trump’s announcement on Saturday revealed plans to impose 30 percent tariffs on goods from the European Union and Mexico, effective August 1. Both the EU and Mexican leaders have signaled their willingness to continue discussions with the Trump administration in hopes of reaching a more favorable agreement.

Investors are particularly attentive to economic indicators this week. Inflation data, set to be released soon, will provide insight into the broader economic impact of existing tariffs. Additionally, major banks, including JPMorgan Chase, are scheduled to report their quarterly earnings starting Tuesday.

“The big question for markets in the coming weeks is if earnings, which are expected to be solid, can overshadow the tariff issues that are still there in the background,” said Glen Smith, chief investment officer of GDS Wealth Management. He noted that the market has managed to withstand negative tariff headlines while maintaining a focus on earnings and economic resilience.

Another factor to consider is the apparent discord between the Trump administration and the Federal Reserve. On Sunday, National Economic Council Director Kevin Hassett stated in an interview that Trump has the authority to dismiss Fed Chair Jerome Powell “if there’s cause.” This comes as Trump has consistently criticized Powell for not lowering interest rates, while the Federal Reserve has defended its approach and addressed concerns about the costs related to renovations of its main building in Washington, DC.

Monday’s market performance follows a challenging week for stocks, though major averages remain close to their record highs. As investors await further developments, particularly regarding tariffs and corporate earnings, the coming days will be crucial in determining market direction.

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