🌍 US–Canada Trade Truce Ignites Global Rally — Don’t Miss the Next Big Move!

Introduction

Markets are awakening with renewed optimism as trade negotiations between the United States and Canada breathe life into investor sentiment. With risk appetite climbing and mega-cap techs fueling the charge, a potentially pivotal market window is unfolding across asset classes. But while most remain reactive, the smart money is already moving.

One of the Best Brokers in Europe

For active investors looking to benefit from this volatile yet opportunity-rich environment, one of Europe’s top brokers continues to offer the fastest execution, lowest spreads, and access to U.S., EU, and APAC markets in real time. Don’t settle for mediocre access when the next big move could come overnight.

Financial Performance

With Nasdaq futures up 0.4%, S&P 500 E-minis up 0.3%, and Europe’s DAX rising 0.4%, equity momentum is spreading globally. Japanese equities surged 1.0%, and South Korea followed with a 0.7% gain, fueled by the removal of Canada’s digital tax and optimism around a U.S. tax reform bill.

Key Highlights

• Canada drops its digital services tax to reignite trade talks
• U.S. payroll data expected to show weakening job growth
• Oil continues to fall as OPEC+ output rumors swirl
• Dollar weakens, boosting EUR and GBP to multi-year highs

Profitability and Valuation

While tech giants like Nvidia, Alphabet, and Amazon continue to outperform, valuations remain in the upper quartile. However, with the Fed poised for rate cuts, forward multiples may become more attractive as lower yields improve discounted cash flow models.

Debt and Leverage

The U.S. budget deficit and the $3.3 trillion borrowing estimate are weighing on Treasury demand. Yet, 10-year yields remain stable at 3.28%, suggesting institutional buyers are still stepping in, betting on policy support.

Growth Prospects

The tech sector remains the global growth engine. With AI, cloud infrastructure, and e-commerce all accelerating, key players are looking at double-digit revenue growth even in tightening macro conditions.

Technical Analysis

Technically, Nasdaq remains above its 50-day moving average. RSI readings for many mega-cap stocks are trending toward 65–70 on the daily chart, indicating sustained bullish momentum. A clean break above last week’s highs could initiate a fresh leg higher.

Target Price Ranges:

• Short Term (1–2 weeks): Nasdaq 100 to test 19,100
• Medium Term (1–2 months): S&P 500 aiming for 5,750
• Long Term (6–12 months): Amazon (AMZN) to target $220; Nvidia (NVDA) $1500

Potential Catalysts

• Weak U.S. payroll data = likely July rate cut
• Senate advances $3.3 trillion fiscal package
• Continued trade thaw between U.S. and Canada
• OPEC+ clarity on oil output limits

Leadership and Strategic Direction

Fed Chair Jerome Powell’s remarks at the ECB Forum in Sintra may reset expectations on rate trajectories. Markets are pricing in more than 63 bps in cuts this year. Investors should stay alert to dovish shifts that could reprice equities fast.

Impact of Macroeconomic Factors

The declining dollar, rising deficit concerns, and potential rate cuts form a potent macro cocktail. For exporters and U.S.-denominated assets, this is a rare alignment that can drive prices higher.

Total Addressable Market (TAM)

With global equity exposure expanding via ETFs, retail adoption rising, and AI-driven quant funds adding liquidity, the TAM for active traders is larger than ever. Europe’s role, especially with DAX futures gaining, is increasingly strategic.

Market Sentiment and Engagement

With the euro at $1.1735 and the pound at $1.3733, FX flows confirm the shift in global sentiment. The dollar index slipping toward a 3-year low reflects a broader reallocation trend into risk assets.

Conclusions, Target Price Objectives, and Stop Losses

This is a market driven by policy anticipation and momentum. Weak labor data and continued trade diplomacy could push equities higher fast. However, volatility is back. Active risk management is key.

Key Price Objectives:

• Nvidia: TP = $1500 | SL = $1210
• Amazon: TP = $220 | SL = $183
• Nasdaq 100: TP = 19,100 (short), 20,000 (medium) | SL = 17,950
• Brent Oil: TP = $75 | SL = $63

Discover More

For more insights into analyzing value and growth stocks poised for sustainable growth, consider this expert guide. It provides valuable strategies for identifying high-potential value and growth stocks.

We also have other highly attractive stocks in our portfolios. To explore these opportunities, visit our investment portfolios.

This analysis serves as information only and should not be interpreted as investment advice. Conduct your own research or consult with a financial advisor before making investment decisions.

Looking to Educate Yourself for More Investment Strategies?

Check out our free articles where we share our top investment strategies. They are worth their weight in gold!

📖 Read them on our blog: Investment Blog

For deeper insights into ETF investing, trading, and market strategies, explore these expert guides:

📘 ETF Investing: ETFs and Financial Serenity
📘 Technical Trading: The Art of Technical & Algorithmic Trading
📘 Stock Market Investing: Unearthing Gems in the Stock Market
📘 Biotech Stocks (High Risk, High Reward): Biotech Boom
📘 Crypto Investing & Trading: Cryptocurrency & Blockchain Revolution

Did you find this article insightful? Subscribe to the Bullish Stock Alerts newsletter so you never miss an update and gain access to exclusive stock market insights: https://bullishstockalerts.com/#newsletter.

Avez-vous trouvé cet article utile? Abonnez-vous à la newsletter de Bullish Stock Alerts pour recevoir toutes nos analyses exclusives sur les marchés boursiers : https://bullishstockalerts.com/#newsletter.