The recent rally was driven by-To The Moon - Tiger Brokers Online Investing Community - To The Moon

The recent rally was driven by three major factors:

Lower oil prices

The preliminary US-Iran agreement raised hopes that oil exports through the Strait of Hormuz will normalise.

Brent crude fell below US$80/barrel, easing inflation concerns. �

Reuters +1

Lower inflation expectations

Cheaper energy reduces pressure on the US Federal Reserve to tighten monetary policy.

Investors are now more comfortable owning growth and technology stocks. �

Reuters +1

Risk appetite returned

The Dow closed at fresh record highs.

The S&P 500 remains near all time highs despite some profit taking in AI stocks.

Volatility has fallen from recent peaks. �

AP News +1

Is this a new bull market?

The evidence suggests the US market remains in a bull market:

Indicator

Status

Dow Jones

Record high

S&P 500

Near record high

Earnings growth

Still positive

Recession risk

Lower than feared

Oil prices

Falling

Credit markets

Stable

However, a few risks remain:

The US-Iran agreement is still preliminary and could face setbacks. �

The Guardian +1

The Fed meeting is a major near term catalyst.

Valuations, especially in AI and technology stocks, are no longer cheap.

Any rebound in oil above US$90 could revive inflation concerns.

Dow Drops 464 Points Ahead of Jobs Data — What Does Tonight's Print Need to Show?

U.S. stocks fell broadly Thursday — Dow −464 points (−0.85%), S&P 500 −0.18%, QQQ −0.37% — with Treasury yields and crude both higher. Everything points at July payrolls tonight (8:30 a.m. ET / 20:30 Beijing): consensus near 80,000 against June's 57,000, unemployment holding at 4.2%. The cooling evidence keeps stacking — ADP at 44,000, openings down, ISM services employment at 47.4. Gentle cooling with contained wages pulls yields lower and gives AI and semis valuation room; a hot print revives September hike bets. Tonight, watch the number or the wages?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Brent crude fell below US$80/barrel, easing inflation concerns. � Reuters +1 Lower inflation expectations Cheaper energy reduces pressure on the US Federal Reserve to tighten monetary policy. Investors are now more comfortable owning growth and technology stocks. � Reuters +1 Risk appetite returned The Dow closed at fresh record highs. The S&P 500 remains near all time highs despite some profit taking in AI stocks. Volatility has fallen from recent peaks. � AP News +1 Is this a new bull market? The evidence suggests the US market remains in a bull market: Indicator Status Dow Jones Record high S&P 500 Near record high Earnings growth Still positive Recession risk Lower than feared Oil prices Falling Credit markets Stable However, a few risks remain: The US-Iran agreement is still preliminary and could face setbacks. � The Guardian +1 The Fed meeting is a major near term catalyst. Valuations, especially in AI and technology stocks, are no longer cheap. 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