The return of rate hikes fears didn’t weigh on markets for too long, as US equities rallied sharply yesterday, and the S&P500 entered a bull market. But the focus will quickly turn to the monetary policy meetings scheduled by the Fed and ECB next week. 

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The unexpected rate hikes announced in Australia and Canada reminded investors that inflation hasn't evaporated from the risk landscape. The return of the hawks, i.e. the most orthodox central bankers, triggered some sell-offs yesterday in US growth stocks, which have been on a rollercoaster ride since the start of the year.

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Well, I think it's clear: the market isn’t going down any more. Even when it appears to be doing so, investors find a way to save the day. This was the case yesterday, when the Nasdaq returned to the green at the end of the session, gaining 0.01%, while the Dow Jones was up by 0.03%. These variations are obviously anecdotal, but they show investors' resilience in a difficult and complex economic environment. 

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With only a few days to go before the Fed unveils its monetary policy rate decisions, the pressure is on after the Australian central bank unexpectedly tightened its monetary policy, concerned about persistent inflation. Meanwhile, the Nasdaq is holding up well, China is speculating on a hypothetical support plan and Apple is presenting a new $3,500 toy.

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The mood is still upbeat on equity markets, buoyed by economic strength in the US and the latest rumor of a stimulus plan in China. Tech stocks are still I the driving seat, as we await the next monetary events, first of all the Fed meeting on June 15. 

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We’re nearing the end of the debt-ceiling psychodrama in the United States, which gives a welcome boost to global indices.

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All Western markets ended in the red yesterday due to various headwinds. Exceptionally, they were unable to count on support from the tech sector. Investors were torn between the high probability of a resolution to the US debt ceiling issue and the return of rate hike fears.

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Nothing new so far this morning, China continues to disappoint investors, AI still rules financial markets and the US debt ceiling remains the main focus of investors, as the month of May comes to a close.

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Wall Street reopens after the long bank holiday weekend. Macroeconomic data also make a comeback with the first major statistic of the week, the Conference Board's US consumer confidence index. The focus of investors is still on the debt-ceiling in the US, after Joe Biden and Kevin McCarthy reached a tentative agreement on the US debt ceiling, which must now be scrutinized by the Congress. 

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Things are really heating up in the American tech sector, which benefits the Nasdaq 100 and the S&P 500, but elsewhere, the mood is not exactly festive. The Dow Jones is lagging, European markets are dragging their feet, the UK is sinking further into a deep crisis with Gilts drifting, Germany is officially entering recession, Beijing is struggling to turn its economy around, and oil is down around 3%. New data shows US inflation is proving resilient. Here's the overall picture for this final session of the week.

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