Decodify the manifestation of the post-liberation of the stock market

Santa Monica, California. – If you are confused why the actions have been again traveled after the route of the “Liberation Day” of April, be sure that the market has its reasons.

“I think there are two reasons to (the rally). Number one, when markets usually go down quickly, they actually recover quickly. So the story was repeated. And number two, I think the” Liberation Day “was a maximum of fare pain and we have seen many negotiations since then, and I think the markets begin to appreciate – Saira Malik told Yahoo Finance on Milken Institute Global Conference Tuesday (previous video).

Malik leads a business with more than $ 1 trillion in management under management. It has been decades in the financial services industry, from JpMorgan Asset Management in 1995.

Malik continued: “I will launch the expectations of the first quarter’s earning season. We were looking for a growth of the 6% profit in this quarter. We are currently around 12%. So it has been a strong results season. It’s not a strong season of perspectives, but a strong season of results.”

Investors seem to support the earnings of earnings here and now instead of future gains in the event that the Trump rates begin to bite the second quarter, according to economists.

Read -Ne More: The latest news and updates on Trump’s rates

First quarter strong Earnings reports of goal (Goal), Alphabet (Googl), and Microsoft (Msft) In the last two weeks they have fed the NASDAQ-PPA compound (^Ixic) Up to a gain of 13.5% last month. This is despite Apple’s tastes (AAPL) warning that Trump’s rates would affect their cost base in the A adjustment of $ 900 million.

On Monday, the S&P 500 won a nine -day winning streak. Marked the longest winning streak of actions dating back to 2004. The Dow Jones industrial average (^Dji) Also it ended a nine -day winning streak, the best since 2023.

The three main rates are negative for the year, however, the Nasdaq led to a fall of 8.5%.

Malik said that it is not time to pay cash, despite the unknowns of Trump administration policy, as investors can obtain high digit returns on fixed and high -performance corporate good.

“You will not win this in cash, and cash returns will deteriorate as the Fed reduces the rates. I think cash money is obviously a great class of assets and something to maintain the expenses you need and for emergencies. But you can overcome cash in fixed revenue and equities areas,” said Malik.