今夜！突发大利好！

Core Viewpoint - The article highlights positive developments in trade agreements between the U.S. and Japan, as well as potential agreements with the EU, which have led to a significant rise in U.S. stock markets [4][5]. Trade Agreements - The U.S. and Japan have reached a trade agreement that includes a 15% "reciprocal" tariff on goods exported to the U.S. from Japan [4][8]. - The U.S. is reportedly close to finalizing a trade agreement with the EU, which may involve a 15% tariff on European imports, preventing a potential increase to 30% [4]. - The EU is preparing a retaliatory tariff plan that could reach up to €93 billion, with a maximum rate of 30%, if an agreement is not reached by August 1 [4]. Market Reactions - Following the announcement of the trade agreements, the Dow Jones Industrial Average surged by 400 points, reflecting strong market optimism [5]. - Analysts suggest that the clarity in trade policies is beneficial for market stability and could lead to continued stock market gains [9]. Federal Reserve Expectations - There is increasing speculation regarding a change in leadership at the Federal Reserve, which may lead to a more accommodative monetary policy [11][12]. - Market participants are betting on a significant interest rate cut in 2026, with expectations rising from a 25 basis point cut in April to a 76 basis point cut now [11]. - The potential for a new Fed chair who favors rate cuts is influencing investment strategies on Wall Street [12].