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Weekly Focus: Trump, Peace Talks, FOMC Minutes and Fed Choir

S&P 500 futures are rising by 0.2% to 6,124 points this week, retreating slightly from the recent high of 6,127 points. This level is close to the all-time high set on January 24, which could be surpassed in the coming days. Despite high U.S. inflation figures last week, the index has added 1.48%. While resistance at 6,130–6,150 points is capping further gains, this level is expected to shift higher to 6,230–6,250 points, marking a potential 2.12% upside. A breakout above 6,250 would open the path to extreme targets at 6,650–6,750 points.

For this bullish trajectory to hold, strong fundamental support is needed. U.S. President Donald Trump could emerge as a key catalyst, with his scheduled speech on Tuesday following U.S.-Russia peace talks in Saudi Arabia. Known for unexpected moves, Trump’s remarks could provide market-moving surprises, with investors anticipating positive signals.

Another potential driver is the release of January FOMC Minutes on Wednesday. This document will serve as a follow-up to Federal Reserve (Fed) Chair Jerome Powell’s hawkish commentary last week, which investors largely dismissed. Market participants now expect the January PCE index to decline to 2.6% YoY from 2.8%, potentially reinforcing the case for Fed rate cuts—an optimistic scenario. Additionally, nine Fed members are scheduled to speak on Monday and Thursday. If they echo Powell’s hawkish stance, even a modest 0.5% gain in the S&P 500 this week would be a notable achievement.

Institutional investors remain cautious. The SPDR S&P 500 ETF Trust (SPY) saw net outflows of $575.3 million last week, excluding Friday, signalling a wait-and-see approach among large investors.

The technical outlook for the S&P 500 remains unchanged. The index continues in an upward formation, with primary targets at 6,150–6,250 points and extreme targets at 6,650–6,750 points. The nearest resistance is at 6,130–6,150 points, while a decisive break above 6,250 could drive the index toward its extreme targets.

In commodities, Brent crude is continuing its downtrend, trading at $74.84 per barrel, with downside targets at $68.00–70.00. Prices remain within a broad $70.00–80.00 range, with traders reluctant to bet on further declines, though upside potential appears limited.

Gold prices are retreating to $2,899 per troy ounce after breaking past the $2,850–2,880 resistance zone. The rally appears to be losing momentum, with the next target at $2,960–2,980 per ounce and extreme targets at $3,200–3,300.

In currency markets, the U.S. dollar is weakening, with EURUSD climbing to 1.04800. A sustained move above 1.05700 could propel the pair toward 1.09500–1.10500.