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Is the Stock Market’s Unstoppable Rally a Genius Play or a Ticking Time Bomb?

Is the Stock Market’s Unstoppable Rally a Genius Play or a Ticking Time Bomb?
  • Analysts in a Reuters poll expect Brent crude to average $67.84 in 2025 and WTI $64.61, largely unchanged from prior forecasts. They anticipate prices drifting lower into 2026, with Brent averaging about $62.98 in Q2.

  • Ongoing U.S. tariff uncertainty and rising OPEC+ output continue to weigh on the market. Eight OPEC+ members are set to increase production by 548,000 bpd in August, with a similar rise likely in September.

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    Market outlook: Earnings are driving stocks higher

    The S&P 500 is poised to reach a new record high this morning after a brief pullback on Tuesday and Wednesday. Sentiment is elevated, and some profit-taking is likely in the near term. While no confirmed negative signals are visible, the risk-to-reward ratio for new long positions is less favorable.

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