S&P and Nasdaq Hit New Hights

US-Iran Ceasefire for Two Weeks

As US-Iran tensions ease, risk-off sentiment fades and risk appetite returns. On April 17, the Nasdaq posted 13 straight gains to a record high, with chip and AI stocks leading the US rally — reopening a positioning window.

I. Oil Prices Ease 

Earlier geopolitical tensions raised concerns over energy routes like the Strait of Hormuz. With the ceasefire, the geopolitical risk premium in oil markets is being squeezed out, leading to a decline in oil prices.

II. Inflation Cools

High oil prices were a key driver of inflation. Lower energy prices will reduce imported inflationary pressures, helping core inflation move closer to the Fed’s 2% target.

III. Rate‑Cut Expectations Re‑emerge

Cooler inflation gives the Fed more room to manoeuvre. Lower oil prices + easing inflation = renewed rate‑cut expectations, boosting the valuation appeal of US risk assets.

Star Tech Leaders: Innovation for Long-Term Technology Stocks Allocation 

Backed by strong moats and continuous innovation, U.S. tech giants remain core long-term holdings. NVIDIA, for example, as the undisputed leader in Al chips, is a prime beneficiary of surging global demand for computing power.

*Sorted by the top 3 market capitalizations.

Long-Term Positioning: 

Invest in ETFs with RSP 

Worried about buying at the high? Start a Regular Saving Plan (RSP) into selected U.S. stock ETFs. Invest daily, weekly, or monthly with small amounts to participate in the long- term growth of the U.S. economy. The U.S. stock market has a long-term upward trend, with the S&P 500 ETF gaining over 80% in the past five years. By investing regularly, you can automatically lower your average cost during market fluctuations-no need to stress over timing the market.