Choppy Waters
Are peak fear and panic now behind us? Detailed analysis below...
Last week was another turbulent one for US stocks, this time with the market closing higher following Wednesday’s announcement of a 90-day tariff pause (excluding China), On the week: SPX +5.7%, NDX +7.4%, RTY +1.6%
A circus of trade/tariff headlines came through this weekend. Much different to last weekend, this weekend’s overall newsflow felt much more skewed to the upside.
Markets are a wild ride right now, but I will continue to zero in on what matters most. On Friday, I highlighted the 2 charts/data points I’m focusing on the closest right now: