Rising Equities Reflect Easing Trade Tensions

In this episode of Doll's Deliberations, we delve into the recent market rally sparked by easing trade tensions between the U.S. and China. With stocks making significant gains, fueled by technology and consumer discretionary sectors, the global financial markets have embraced a 'risk-on' attitude. However, uncertainty persists as the U.S.-China tariff truce remains a temporary arrangement, leaving tariffs still elevated compared to previous levels.

Our analysis highlights the complexities of navigating the evolving trade policies under President Trump, who has shown signs of retracting from aggressive tariff stances. Meanwhile, the U.S. economy shows resilience, with consumer spending holding up, though inflation risks remain a concern.

Tune in as we explore the implications of the administration's pivot in trade strategy, the potential for rising treasury yields, and the ongoing challenges posed by tight policies and inflationary pressures. Stay informed with our insights on market movements and economic developments in this issue of Doll's Deliberations.

For a copy of this week's Doll's Deliberations click on the following link May 12 or go to www.crossmarkglobal.com for additional insight and investment solutions.