#MarketRebound #Tradersleague
In mid 2025, global equity markets have surged back from the early April plunge triggered by sweeping U.S. tariffs. The S&P 500 erased its losses for the year in May after posting its best monthly gain (+6.3%), led by technology and communication stocks. A stronger-than-expected US jobs report in early June, showing +139,000 nonfarm payrolls, further boosted investor optimism .
Trade talks between Washington and Beijing, now entering a second round in London, have loosened headline pressures and lifted risk sentiment. The S&P 500 recently approached record highs (~6,038), within 1.7% of its February peak, while trend following signals such as earnings revision breadth have flipped positive, supporting further gains. Retail and institutional investors alike have jumped back in, with Bank of America flagging 25 out of the past 26 weeks of inflows.
That said, strategists caution against overconfidence. High valuations, unsettled trade policy, and upcoming data releases like CPI could influence whether the rebound holds firm or remains range-bound.
