#MarketRebound

📈 Market Rebound Highlights

1. U.S. Stocks Surge

The S&P 500 recently broke through the 6,000 milestone, driven by a strong jobs report and a rebound in mega-cap tech stocks like Nvidia via the "Magnificent Seven" .

These tech heavyweights have led the rally, accounting for over 40% of the gains since April lows, prompting analysts to hope for gains to broaden across sectors .

2. Broadening U.S. Rally

Beyond tech, investors are eyeing performance from industrials, financials, consumer staples, and utilities—signaling a more evenly distributed recovery .

3. Europe: Cautious Strength

The Euro Stoxx 50 eased slightly (~–0.2%) Monday amid uncertainty around Sino-U.S. trade talks .

However, broader Eurozone indices like Euro Stoxx 600 are up strong, with the Euro Stoxx 50 climbing around 5.4% in May as trade tensions eased .

4. Tailwinds from Trade Talks

Speculation around a 90-day U.S.-China tariff truce and a delay in Trump’s proposed EU tariffs helped boost investors’ global sentiment .

Euro futures and markets rallied following the EU tariff delay news, driven by renewed confidence in trade diplomacy .

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🔮 What to Watch Next

Earnings momentum beyond the mega-cap tech names will determine if this rebound is sustainable.

Progress in trade negotiations (U.S.-China, U.S.-EU) will be critical in maintaining bullish sentiment.

Interest rates & CPI data could shift the narrative—dampening appetite for risk if inflation surprises.

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✅ Final Take

The recent rebound is significant and increasingly well-rounded. While large-cap tech remains in focus, broader sectors are gaining traction. Global tailwinds from easing trade tensions add support—but trade and macro headlines will continue to drive market direction.

Would you like a breakdown of specific sectors or forecasts next?