Gwyn Loney yaEZ

#MarketRebound 🔁 Why the Market Rebound Happened 1. Shock, Sell‑Off & Rapid Recovery Stocks plunged sharply in early April (dubbed the 2025 crash) when sweeping tariffs were announced on April 2, causing the S&P 500 to drop by ~12% by April 8. But after the administration paused those hikes, the market surged—with its largest single‑day gain in 17 years—and quickly regained ground . By mid‑May, the S&P 500 had reclaimed its 2025 losses; by late June, it was at record highs—nearly 6 % above the pre‑crash peak . 2. Economic Resilience & Positive Earnings U.S. GDP rebounded to +3% annualized in Q2 after a contraction in Q1, easing recession fears . Corporate earnings have been strong: over 80 % of S&P 500 companies beat expectations in Q2, supporting market momentum . 3. AI & Sector Leadership Market gains are heavily concentrated in AI‑driven and tech stocks—Microsoft, Meta, Nvidia, etc.—even amid high interest rates . Other sectors (industrials, utilities, financials) are also gaining breadth in 2025—a notable shift from the narrow leadership of prior years . 4. Fed Signal & Tariff Shift The Federal Reserve, while cautious, signals the possibility of rate cuts starting in September, supported by slowing job growth and cooling inflation—markets have priced in about an 80% chance of a cut by then . Trade tensions eased as some tariffs were paused or renegotiated, including a U.S.–China 90‑day truce, reducing market uncertainty . $BTC $ETH $BNB