S&P 500 / ESU2025
Key drivers:
Rebounding from April’s tariff-induced lows, boosted by optimism around U.S.–China trade, easing geopolitical tensions, and Fed rate‑cut expectations
Market breadth strengthened as sectors beyond mega-cap tech—especially financials and industrials—joined the rally
Nasdaq / NQU2025
Catalysts:
Continued leadership from AI/digital giants like Nvidia (which rose ~4% on Friday and regained its title as the world’s most valuable company) alongside broader tech momentum
Dow Jones / YMU2025
Highlights:
Strongest weekly performance since early April.
Corporate earnings (e.g., Nike’s better-than-expected report) provided sector-specific tailwinds.
Cross‑asset momentum: Equities rebounded strongly from April’s slump, logging back-to-back months of double-digit gains—fuelled by tariff ease, geopolitical calm, and dovish Fed signals.
Vigilance required: While sentiment is strong, potential catalysts include the July 9 deadline on tariff pauses, upcoming jobs data, Fed commentary, and the tax/spending package.
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I will be approaching the markets differently from now on.
Based on the feedback from past analysis, I will be compiling all related pairs into one video, giving you guys the ability to see how one asset affects the other.
This is called inter-market relationship and it's something i've been doing for years.
It gives you confidence on what pairs are 'Hot Picks' and the ones that have a high chance of not delivering the way you want.
Key drivers:
Rebounding from April’s tariff-induced lows, boosted by optimism around U.S.–China trade, easing geopolitical tensions, and Fed rate‑cut expectations
Market breadth strengthened as sectors beyond mega-cap tech—especially financials and industrials—joined the rally
Nasdaq / NQU2025
Catalysts:
Continued leadership from AI/digital giants like Nvidia (which rose ~4% on Friday and regained its title as the world’s most valuable company) alongside broader tech momentum
Dow Jones / YMU2025
Highlights:
Strongest weekly performance since early April.
Corporate earnings (e.g., Nike’s better-than-expected report) provided sector-specific tailwinds.
Cross‑asset momentum: Equities rebounded strongly from April’s slump, logging back-to-back months of double-digit gains—fuelled by tariff ease, geopolitical calm, and dovish Fed signals.
Vigilance required: While sentiment is strong, potential catalysts include the July 9 deadline on tariff pauses, upcoming jobs data, Fed commentary, and the tax/spending package.
------------------------------------
I will be approaching the markets differently from now on.
Based on the feedback from past analysis, I will be compiling all related pairs into one video, giving you guys the ability to see how one asset affects the other.
This is called inter-market relationship and it's something i've been doing for years.
It gives you confidence on what pairs are 'Hot Picks' and the ones that have a high chance of not delivering the way you want.
UK, London
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UK, London
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。