The 1-Minute Market Report May 18, 2025

Erik Conley
11.46K Followers
(6min)

Summary

  • The market staged a strong 4-week rally as tariff worries eased, with investors rotating out of safe havens into risk assets like stocks.
  • Tech and Consumer Discretionary sectors led gains, fueled by money flowing out of Healthcare, Real Estate, and defensive stocks.
  • High Beta and Growth stocks outperformed, while Value, Low Volatility, and non-U.S. equities lagged behind in the recent rebound.
  • Sustained rally depends on trade negotiation progress, especially with China, as their global deals could reduce U.S. leverage.
Data analyzing in commodities energy market: the charts and quotes on display. US WTI crude oil price analysis. Stunning price drop for the last 20 years.

SlavkoSereda/iStock via Getty Images

It’s been a dazzling rally for the past four weeks as investors have pulled back from tariff worries and see a chance for favorable trade deals with China and other countries.

In this brief market report, we look at the various

This article was written by

11.46K Followers
Trader, analyst & portfolio manager, from 1975 - 2001. Former head of equity trading at Northern Trust Co. in Chicago. Now a private investor, founder of a nonprofit investor advocacy firm, and private investing coach. It gives me great satisfaction to teach retail investors the same skills and strategies that I used with my high net worth clients as a private wealth manager. It may be a cliche, but giving something back to the community is more rewarding to me than helping very rich people get even richer.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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