The 1-Minute Market Report May 4, 2025

2025-05-03 22:24:00 ET

Summary

• The market rebounded strongly as tariff tensions eased, with the S&P 500 enjoying an 8-day win streak and a 2.1% rise in May.
• Investors shifted from safe havens like gold to risk assets, boosting sectors like Industrials, Tech, and Comm Services, while selling Energy and Autos.
• Mid Cap Growth and Small-Cap Growth outperformed, while defensive stocks like Staples and Utilities were sold off in favor of cyclicals.
• The rally's sustainability hinges on U.S.-China trade negotiations, with significant money flows into Bitcoin, Industrials, and Emerging Markets.

The 1-Minute Market Report May 3, 2025

It’s been a dazzling rally for the past two weeks as investors have pulled back from the tariff war narrative and see a chance for a truce between China and the U.S....

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