by Bryan Perry
April 29, 2025
The market enjoyed a much-needed snap-back last week. In order to build on this nascent rebound, more progress on tariffs, inflation and earnings need to cross the tape – like oxygen to a mountain climber.
Technology stocks were the real bright spot (up 8.1% last week), as confidence returned to the AI trade after waning for several weeks under the weight of extreme tariffs levied by both the U.S. and China.
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