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Tuchman: Follow-Through Rally Signals Better Days, Growth Key in Guidance

May 13, 2025
09:35

According to Peter Tuchman, markets managed to climb the wall of worry on news of the U.S. and China tariff pause. "Not getting a deal is so bad that we have to get a deal," says Peter, adding that optimism on a deal gave investors a signal the worst may be over. On UnitedHealth's (UNH) CEO stepping down and its lack of guidance, Peter says it presents a growth pressure scenario that can resurface. Keeping uncertainty low is what Peter believes will drive markets higher.


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