Closing Bell Closing Bell: Setting up for the Summer 5/27/25
May 27, 2025
Dan Greenhouse, Chief Strategist at Solus Alternative Asset Management, shares insights on the stock market's recent surge, specifically the S&P 500 nearing its all-time high. He discusses how suspended tariffs are influencing investor sentiment and corporate earnings, particularly for giants like NVIDIA and Apple. Greenhouse emphasizes long-term investment strategies to navigate market volatility while analyzing the significance of NVIDIA's earnings in the AI sector. He also touches on promising asset allocation shifts and the emergence of professional lacrosse as a lucrative brand space.
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Tariffs' Impact Less Severe Than Feared
- Despite tariff threats causing volatility, their actual impact on market sectors like tech may be less severe than initially feared.
- Companies like Apple can withstand margin hits from tariffs without it being a death knell.
Bond Yields Influence Market Highs
- Lower bond yields support stock market highs, while rising yields could cause short-term equity pullbacks.
- Earnings growth remains crucial for sustained market rises despite interest rate fluctuations.
Burden Sharing Eases Tariff Costs
- Consumer companies are managing tariff impacts through burden sharing with suppliers, easing margin pressures.
- This adaptation helps mitigate some negative tariff effects and preserves earnings outlooks.