Flash Market Report: FundStrat’s Mark Newton Reacts to U.S.-China Trade Deal & Markets Surging

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May 12, 2025

Mark Newton, Head of Technical Strategy at Fundstrat, dives into the implications of a surprising U.S.-China trade deal. He discusses why this market rally may have staying power, shares insights on tech stocks, and cautions about a possible pullback in June. Newton also analyzes the unusual trends in equities and treasury yields, shedding light on the dollar's recent volatility. With a focus on the technology sector's crowded market, he offers strategic advice for investors navigating this dynamic landscape.

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INSIGHT

Trade Deal Sparks Market Rally

The announcement of a U.S.-China trade deal triggered a roughly 3% rally in stocks as it signals potential de-escalation in geopolitical tensions.
This positive market reaction also hints at easing concerns in other areas like India-Pakistan and Ukraine-Russia conflicts.

INSIGHT

Market Rally Despite Negative Sentiment

Despite the strong rally, market sentiment remains negative, making it one of the most hated rallies ever.
Mark Newton targets the S&P 500 to reach 6,650 by 2025 but expects consolidation and a pullback in June.

ADVICE

Cautious Optimism on Tech Stocks

Technology stocks remain attractive and are one of Mark Newton's favorite sectors this year.
Traders should consider taking profits soon as tech stocks are becoming overbought and a short-term consolidation is likely.

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Stocks are ripping higher after news of a U.S.-China trade deal, but will it last? In this Wealthion Flash Market Report, Fundstrat’s Mark Newton joins Maggie Lake to react to the surprise announcement and explains why he believes this rally still has legs. Mark shares his outlook for tech stocks, treasury yields, and the dollar, and why June could bring a key market pullback even as the S&P targets 6,650 in 2025.

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#Markets #StockMarket #SP500 #TechnicalAnalysis #USChina #TradeDeal #InterestRates #Treasuries #Dollar #TechStocks #USA #China #Tariffs

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