Monthly Stock Market Analysis, Commentary and Potential Picks for May 2025
WEEKLY COMMENTARY
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June Opens with Uneasy Optimism as Markets Digest Tariffs, Tech Gains, and Sector Rotation
As June begins, investors are stepping cautiously into a market still buzzing from a strong May rally and bracing for fresh political and economic headwinds. While Wall Street welcomed a wave of better-than-expected earnings and cooling inflation last month, renewed tariff threats from former President Trump and fiscal uncertainty out of Washington have cast new shadows over the path ahead. With sector rotation suggesting a shift in risk appetite and key indices approaching highs, traders are now navigating a landscape marked by both momentum and hesitation.
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