US Stock Market Analysis, Commentary and Picks for the week ending May 2, 2025

WEEKLY COMMENTARY

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🔥 Markets on a Tear… But a Cooldown Might Be Coming 🔥

The S&P 500 just clocked in 9 straight green days—its longest win streak since 2004—thanks to a strong jobs report and fresh optimism on trade talks with China. Big names like Meta and Microsoft helped fuel the rally, and almost every sector joined the party (except Energy, which took a hit from falling oil prices). But don’t get too comfy—tech resistance levels are looming, volatility’s still elevated, and traders are piling into calls (a sign of market overconfidence). With earnings uncertainty and inflation still in the mix, a short-term pullback could be around the corner. Might be time to lock in some gains and stay nimble.