Weekly Market Analysis, Commentary and Picks - 5/23/2025

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Tariff Turbulence Returns to Wall Street

Just ahead of Memorial Day weekend, markets were shaken by renewed trade tensions as Donald Trump threatened steep tariffs targeting the European Union and Apple. His proposal of a 50% duty on EU goods and a 25% tariff on iPhones unless production shifts to the U.S. sparked a swift downturn in major indexes, with all three logging their worst weekly performance since April. The rhetoric, rooted in frustration over sluggish trade talks and Apple’s overseas manufacturing pivot, revived volatility and investor unease. While some analysts view the threats as political posturing, the broader implications—especially for multinational earnings and Fed policy—remain serious. Meanwhile, sector rotation data signals a short-term shift toward defensives, with Utilities gaining traction amid Trump’s nuclear energy push, even as Tech and Discretionary sectors, previously dominant, faltered.