Markets Surge as U.S.–China Tariff Truce Ignites Rally | Sam Stovall Analyzes the Impact

In this Buy Hold Sell Special Report, hosts Todd M. Schoenberger and Tobin Smith are joined by Sam Stovall, Chief Investment Strategist at CFRA Research, to dissect the market's reaction to the unexpected 90-day ceasefire in the U.S.–China trade war.

Following weekend negotiations in Switzerland, both nations agreed to significantly reduce tariffs—U.S. tariffs on Chinese goods dropped from 145% to 30%, while China's tariffs on U.S. goods decreased from 125% to 10% . This development sparked a substantial market rally:

📈 S&P 500 surged by 3.3%

📈 Dow Jones soared over 1,160 points (2.8%)

📈 Nasdaq jumped 4.4%

Stovall provides historical context, noting that two-thirds of bear markets have occurred near the 200-day moving average, suggesting that recent market behavior aligns with historical patterns. He advises investors to maintain their positions, highlighting promising demand indicators from Lowry Research despite recent volatility. The discussion also delves into the political pressures influencing market conditions, especially with upcoming midterm elections.

Tobin Smith emphasizes the significance of volatility ratings, indicating that extreme VIX levels could serve as buying signals for long-term investors. Both experts agree on the potential for substantial returns in oversold sectors now showing signs of recovery. Additionally, they discuss challenges in U.S. manufacturing, the effectiveness of tariffs, and the importance of strategic investments in high-tech manufacturing sectors.

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