According to Goldman Sachs, retail investors have started to increase their investment in the S&P 500, the Nasdaq 100 index and ETF since last week.
The corresponding situation is that when Trump’s reciprocal tariffs were suspended, investors’ sensitivity to tariffs was no longer verbally speaking, but they really started to use funds to buy at the bottom.
Although there were some twists and turns on Saturday and Sunday, the US stock market opened well. I believe that if there were no Sunday Lutnick, the situation would be better on Monday.
However, the GDP data at the end of the month and Trump's repetition of tariffs may still not be enough to convert the risk market from rebounding to reversal, and it must also maintain sensitivity to information and events.
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