Peakfolio Team
May 5, 2025
Between April 28 and May 5, markets in the U.S. regained momentum, as easing trade tensions and better-than-expected earnings lent a welcome dose of confidence to investors.
Investor sentiment improved significantly during the week, with the major U.S. indices posting solid gains. A growing sense that the tariff outlook may be less aggressive than feared combined with encouraging earnings reports from several large-cap companies helped shift the tone from caution to cautious optimism. Many sectors participated, but technology and export-oriented names led the charge, reflecting relief in global supply chain pressures.
Still, even as the rally broadens, market watchers remain mindful of underlying risks. Inflation remains sticky, and although trade policy appears less volatile, it has not been fully resolved—which keeps investors alert. As the current week unfolds, attention will turn to upcoming inflation data and further corporate reports to determine whether this post-correction rebound can evolve into sustainable upside or simply reflects short-term relief.