The U.S. market is trading headlines, not valuations. As of April 6, indexes remain fragile - geopolitics is keeping oil, inflation expectations, and overall risk sentiment under pressure. After the March selloff, the market is trying to stabilize, but for now this looks more like a reaction to headlines than a genuine return of demand.
The core thesis remains unchanged - this is a news-driven market. As soon as tensions begin to ease in a meaningful way, rather than just flashing through the tape as vague talk of negotiations, equities will have room to move higher. At this stage, the market does not need a perfect backdrop - it only needs the news flow to stop getting worse.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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