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This Week’s Market Recap… 📊

Tariffs, tariffs, and more tariffs. This week was headlined by the tariff announcements that President Trump put out over the weekend. Trump said that the U.S. would put a 25% tariff on Mexico and Canada starting at midnight February 2nd.

Investors and economists in the media have been shouting for months now that tariffs will cause inflation and they’re an awful policy to enact. I have disagreed with this statement in large part due to other current economic trends; strong dollar and decreasing oil costs.

This fear of inflation spooked markets, and Monday was another negative day, similar to last week with DeepSeek. The market did recover throughout the week thanks in large part to solid earnings. We got a massive earnings report from Palantir, which beat, and has seen their stock rise 37% in this week alone.

Google and Amazon both reported this week as well, but saw their stocks fall after earnings due to weaker than expected guidance. Uber had a very strong report, but was shadowed by weak guidance following catastrophic weather events throughout the country in January.

On the economic front, all eyes are on today with the Non-Farm Payrolls (Jobs) report getting released at 8:30 AM EST. On Monday, we got ISM Manufacturing which came in stronger than expected. On Wednesday, we got the ISM Services report that came in less than expected. These two reports did not have a big impact on the market due to all of the tariff and earnings talk.

One thing that has been interesting to watch over the last couple of weeks is the US 10-Year yield. About 3 weeks ago, it felt as if everyone was screaming and shouting that the 10-Year would rise past 5% amid inflation fears. This trade has completely reversed, and the 10-Year today is sitting at 4.44%, an 8.4% decline in just 3 weeks.

We believe that these recent dips on tariff fears are strong buying opportunities. The economy is strong, and we believe it will continue to be throughout this year. We are still set on our S&P 500 target of 7,000 for year end.

As always, be positive, get invested, and stay optimistic!

Have a wonderful weekend!!

Top ETFs on our Radar… 📈

The iShares Expanded Tech-Software Sector ETF has performed exceptionally well this year. Software companies have shown strong performance as investors seek to identify the next big winner in AI.

Tune in every Monday and Friday for in-depth Market Analysis, Recaps, and a featured Stock & ETF.

Thanks for reading and have a great week!

-Ryan

@Theinvestingauthority