Well, I’ll be the first to admit it: last week’s “moderately bearish” vibes didn’t exactly age like fine wine. Despite the choppy waters and elevated blood pressure across trading desks, the major indices actually managed to claw their way toward some modest weekly gains.
It wasn’t exactly a relaxing stroll in the park, though. Between geopolitical drama and policy pivots, the market felt a bit like a cat in a room full of rocking chairs, nervous and looking for the exit.
🟢 The Great Tariff Pivot
The big headline was the Supreme Court’s 6–3 ruling against President Trump’s global IEEPA tariffs. To put that in perspective, those tariffs reportedly brought in $133.5B in 2025.
The administration didn’t miss a beat, though. They immediately pivoted to a plan for 10% global tariffs under Section 122 of the Trade Act of 1974. Markets are now frantically trying to figure out:
-How much this will spike inflation.
-Which supply chains are about to get tangled.
-Who’s going to retaliate first.
Pro-tip: If you thought trade policy was getting predictable, the market just said, “Hold my beer.” It’s basically the financial equivalent of a “Choose Your Own Adventure” book where every ending involves a headache but my over all view…. it’s a little bit of a nothing burger for now.
🟢 Technical Breakdown: The SPX Tug-of-War
The broader market is currently doing its best impression of a flatline, but there is a lot of chaos happening under the hood. The Range: We are stuck in a box between 6,800 and 7,000. The Floor: The 100-day Simple Moving Average ($SMA$) is doing some heavy lifting as support.
The Risk: Testing support is like poking a sleeping bear; do it too often, and someone’s getting bitten. If we break below 6,800, things could get ugly fast. But, if we can actually punch through 7,000, we might just see some real momentum return.
🟢 The Fed & The “Sticky” Situation
This week’s economic data was about as welcome as a skunk at a garden party. It leaned hawkish, which effectively sent rate-cut hopes into hiding. Something doesn’t smell right here because non gov collected data is showing the opposite should be happening in terms of inflation levels. Odd.
My Take: I’m cautiously optimistic but ready to deploy more capital across all my portfolio’s if we drop it like its hot. Some of my fave stocks already have great discounts which I have been adding too….. So i can’t complain if the sale gets better can i? 😀
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@JodySlaney with CISI Lvl 3 Wealth & Investment Management
🟢 Disclaimer:
The views expressed above are my personal opinion and do not constitute investment or financial advice. Please remember that your capital is at risk, and past performance is not a reliable indicator of future results.
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