S&P 500 rose for the 3rd consecutive week. Weekly market recap, trading week 17/2025

Summary of the trading week using the most popular posts from the X platform

Author

Global Markets Investor
April 27, 2025

In this series, you can find financial markets posts with the highest number of interactions from my X platform feed over the most recent week. I am aware that not everybody uses X regularly, so I thought it could provide some value to your analysis, and investment process. These posts are also surrounded by commentary and explanations of complicated topics.

US stocks rallied sharply as some investors hope that some trade deals will soon be announced, which will lower the current tariff level.

The Nasdaq saw the second-best week since November 2023, while gold finally experienced some pullback.

Meanwhile, China repeatedly admitted that there have been no negotiations between the US and China regarding tariffs.

⚠️Be mindful of bear market rallies

Bear markets make fools of both bulls and bears

globalmarketsinvestor.beehiiv.com/p/be-mindful-of-bear-market-rallies

⚠️CHART OF THE WEEK: US businesses have never been more pessimistic about the economic outlook

US manufacturing and services surveys point to a rapid deterioration in economic activity

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-us-businesses-have-never-been-more-pessimistic-about-the-economic-outlook

🚨Is the US stock market headed for a prolonged bear market?

Time to revisit the US stock market valuation and concentration metrics

globalmarketsinvestor.beehiiv.com/p/is-the-us-stock-market-headed-for-a-prolonged-bear-market

🚨Appetite for risk has never been greater - this does not going to end well

Global leveraged equity fund inflows are skyrocketing

globalmarketsinvestor.beehiiv.com/p/appetite-for-risk-has-never-been-greater-this-does-not-going-to-end-well

⚠️Investors are flying to safety

Net inflows into safe-haven funds are sharply rising

globalmarketsinvestor.beehiiv.com/p/a

⚠️China is buying gold like never before

China's gold reserves are skyrocketing

globalmarketsinvestor.beehiiv.com/p/china-is-buying-gold-like-never-before

⚠️US executives have rarely been this pessimistic about the economy

The economic outlook is getting worse

globalmarketsinvestor.beehiiv.com/p/us-executives-have-rarely-been-this-pessimistic-about-the-economy

1) Weekly performance. In the first screenshot attached, you can see last week’s performance of the major US indexes, the VIX volatility index, gold, and Bitcoin.

- S&P 500 jumped 4.6%
- Nasdaq index spiked 6.7%
- Dow Jones rose 2.5%
- Russell 2000 (small caps) rallied 4.0%
- US 10-year Treasury yield fell 6 bps
- VIX fell 15%
- US Dollar index rose 0.2%
- WTI Crude Oil dropped 1.3%
- Silver increased 1.6%
- Gold fell 0.3%

⚠️CHART OF THE WEEK: Will the gold outperformance of the S&P 500 continue for years?

Food for thought regarding gold and the S&P 500 relative performance

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-will-the-gold-outperformance-of-the-s-p-500-continue-for-years

!?️Is this a time to be cautious about gold?

Short-term and long-term perspectives for the world's most desired metal.

globalmarketsinvestor.beehiiv.com/p/is-this-a-time-to-be-cautious-about-gold

- Bitcoin rallied 12%

Is Bitcoin going to $1,000,000?

What to expect from the world's largest cryptocurrency in the coming months and years

globalmarketsinvestor.beehiiv.com/p/is-bitcoin-going-to-1000000

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For the trading week ending May 2, key events are:

- US Consumer Confidence for April on Tuesday

- US Job Openings for for March on Tuesday

- US Q1 GDP data on Wednesday

- US PCE Inflation for March on Wednesday

- US ISM Manufacturing PMI for April on Thursday

- US Challenger Job Cuts for April on Thursday

- US nonfarm payrolls for April on Friday

- ~32% of S&P 500 companies reporting Q1 2025 earnings

Massive week in terms of the economic data and S&P 500 earnings, $SPX ( ▲ 0.74% ) , with the US labor market being in focus. Microsoft, $MSFT ( ▲ 1.18% ) , and $META ( ▲ 2.65% ) are scheduled to report on Wednesday after the close while Amazon, $AMZN ( ▲ 1.31% ) , and Apple, $AAPL ( ▲ 0.44% ) , on Thursday.

2) Such things do not happen at the market bottoms:

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