HomeMarketsU.S. EconomyRisk-On Returns: SPY Rallies Post-Tariff Pause, Bitcoin Holds Steady, KO Gains from Weak Dollar

Risk-On Returns: SPY Rallies Post-Tariff Pause, Bitcoin Holds Steady, KO Gains from Weak Dollar

Aniket Ullal discusses the return of risk-on in markets. Aniket notes a clear inflection point on April 8th, the day President Trump announced a pause in reciprocal tariffs, sparking a 18% SPY rally and 40% Bitcoin surge. They explore whether risk-on has changed, citing steady Bitcoin and the impact of rising bond yields on rate-sensitive sectors like home builders and residential real estate. Aniket also touches on the weaker U.S. dollar, down 4-5% this year, and its benefits for export-heavy stocks like Coca-Cola (KO).

Market On Close

29 May 2025

SHARE

ON AIR
education
2:00 am
Your First Trade
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
ON AIR
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
5:00 am
Market Overtime
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
education
7:30 pm
Liz Ann Live
REPLAY
8:00 pm
Market Overtime
REPLAY
8:30 pm
Market On Close
REPLAY
education
10:00 pm
Liz Ann Live
REPLAY
10:30 pm
The Wrap
REPLAY

Schwab Network's Newsletters

Daily insights for every investor