Tuchman: Follow-Through Rally Signals Better Days, Growth Key in Guidance

According to Peter Tuchman, markets managed to climb the wall of worry on news of the U.S. and China tariff pause. "Not getting a deal is so bad that we have to get a deal," says Peter, adding that optimism on a deal gave investors a signal the worst may be over. On UnitedHealth's (UNH) CEO stepping down and its lack of guidance, Peter says it presents a growth pressure scenario that can resurface. Keeping uncertainty low is what Peter believes will drive markets higher.

Trading 360

13 May 2025

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