🔍 Market Summary: Risk Appetite Reignited
U.S. equities roared back to life with the S&P 500 up 5.3% for the week, rebounding sharply amid renewed trade optimism and moderating inflation. The NASDAQ surged 7.2%, officially re-entering bull market territory and nearing record highs. The Dow gained 3.5%, while volatility plummeted — the VIX fell over 21%, settling near year-end levels.
Key catalysts included a 90-day tariff de-escalation between the U.S. and China, a dovish inflation print, and investor rotation into riskier growth segments, especially in tech and discretionary sectors. Despite rising concerns over consumer sentiment and slowing retail sales, markets focused on forward momentum.
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