Daily Newsletter 5/29/25

Two recent developments stand out as especially crucial for understanding where global markets are headed. In our view, closely watching these events—and how markets respond to them—will be key to anticipating future trends.

A federal judge just stopped Trump’s sweeping global tariffs, ruling he overstepped his authority—but tariffs on steel, aluminum, and some Chinese goods still stand. Trump’s team is already appealing, setting up a possible Supreme Court showdown.

NVIDIA released its earnings yesterday after the market closed. Even with regulatory challenges impacting the business, the company posted robust results and a solid outlook, which drove the stock higher in after-hours trading.

We’re confident this isn’t over yet. Despite the court’s move to rein in Trump’s tariff powers, don’t expect the administration to back off. They’re gearing up to use every legal and executive tool at their disposal to keep the pressure on trade partners. While the ruling is a clear setback, it’s more likely to fuel a fresh round of action than a quiet retreat.

Additionally, today brings important U.S. economic data at 8:30 AM EST, including GDP data and the latest initial jobless claims. These reports are essential for assessing economic health and will help shape market sentiment.

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