Markets Surge as U.S.–China Tariff Truce Ignites Rally | Sam Stovall Analyzes the Impact

05/13/25 • 23 min

In this Buy Hold Sell Special Report, hosts Todd M. Schoenberger and Tobin Smith are joined by Sam Stovall, Chief Investment Strategist at CFRA Research, to dissect the market's reaction to the unexpected 90-day ceasefire in the U.S.–China trade war. Following weekend negotiations in Switzerland, both nations agreed to significantly reduce tariffs—U.S. tariffs on Chinese goods dropped from 145% to 30%, while China's tariffs on U.S. goods decreased from 125% to 10% . This development sparked a substantial market rally: 📈 S&P 500 surged by 3.3% 📈 Dow Jones soared over 1,160 points (2.8%) 📈 Nasdaq jumped 4.4% Stovall provides historical context, noting that two-thirds of bear markets have occurred near the 200-day moving average, suggesting that recent market behavior aligns with historical patterns. He advises investors to maintain their positions, highlighting promising demand indicators from Lowry Research despite recent volatility. The discussion also delves into the political pressures influencing market conditions, especially with upcoming midterm elections. Tobin Smith emphasizes the significance of volatility ratings, indicating that extreme VIX levels could serve as buying signals for long-term investors. Both experts agree on the potential for substantial returns in oversold sectors now showing signs of recovery. Additionally, they discuss challenges in U.S. manufacturing, the effectiveness of tariffs, and the importance of strategic investments in high-tech manufacturing sectors. 🔔 Subscribe to the CrossCheck Media YouTube channel to stay updated on future episodes of Buy Hold Sell and more expert insights: / @crosscheckmedia 🔖 #BuyHoldSell #SamStovall #CFRAResearch #USChinaTrade #TariffTruce #MarketRally #SP500 #DowJones #Nasdaq #InvestmentStrategy #MarketAnalysis #StockMarketNews #VolatilityIndex #MidtermElections #ManufacturingSector #HighTechManufacturing #InvestorInsights #FinancialMarkets #EconomicOutlook #CrossCheckMedia #SubscribeNow #BTT #BizTalkTodayTV #TobinSmith #ToddSchoenberger #ToddMSchoenberger

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Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook

Why Energy Infrastructure Is Outpacing the S&P 500 | Rob Thummel on LNG, AI & 2025 Market Outlook

In this must-watch episode of Buy Hold Sell, hosts ⁠Tobin Smith⁠ (TransformityResearch.com) and ⁠Todd M. Schoenberger⁠ (CEO, CrossCheck Media) sit down with ⁠Rob Thummel⁠, Managing Director and Senior Portfolio Manager at ⁠Tortoise Capital⁠, to break down the energy market's current trends and future outlook. ⚡📊

Thummel offers expert insight into:

🔹 Dividend investing in energy stocks

🔹 Resilience of energy infrastructure during GDP slowdowns

🔹 The growing global role of U.S. Natural Gas and LNG Exports

🔹 Why “There is no AI without EI” (Energy Infrastructure)

🔹 Capital discipline, cybersecurity, and institutional investing

🔹 Master Limited Partnerships (MLPs) and midstream opportunities

🔹 Tariffs and geopolitical forces reshaping the energy landscape

📌 With companies like Cheniere Energy showing strong fundamentals, and a clear shift in the U.S. power industry, this episode is packed with strategic opportunities for savvy investors.

💡 Whether you’re investing in Hydrogen, Natural gas, or midstream giants, this discussion gives you the roadmap for energy investing in 2025 and beyond.

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Next Episode

US–China Ceasefire Ignites Massive Stock Market Rally | Sam Stovall's Strategic Investment Forecast

📈 US–China Ceasefire Ignites Massive Stock Market Rally | Sam Stovall's Strategic Investment Forecast 🔥 In this explosive special report of Buy Hold Sell, hosts ⁠Todd M. Schoenberger⁠ and ⁠Tobin Smith⁠ welcome ⁠Sam Stovall⁠, Chief Investment Strategist at ⁠CFRA Research⁠, to dissect the unexpected 90-day ceasefire agreement in the ongoing U.S.–China trade war—and how it triggered a historic surge across the financial markets. 🎙️ What Happened? After intense, behind-closed-doors weekend negotiations in Switzerland, the United States and China agreed to a temporary truce, drastically slashing previously aggressive tariffs: ✅ U.S. tariffs on Chinese goods were cut from 145% to 30% ✅ China’s tariffs on American imports dropped from 125% to 10% These policy shifts sent shockwaves through the market, producing a massive relief rally: 📈 S\&P 500 leaped +3.3% 📈 Dow Jones Industrial Average surged +1,160 points (+2.8%) 📈 Nasdaq Composite rocketed +4.4% 🔍 Sam Stovall’s Expert Insights Include: 📊 Why two-thirds of bear markets occur around the 200-day moving average — and what that means right now 📈 How Lowry Research's institutional demand signals point to a promising market rebound ⚠️ Why midterm election politics are playing an outsized role in current market swings 💡 The smartest way to position your portfolio during volatile cycles 🔎 Why oversold sectors are flashing buy signals 🏭 Challenges in the U.S. manufacturing sector and how high-tech reshoring could drive long-term gains 🛡️ How to use VIX volatility readings to time entry points with greater confidence Whether you’re a long-term investor or active trader, this episode delivers essential context and tactical strategies for navigating this market shockwave. 📢 Why You Should Watch: This is more than just market commentary. It’s a roadmap to understanding global trade shifts, reading technical signals, and identifying where real opportunities may lie in this high-stakes environment. 📺 Don’t miss this full breakdown and expert-level guidance from Sam Stovall, one of the most respected voices in finance. 🔔 Subscribe now to stay ahead with weekly insights from Buy Hold Sell → [⁠ / @crosscheckmedia ⁠](⁠ / @crosscheckmedia ⁠) 🔗 Website: ⁠https://crosscheckmanagement.com/⁠ 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates:

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