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US equities added $380 billion today despite weak GDP and low PCE numbers.
If tariffs are removed, inflationary pressure will drop and corporate margins will improve. This combination is bullish for equities overall, and that’s what we saw today.
GOOGL +4.00%
AMZN +2.60%
NFLX +2.17%
META +1.70%
AAPL +1.54%
NVDA +1.02%
TSLA +0.03%