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  • Markets Tried to Party, Politics Said Nope.

Markets Tried to Party, Politics Said Nope.

Trade wars, rate cuts, gold rush — same chaos, different week. Stay lazy, stay winning.

The past week was basically one big emotional rollercoaster:
A little bit of hope, a little bit of Trump, a lot of reality checks.

Here’s the lazy investor's cheat sheet:

📦 U.S.-China Trade Drama (Again)

  • China flirted with tariff exemptions = markets jumped 3.8%.

  • Trump hinted at 20–50% tariffs = rally cooled fast.
    Lazy Move: Stay defensive. Favor domestic-heavy stocks (think consumer staples, utilities). Global trade noise isn't going away.

🇺🇸 Trump vs. The Fed (again...again)

  • Trump slammed Powell publicly.

  • Stocks + Dollar wobbled.

  • Gold hit a record high.
    Lazy Move: Keep a toe dipped in defensives like utilities and gold exposure. Not the time to bet everything on high beta.

🌎 IMF Says: Global Growth = Meh

  • 2025 world GDP forecast cut to 2.8%.

  • Inflation still sticky at 4.5%.

  • Emerging markets feeling the heat; U.S. yields climbed (10Y at 4.22%).
    Lazy Move: Trim Emerging Market exposure, consider more Treasuries if you need ballast.

🇪🇺 ECB Rate Cut Surprise

  • ECB slashed rates to 2.25% to counter trade risks.

  • Euro popped, Eurozone stocks... not so much.
    Lazy Move: Look at Eurozone healthcare if you want calm in the chaos.

💻 Earnings Season: Tech > Everyone Else

  • 76% of S&P 500 beat estimates.

  • Overall Q1 growth at 6.9%.

  • Tech crushed it (except Intel lol).
    Lazy Move: Stick to strong balance sheet companies, avoid tariff-prone names (like Tesla).

🧘‍♂️ Lazy Option if You’re Over It:

If all of this feels like too much drama...
Just keep DCA-ing into a good ETF like VTI, SCHD, or VT and chill.
Let the clowns fight — you keep stacking.

Lazy Bull Closing Thought:
The market wants to rally.
Politics wants to fight.
You?
You want boring cash cows that don’t care who’s yelling on CNBC.

Stay lazy, stay winning.

– Lazy Bull

Disclaimer: This is not financial advice. The content provided is for informational purposes only. Always do your own research

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