May 12th Birthday Rally Right On Time
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In this short clip from Live Trading Room on May 13, 2025, Samantha LaDuc explains how the recent 90-day tariff delay between the U.S. and China triggered a sharp rally by unwinding bets on stagflation and global slowdown.
She breaks down how rising equities, falling gold, and a firming dollar reflect this shift, but warns that spiking yields and shipping costs signal lingering risks.
Samantha also notes that this reprieve may temporarily delay layoffs and recession concerns, especially as retailers rush to import goods before tariffs potentially resume in August.
Video Length: 00:09:04
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