Now that trade deals are getting done, here’s why this out-of-favor stock-market strategy may shine

How did US-China tariff truce impact markets? Why is Tesla stock surging after China deal? What will Trump’s Middle East trip achieve? How will Trump's drug price order affect pharma? Why is Nissan doubling job cuts now? What caused gold and mining stocks to fall today? How will Fox’s new streaming service compete? Why are retail stocks jumping after tariff rollback? What’s behind GM hiring ex-Tesla exec as product chief?

Now that trade deals are getting done, here’s why this out-of-favor stock-market strategy may shine

marketwatch.com/story/now-that-trade-deals-are-getting-done-heres-why-this-out-of-favor-stock-market-strategy-may-shine-006e16f3

UBS strategists led by Sean Simonds have a timely note about how now the questions will be less on policy uncertainty and more on outcome uncertainty.

This story appeared on marketwatch.com, 2025-05-12 11:13:00.