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T&Gโ€™s Substack
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Wall Street Climbs as Jobs Hold Steady and Tariff Fears Fade (For Now) ๐Ÿ‘€๐Ÿ“ˆ

Wall Street Climbs as Jobs Hold Steady and Tariff Fears Fade (For Now) ๐Ÿ‘€๐Ÿ“ˆ

Jobs came in hot, Nvidia hit the crown, and Trump stirred the pot โ€” again. But Wall Streetโ€™s calling bluff (for now).

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Ben The Bull
Jun 03, 2025
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T&Gโ€™s Substack
T&Gโ€™s Substack
Wall Street Climbs as Jobs Hold Steady and Tariff Fears Fade (For Now) ๐Ÿ‘€๐Ÿ“ˆ
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๐Ÿ“ˆ Wall Street Climbs โ€” But Trouble Is Brewing Beneath the Surface

Markets shrugged off tariff drama (for now) and rallied Tuesday thanks to stronger-than-expected labor data. Nvidia made history, small caps joined the party, and the โ€œsoft landingโ€ crowd got a boost.

But dig deeper and the picture gets messier:
โš ๏ธ The OECD slashed global growth forecasts
โš ๏ธ Trumpโ€™s tariff threats are back on the table
โš ๏ธ Key labor indicators are flashing caution

We break it all down โ€” with trade setups, sector standouts, and why Fridayโ€™s jobs report could shake the whole bull case.

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