CNBC is out with a timely take that could have major implications for investors heading into the traditionally weaker summer months: it may be time to ditch the old “Sell in May and go away” playbook. In an article published today, “Forget ‘Sell in May.’ Under Trump, market could be poised for summertime gains,” the network argues that the historic seasonal weakness in stocks from May through October could be overridden this year by the tailwinds of a second Trump administration. Instead of the usual summer lull, the market may actually be poised for meaningful summertime gains.
With Trump back in the White House, investors appear to be pricing in a more supportive backdrop for corporate earnings and risk assets. The article highlights how these factors could sustain momentum through the summer rather than letting the usual seasonal headwinds take over. While the piece stops short of guaranteeing gains, it makes a compelling case that the old calendar-based strategy may be outdated in the current political and economic climate. This view aligns with broader market chatter we’ve seen in recent days. Other analysts have also begun questioning whether the traditional May-October weakness will materialize, especially after stocks have already shown resilience following earlier volatility tied to geopolitical events and tariff concerns. For Apple investors and the broader tech sector — which has been a key driver of market performance — the message is potentially bullish. Stronger overall market sentiment and pro-growth policies tend to lift high-valuation growth stocks like AAPL, especially if consumer and enterprise spending holds up or improves under the new administration. Of course, nothing is certain in the markets. Tariff negotiations, inflation data, Federal Reserve moves, and any fresh geopolitical developments could still introduce volatility. But the CNBC analysis offers a refreshing counterpoint to the usual summer skepticism and gives investors a reason to stay engaged rather than automatically heading for the exits. Apple and, indeed, the entire U.S. economy, are primed to roar in 2026! – MacDailyNews, February 20, 2026 Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post CNBC: President Trump’s pro-growth policies could fuel strong summertime stock-market gains appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription.
|
No comments:
Post a Comment