Market Wrapped 30th May 2025

📣 Market Wrap

Despite another week of Trump-induced volatility, markets ended the week in the green, with the S&P 500 astonishingly now 24% above April’s lows, and approaching all-time highs once again. Last Friday Trump threatened 50% tariffs on the EU, which initially sent markets lower globally. However, in typical fashion, Trump rolled back his stance over the weekend (an example of the TACO trade - Trump Always Chickens Out!), announcing a delay on EU tariffs and the resumption of trade talks, which helped markets recover throughout the week.

Investor sentiment was further boosted by Nvidia, which beat Q1 earnings expectations on Wednesday night, despite the ongoing trade restrictions with China. The results highlighted the continued surging demand for AI chips, both in the US and globally, underscoring the growing importance of AI infrastructure.

However, a curveball was thrown on Wednesday night when the US Trade Court ruled that Trump had overstepped his authority with emergency tariffs. While this ruling may seem like a win for markets, it adds more uncertainty, the tariffs are stayhing in place for now and could be overturned by the Supreme Court.

With markets near all-time highs, US inflation data set to be released later todaywill be critical—any miss could amplify downside risk and bring volatility back into play.

📈 Market Data

S&P500: +1.2% wtd | +0.7% ytd

FTSE 100: +0.1% wtd | +6.2% ytd

Gold: -0.4% wtd | +25.7% ytd

Data accurate as at time of sending this briefing. wtd = week to date, ytd = year to date

💎 Spotlight Stock

Each week we want to shine a spotlight on a stock which is new on our platform.

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Rainbow Rare Earths (RBW LN £76m market cap)

Rainbow Rare Earths is pioneering the commercial extraction of rare earths. Rare earth minerals are essential for Electrification and Technology as they are critical components in the build of EVs, wind turbines, drones, robotics and in Defense.

The company has developed a low-cost, mining-free, recovery of rare earths from waste products (tailings from mines) using proven tech.

The company is backed by $50M from the US government given it fits perfectly into Western critical mineral security (reducing the reliance on China for rare earths) and sustainable sourcing agendas.

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