U.S. Stock Market Summary | Monday, March 24, 2025


1. Major Indices Performance:

  • S&P 500: +1.8% → 5,767.57

  • Dow Jones Industrial Average: +1.4% → 42,583.32

  • Nasdaq Composite: +2.3% → 18,188.59

  • Russell 2000: +2.5% → 2,109.38

2. Market Overview:

U.S. equities surged on Monday, rebounding sharply as optimism grew over a potential softening of President Donald Trump's upcoming tariff measures. Over the weekend, media reports suggested that the scope of the tariffs could be narrower than initially feared and may be implemented in a staggered fashion. While Reuters cited unnamed administration officials stating the final decision remains undecided, the overall tone helped soothe market anxiety.

The rally was also fueled by upbeat sentiment from Wall Street strategists. Analysts at JPMorgan, Morgan Stanley, and Evercore ISI suggested the recent pullback may have bottomed, encouraging risk-on behavior among investors.

President Trump further supported the market by stating that the upcoming April 2 tariff announcement will focus on reciprocal measures, targeting countries imposing duties or trade barriers on U.S. goods. He hinted that some nations might receive exemptions or adjustments.

The 10-year Treasury yield climbed 9 basis points to 4.33%, while crude oil prices moved higher following Trump’s threat to impose a 25% tariff on nations purchasing oil and gas from Venezuela.

3. Sector Performance:

  • Technology: Tesla led the rally, soaring 11.9% amid reports of regulatory progress for its ADAS (Advanced Driver Assistance System) rollout in China. Nvidia and AMD gained 3% and 7%, respectively, riding the wave of AI optimism.

  • Airlines: United Airlines rose 7.2% after announcing a revamp of its customer compensation program, aimed at improving traveler satisfaction.

  • Consumer Goods: Nike fell 5.5% after issuing weaker forward guidance due to ongoing tariff concerns and soft global demand.

  • Industrials: FedEx dropped 10.9% following a downward revision to its full-year outlook, citing a weakened U.S. industrial economy.

  • Aerospace: Boeing climbed 4% after securing a $20 billion government contract to produce next-generation fighter jets.

  • Energy: Energy stocks advanced as oil prices climbed, supported by geopolitical concerns and renewed tariff threats on global energy trade.

4. Conclusion:

Monday’s rally reflects a market catching its breath after weeks of volatility. Easing fears over trade escalation and optimistic sentiment from Wall Street analysts helped restore investor confidence. However, uncertainty remains high ahead of Trump’s official tariff announcement and further economic data. Investors should remain alert to policy shifts and global developments that could sway market momentum.


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