Fundstrat's Mark Newton: Markets Are Rallying, Here’s Why It’s Just the Beginning

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6d ago 41:38

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Fundstrat’s Mark Newton joins Maggie Lake to break down why markets are rallying, and why technical analysis points to even more upside ahead. Despite recession fears and volatile headlines, Newton says the S&P 500 could hit 6,650 by year-end. He argues April marked peak fear and explains how charts (not narratives) reveal the real trends across stocks, bonds, crypto, and commodities.

Key Topics

Why the recent rally is more than just a bounce
Treasury yields could fall below 4 % between June and September
Tech and AI remain long-term secular winners
Bitcoin may pull back before heading to $135-150 K by year-end
Gold (target $3,750-3,800) and silver look strong heading into fall
He also sees the U.S. dollar dipping to the low 90s before rebounding

Chapters:

0:23 - How Can Technical Analysis Guide Us in a Headline-Driven Market?

3:13 - Why Is the S&P’s April Low a Launchpad?

8:04 - Is This ‘Sell the Rip’ or Still a Buying Opportunity?

9:26 - Which Sectors Will Lead the Next Leg Higher?

12:37 - Are U.S. Stocks Set to Outshine Global Markets?

14:13 - What Must Happen in Treasuries for Stocks to Climb?

18:38 - When Could 10-Year Yields Slide Below 4%?

21:00 - Do Charts Signal a Weaker Dollar Ahead?

23:26 - Is Bitcoin Really Decoupling from Risk Assets?

29:12 - Where Could Gold Head as Yields Fall?

31:35 - Is the Tech Rally Broader Than the ‘Mag 7’?

33:57 - Is the AI Boom a Bubble or a Secular Trend?

35:44 - Should Tesla Be Viewed as an AI Play?

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