3/25/2025
By Charles Payne CEO & Principal Analyst

It was another week of tugging back and forth, with the market mostly reacting negatively to frightening headlines and ignoring data that otherwise would have been comforting. 

We saw the emergence of bottom fishing during the week, and selling was not as severe, even though all the old-timers calledfor “class capitulation.”

When the dust settled by the closing bell on Friday, classic safe havens were slightly lower, and growth was higher, but nothing to write home about, as cyclicals won the week.

The action in stocks and bonds was the antithesis of markets that believe recession is around the corner.

Energy (XLE) has been range-bound and bounces hard off the bottom of the

Heat Map

It is clear investors were picking spots, and the consensus is that banks and Financials (XLF) are where you want to be.

Technology (XLK) fared better than Communication Services(XLC), which was not the case over this year. 
 

To read the full report, contact your account representative or email Info@wstreet.com.

Charles Payne
Wall Street Strategies

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