According to a report by Goldman Sachs, retail investors have started increasing their investments in the S&P 500, Nasdaq 100 index, and ETFs since last week.

This coincides with the suspension of reciprocal tariffs by Trump, indicating that investors' sensitivity to tariffs is no longer just talk; they are genuinely starting to buy the dip with their funds.

Although there were some twists regarding the tariffs on electronic products over the weekend, the opening of the U.S. stock market was quite good. I believe that if it weren't for the incident with Lutnick on Sunday, the situation on Monday would have been even better.

However, the upcoming GDP data at the end of the month and Trump's potential flip-flopping on tariffs may still not be enough to shift the risk market from a rebound to a reversal, so we must remain sensitive to information and events.

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