Stocks ticked lower Tuesday as market participants looked over the latest first-quarter earnings reports and breathed a sigh of relief as the White House continues to ease some of its "reciprocal" tariff policies. The Dow Jones Industrial Average lost over 150 points, while the S&P 500 Index and Nasdaq Composite slipped 0.2% and 0.05% lower, respectively.
Here's how the market settled on Tuesday:
S&P 500 Index
Dow Jones Industrial Average
Nasdaq Composite Index
Bank of America
The SPDR S&P Bank ETF
Bank of America CEO Brian Moynihan said in a statement that business clients have been "performing well," and consumers continue "to spend and [are] maintaining healthy credit quality," as the bank prepares for a potentially changing economic landscape. Citigroup CEO Jane Fraser believes that the U.S. dollar will remain has the world's reserve currency, "when all is said and done, and longstanding trade imbalances and other structural shifts are behind us."
Wall Street has benefitted from a string of recent tariff exemptions announced by the Trump administration, including electronic products like smartphones, computers and semiconductors as well as hints that President Donald Trump may provide relief for automakers.
Apple
Equity bulls have also boosted their broader market outlooks in response to Trump's 90-day tariff pause on most countries. Oppenheimer chief investment strategist John Stoltzfus called for investors to be patient amid this period of volatility in a note on Monday.
"We remain positive on stocks and consider near-term volatility tied to the uncertainties surrounding the tariff regime structure -- which for now remains in our view very much 'a work in progress' -- as not atypical of a period in market history which is laden with watershed caliber developments in technological innovation and changes likely to the global trade landscape that seek to create a fairer and likely more competitive global venue," Stoltzfus wrote.
Stoltzfus added that market pullbacks so far this year have "have mostly looked like 'trims' and 'haircuts' for the S&P 500," and the "fundamentals that persist," signal a bull market.