5-14-2026: President Trump Visits China, Mega-Cap Strength + Rising Yields
Market Storylines
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8m 5s
Eric Criscuolo, NYSE Market Strategist, recaps a strong week as the S&P 500 pushed to new highs, led by mega-cap tech and semiconductor stocks tied to AI momentum. Geopolitical tensions remained contained, shifting focus to U.S.–China talks and trade implications. Inflation data skewed hotter on the producer side, driving a sharp repricing of Fed hike expectations alongside a leadership transition. Despite headline gains, market breadth weakened, with equal-weight indices and smaller caps lagging. Looking ahead, investors focus on Nvidia earnings, retail reports, and key economic data to assess whether the rally can broaden.
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