A defensive battle amidst rising voices! U.S. stock traders quietly build a breakwater in the "false rebound"

The U.S. stock market rebounded after a sharp decline, but traders are increasing their allocation to safe-haven assets. Although Trump's announcement to suspend tariff increases stimulated risk investments, defensive stocks performed better. Data shows that defensive stocks outperform cyclical stocks during market upswings and still perform well when market sentiment deteriorates. Keith Lerner from Truist pointed out that the market is shifting towards traditional safe-haven strategies, with sectors such as utilities, consumer staples, and healthcare showing resilience during economic downturns