--- title: "The return of TINA trading boosts U.S. stocks to new highs, but geopolitical disturbances remain a shadow" type: "News" locale: "en" url: "https://longbridge.com/en/news/283275614.md" description: "The United States and Iran have reached a ceasefire agreement, promoting the recovery of TINA trades and investors returning to the U.S. stock market. Since the ceasefire on April 7, U.S. stocks have repeatedly hit new highs, with global investors net buying $28 billion. Market confidence has rebounded, with the S&P 500 rising more than 10% in 11 trading days. Despite ongoing geopolitical risks, investors are focusing on fundamentals, reducing investments in Europe and shifting towards the U.S. market" datetime: "2026-04-20T01:12:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283275614.md) - [en](https://longbridge.com/en/news/283275614.md) - [zh-HK](https://longbridge.com/zh-HK/news/283275614.md) --- # The return of TINA trading boosts U.S. stocks to new highs, but geopolitical disturbances remain a shadow According to Zhitong Finance APP, the ceasefire agreement reached between the United States and Iran earlier this month has helped revive TINA (There Is No Alternative to equities) trading. Investors expect stronger growth in U.S. corporate earnings and greater economic resilience, leading them to return to the U.S. stock market. Since U.S. President Trump announced the ceasefire on April 7, the U.S. stock market has repeatedly hit new highs. According to LSEG/Lipper data, global investors have net bought $28 billion in U.S. stocks since then, with nearly $23 billion coming from domestic U.S. investors. Prior to the ceasefire, investors had net withdrawn $56 billion from the U.S. stock market this year. This reversal reflects market confidence: as a net energy exporter, the U.S. is better positioned than Europe and some Asian economies to withstand the shocks from high energy prices. Michael Browne of Franklin Templeton stated that investors are re-entering those markets that have performed strongest over the long term and have shown the best recent performance. Recent earnings expectations have also supported this shift in funds. The profit growth rate for S&P 500 constituent companies in the first quarter is expected to be close to 14%, while European companies are projected to have a profit growth rate of about 4.2%, with much of that growth relying on the oil and gas sector. Some fund managers have begun to reduce their investment positions in Europe and increase their investments in the U.S. market; fund flow data also shows recent outflows from Korean and European equity funds. Deutsche Bank strategist Jim Reid noted that the S&P 500 index has risen more than 10% in just 11 trading days, marking one of the fastest rebounds of this century. After a V-shaped reversal in the stock market driven by easing geopolitical risks, Wall Street veteran and Yardeni Research president Ed Yardeni concluded, "Investors are no longer focused on the war but are concentrating on the fundamentals." However, the situation in the Middle East remains highly tense. According to multiple Iranian media reports on the 19th, Iran is prepared for the resumption of hostilities and has refused to participate in the second round of negotiations with the U.S. On the same day, the U.S. military intercepted and seized an Iranian cargo ship in the Gulf of Oman, with the Iranian military accusing the U.S. of openly violating the ceasefire agreement and stating that it would respond soon to this act of piracy. On Monday, international oil prices rose, with WTI crude oil futures soaring over 7% and Brent crude oil futures increasing by 6%. Spot silver fell by 2.3%, and spot gold dropped by 1.87%. As of the time of writing, the three major U.S. stock index futures were all down nearly 1% ### Related Stocks - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [SPY.US](https://longbridge.com/en/quote/SPY.US.md) - [IVV.US](https://longbridge.com/en/quote/IVV.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [BEN.US](https://longbridge.com/en/quote/BEN.US.md) - [DBK.DE](https://longbridge.com/en/quote/DBK.DE.md) - [DB.US](https://longbridge.com/en/quote/DB.US.md) - [03KB.DE](https://longbridge.com/en/quote/03KB.DE.md) - [DPB.DE](https://longbridge.com/en/quote/DPB.DE.md) ## Related News & Research - [How Bank of America Is Trading The Market's Left And Right Tails](https://longbridge.com/en/news/282772342.md) - [Wall St Week Ahead-Surging record-high US stocks to wade deeper into earnings season](https://longbridge.com/en/news/283123958.md) - [Trump’s fears on the Iran war](https://longbridge.com/en/news/283259880.md) - [Iran says Strait of Hormuz open to all commercial vessels during ceasefire](https://longbridge.com/en/news/283150563.md) - [Hezbollah lawmaker says Iran envoy briefed group on possible short-term ceasefire](https://longbridge.com/en/news/283030657.md)