S&P 500 Advances Over 1% Following Withdrawal of EU Tariffs by President Trump
January 22, 2026
Business News

S&P 500 Advances Over 1% Following Withdrawal of EU Tariffs by President Trump

Market Sentiment Improves to Neutral as Investors React to Policy Shift and Mixed Economic Data

Summary

U.S. equities closed higher amid improved investor sentiment after President Trump rescinded planned tariffs on European Union countries following a constructive discussion with NATO Secretary General Mark Rutte. The S&P 500 surpassed a 1% gain, supported by broad sector gains and positive earnings from Johnson & Johnson, while Netflix shares declined on cautious outlook. Economic reports showed a decline in pending home sales and moderate gains in construction spending. The CNN Business Fear & Greed Index reflected a neutral stance, indicating balanced market sentiment amid ongoing earnings reports and economic indicators.

Key Points

President Donald Trump withdrew proposed tariffs on European Union countries following a positive meeting with NATO Secretary General Mark Rutte, alleviating trade tensions.
The S&P 500 rose over 1% with all sectors finishing higher, led by energy, materials, and health care stocks.
Johnson & Johnson reported fourth-quarter earnings exceeding expectations, whereas Netflix shares declined after reporting weaker guidance.
Economic reports showed pending home sales dropped 9.3% in December, reversing prior gains and exceeding anticipated declines, while construction spending rose 0.5% in October, slightly below forecasts.

On Wednesday, U.S. stock markets experienced a notable upturn, with the S&P 500 index climbing more than 1% amid developments that eased trade tensions and improved overall investor sentiment. This positive movement came largely in response to President Donald Trump's decision to retract previously announced tariff measures targeting European Union nations. The president made this announcement after a meeting with NATO Secretary General Mark Rutte, which he described as "very productive," effectively halting the implementation of these tariffs that had raised concerns among global markets.

Investor optimism was further bolstered by corporate earnings reports. Johnson & Johnson (NYSE: JNJ) delivered better-than-expected gains in its fourth-quarter results, providing a favorable signal to the health care sector. Meanwhile, Netflix Inc. (NASDAQ: NFLX) experienced a nearly 2% decline in share value following their release of fourth-quarter financials and cautious guidance for the upcoming first quarter, which missed analysts' forecasts.

From an economic data standpoint, figures released on Wednesday painted a mixed picture of the U.S. housing and construction sectors. Pending home sales experienced a significant drop of 9.3% in December compared to the previous month, reversing the 3.3% gain recorded in November and markedly exceeding market expectations for a more modest 0.3% decline. Conversely, construction spending increased by 0.5% in October, which was slightly lower than both the 0.6% gain in September and the 0.1% rise anticipated by economists.

All major sectors within the S&P 500 closed in positive territory, led by the energy, materials, and health care industries which registered the largest gains during the day’s trading session. The Dow Jones Industrial Average reflected this upward momentum, finishing approximately 589 points higher at 49,077.23. Similarly, the Nasdaq Composite index rose 1.18%, ending at 23,224.82.

Market participants are now looking ahead to upcoming earnings announcements from Abbott Laboratories (NYSE: ABT), Procter & Gamble Co (NYSE: PG), and Intel Corp (NASDAQ: INTC), all scheduled for release during the current trading day, which could further influence market dynamics.

The CNN Business Fear & Greed Index, which gauges prevailing market sentiment through seven equal-weighted indicators ranging from 0 to 100, registered a reading of 50.4 on Wednesday. This reflects an increase from the prior session’s 46.4, signifying a shift to a "Neutral" zone where investor emotions are balanced between fear and greed. The index operates on the premise that elevated fear pressures stock prices downward, while heightened greed exerts upward influence. The current neutral reading indicates a temporary equilibrium in market psychology amidst ongoing developments.

Risks
  • Economic indicators show weakening in the housing market with a sharp decline in pending home sales, which could signal future headwinds.
  • Mixed corporate earnings and cautious forward guidance, notably from Netflix, may introduce volatility amid ongoing earnings seasons.
  • The market remains in a neutral sentiment zone, indicating uncertainty that can lead to unpredictable market movements.
  • Upcoming earnings reports from major companies like Abbott Laboratories, Procter & Gamble, and Intel carry the potential to sway investor confidence and impact prices.
Disclosure
Education only / not financial advice
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Ticker Sentiment
JNJ - positive NFLX - negative ABT - neutral PG - neutral INTC - neutral
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