Scott Chronert of Citi says the recent Big tech sell-off has made it relatively less expensive, and could be a good defensive play amidst the macroeconomic concerns. He adds that the rest of Trump's policy package could benefit growth expectations for 2026, and help drive returns for the second half of 2025..
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Citi: 5500 is good S&P500 entry level as alleviation of tariff uncertainty could come and propel stocks

Scott Chronert of Citi says the recent Big tech sell-off has made it relatively less expensive, and could be a good defensive play amidst the macroeconomic concerns. He adds that the rest of Trump's policy package could benefit growth expectations for 2026, and help drive returns for the second half of 2025.