Group 1 - The EU plans to accelerate trade negotiations with the US, following President Trump's agreement to postpone the 50% tariffs on EU goods from June 1 to July 9, which has improved market risk appetite and boosted European stock indices [1] - Major European stock indices rose, with the French CAC40 index up 1.21% and the German DAX index up 1.68%, while the automotive and parts index increased by 1.7% [1] - Luxury goods stocks, heavily reliant on the US market, saw gains, with Kering, LVMH, and Richemont all closing higher [1] Group 2 - Volvo Cars announced a reduction of 3,000 jobs as part of a restructuring plan to address high costs, slowing demand for electric vehicles, and tariff uncertainties, primarily affecting office positions in Sweden, which represent about 15% of global office staff [1] - Volvo's stock price in Sweden rose over 3% following the announcement of the layoffs [1] Group 3 - Brent crude oil prices fell to $64.74 per barrel, down 0.06%, as positive news from US-EU trade negotiations eased market concerns, despite a report showing a decrease in the number of active oil drilling rigs in the US [1] - The number of operational oil drilling rigs in the US dropped to 465, the lowest level since November 2021, indicating that energy companies are cutting back on production in a low oil price environment [1] - OPEC+ has moved the date of its July production meeting forward to May 31, with expectations of a significant increase in production [1] Group 4 - International gold prices retreated as positive trade news dampened investor risk aversion, with June gold futures fluctuating between $3,330 and $3,350 per ounce, showing a slight decline from the previous trading day [2] - Due to an early market close, New York gold futures did not have a closing price for the day [2]

Group 1 - The coal industry is viewed as a traditional dividend stock, with recent price drops in thermal coal not expected to lead to losses, but rather a reduction in profits [1] - Steel futures have been underperforming, yet steel stocks remain strong, potentially due to rumors of production cuts, despite many steel companies reporting losses in their annual reports [1] - The electricity sector, including both thermal and hydroelectric power, has seen a decline in stock prices, even though lower coal prices should theoretically benefit the sector [2] Group 2 - The highway sector experienced significant gains last year and remains a worthwhile investment under the backdrop of interest rate cuts [2] - There is speculation that current underperforming sectors may become the leaders in the next market rally, as funds rotate between sectors [2] - The cyclical nature of traditional sectors like coal, electricity, and steel suggests they perform better in bear markets compared to bull markets [3] Group 3 - The current market dynamics indicate a potential shift of funds from dividend stocks to technology stocks, driven by the allure of higher returns in a bull market [4] - The expectation is that as the market improves, investors will prefer technology stocks over traditional dividend-paying stocks, which may lead to a decline in the latter's prices [4] - The discussion highlights the importance of understanding market cycles and the flow of capital between sectors, particularly in the context of rising interest rates and changing investor sentiment [12][16]