The introduction of several new tariffs has greatly affected confidence in American stocks.
Markets have corrected, economic uncertainty has increased, consumer confidence has decreased and the expectations of inflation have increased – all very quickly.
Some people worry that, after seeing these losses in their portfolio, retail investors may get away from the market.
However, the data suggests that retail may actually be a victim of bargaining.
American market, especially, is sold
Along with all the news around the tariff, measures of economic uncertainty have last seen during the Kovid and the Great Recession. This has contributed to selling shares-by reducing other countries with American shares with big and small cap in the US.
Chart 1: US Stocks are reducing other countries so far in 2025
No signal of retail slows down
Nevertheless, our retail trading data does not show any signs of slowing down or withdrawing from the market.
This is really quite opposite. Data suggests that retail trading has increased, about 49%, 2025 averages $ 62 billion per day in 2025.
Data also suggests that retail activity began to recover after the election-before the tariff fears were due to the current sales and spike in market-wide trading (blue line).
Chart 2: Retail activity raised before the start of 2025; Market-wide activity happened recently
In fact, they are mostly buying
Interestingly, the retail trade in the company’s shares was flat for pure sale soon after the election.
However, in 2025, a lot of things changed. Given trading in stock and ETF, we see two different trends:
- ETF is still pure to buy. Interestingly, the level of procurement is no different from normal.
- Stock mostly strong shoppingHowever, there was a net sales of late shares in February. Overall, corporate shares have been strongly purified to buy most days in 2025.
Chart 3: Shares have seen most of the strong net purchases of 2025
Retail purchase trends
Given the company stock trading by the sector each month, the period of selling is not visible in February. Instead, we see three months of net procurement, especially in information technology.
A deep dive suggests that since the beginning of February, most tech purchases have been in NVDA, while consumers have been in discretionary TSLA of net procurement.
Saying that, the width of buying has fallen as the year has progressed, with pure sales in communication, healthcare and staples so far in March.
Chart 4: Most of the purchase in technology despite sales in that sector in March,
Retail is actively buying in 2025
Recent instability has increased instead of retail trade, away from the market, away from the market. In fact, buying a dip in many shares and regions in recent business is retail.
