Here's why we aren't running from the stock market, even as tariff fears linger

Published Tue, Apr 22 20252:21 PM EDT

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update : Stocks climbed higher on Tuesday, recovering the bulk of Monday's losses. The session began on a strong note and saw a temporary surge shortly after 12 p.m. ET on optimism of a possible easing of tensions between the United States and China. However, the market moved off its session highs after subsequent reporting said negotiations between the two countries "will be a slog." A separate report from Politico also indicated it could take "months" to finalize trade deals with countries like Japan and India. The market is eager for trade deals that can help remove some of the worst-case scenarios before the tariffs inflict serious damage on the economy. The potential for some form of de-escalation is one reason we remain long-term constructive on stocks, especially as prices fall and market sentiment becomes increasingly pessimistic. At the same time, in such a fluid trade environment, it's hard to read too much into individual comments from the administration unless they come directly from the President Trump. Up next: Companies reporting after the closing bell on Tuesday include Capital One , Tesla , Chubb , Enphase Energy , Intuitive Surgical , SAP , and Baker Hughes . For Capital One, we'll be monitoring the company's credit trends and will be looking for an update on deal synergies and earnings accretion from the recently approved Discover acquisition. Before the bell Wednesday we'll see earnings from AT & T , Boeing , Boston Scientific , General Dynamics , Norfolk Southern , Checkpoint , Alaska Air , Otis , Thermo Fisher , GE Vernova , CME Group , and Philip Morris . On the data side, there are weekly mortgage applications, new home sales, and S & P Global PMIs. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.

MIAMI, FLORIDA - APRIL 15: Shipping containers are stacked on a cargo ship as they are offloaded at PortMiami on April 15, 2025 in Miami, Florida. U.S. President Donald Trump is reportedly considering at least 15 trade deals as countries react to his implementation of wide-ranging tariffs. (Photo by Joe Raedle/Getty Images)

Joe Raedle | Getty Images News | Getty Images

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street.