According to Stock Talk (@stocktalkweekly), Jefferies recommends buying Five Below (FIVE), Nike (NKE), Shoe Carnival (SN), and Yeti Holdings (YETI) following the announced US-China tariff de-escalation. Both countries will lower reciprocal tariffs by 115% for 90 days, effective May 14th, 2025, leading to improved margins and positive sentiment in consumer discretionary stocks. This easing of trade tensions is likely to reduce global market volatility and could increase risk appetite, positively impacting crypto market liquidity and trading volumes as investors seek higher returns amid a more stable macro environment (source: @stocktalkweekly, May 12, 2025).