1. April 2025 saw whipsaw market volatility due to U.S.-China trade tensions, which stabilized in May post-tariff truce; 2. Risks persist, including Q1 GDP contraction, a Moody's credit downgrade, and a softening housing market, keeping recession concerns elevated; 3. SA Quant recommends five tariff-resistant stocks with strong fundamentals, momentum, and EPS revisions to navigate volatility and potential downturns.