The S&P 500 marked another record-setting week, supported by upbeat corporate earnings, trade developments with Japan and Asia, and improving economic sentiment. With the Federal Reserve's upcoming meeting and a busy economic calendar, investors are preparing for a pivotal week ahead.
U.S. equities ended the week mixed as tech strength offset energy weakness. With inflation rising and the Fed signaling caution on rate cuts, investors are watching key data releases and earnings reports closely.
Markets took a breather following the Fourth of July holiday, with U.S. equities ending the week narrowly mixed amid rising tariff tensions and anticipation over upcoming inflation data. The Fed remains in wait-and-see mode, while Treasury yields moved higher and commodity markets posted modest gains.
U.S. equities closed the week on a high note, marking the S&P 500’s third all-time high in five days. A strong jobs report, renewed trade optimism, and momentum in materials and financials helped drive gains, while investors look ahead to inflation expectations and Fed minutes for more clarity on rate policy.
Markets ended the first half of 2025 on a high note, with the S&P 500 notching record highs amid AI enthusiasm, easing inflation, and renewed trade momentum. We break down the economic data, Federal Reserve sentiment, and what investors should expect in the week ahead.
This week’s market recap dives into why stocks stalled amid inflation pressures and Fed caution, which sectors were hit hardest, and how international risks and domestic data are colliding to challenge bullish momentum.