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.
Markets ended the week flat as investors weighed a soft inflation print against geopolitical flare-ups and ongoing trade uncertainty. Get the full update on equities, Fed signals, bond market strength, and what to watch in the week ahead.
U.S. stocks rallied into June as labor market strength and tempered inflation stoked investor confidence. With growth-led gains, a dovish Fed tone, and geopolitical developments unfolding abroad, the market looks poised—but watch for volatility ahead.