The 2nd Quarter: Full Circle If April was the faceplant and May was the bandage, then June was the stubborn attempt to jog again like nothing happened. And oddly, the market pulled it off – the S&P 500 hit fresh highs and breadth improved; for the first time in recent memory, gains didn’t just belong to seven mega-cap tech stocks and their AI dreams.
That’s the headline. The fine print? Still kind of a mess. Policy whiplash, Middle East flare-ups, and a Fed that can’t decide if it’s data-dependent or data-exhausted.
But the machines don't care. Stocks roared back. And in doing so, they quietly rewrote the story of 2025... for now.
That’s the headline. The fine print? Still kind of a mess. Policy whiplash, Middle East flare-ups, and a Fed that can’t decide if it’s data-dependent or data-exhausted.
But the machines don't care. Stocks roared back. And in doing so, they quietly rewrote the story of 2025... for now.
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