S&P 500 and Nasdaq reach new all-time highs in June
The S&P 500 closed June up 0.52%, and the Nasdaq rose 0.47%, driven by optimism over trade talks and advances in artificial intelligence.
Weekly Bulletin - World
Positive outlook for July in the U.S. market
Despite uncertainty around the end of the Trump tariff suspension, July is historically strong for the S&P 500, though political and economic risks remain.
Coface downgrades global growth outlook
Trade wars, inflation, and geopolitical tensions weigh on the U.S. and Middle East. U.S. inflation could reach 4%, with Fed rate cuts expected in the fall.
Top 10 stocks to watch in July in the U.S.
Delta, Netflix, and Tesla stand out with earnings reports this month. Buyers maintain control as prices hover near record highs.
Global equity indexes end first half of 2025 higher
The S&P 500 continues strong performance, with highlights from Hong Kong, Germany, and Canada. The Nikkei 225 saw the weakest gain.
U.S. stock futures fall after record highs
Dow Jones, S&P 500, and Nasdaq futures drop at the start of July amid caution over the end of tariff suspensions and upcoming economic data.
S&P 500 trading at elevated multiples
The index is priced at 23.3 times earnings, similar to past bubbles, though with stronger fundamentals in 2025.
Tech stocks fall in the U.S.
Amazon and Microsoft decline following weak U.S. economic data, raising concerns over tariffs and sector impact.
International markets expected to remain volatile
International stocks continue to lead, and analysts recommend geographic diversification for investors.
Indian stocks consolidate after recent rally
Investors show caution in emerging markets. Highlights include Bharat Electronics and Gabriel India.
Top Gainers
- Palantir Technologies (PLTR): Rose 80.2%, driven by strong demand for its data analytics solutions and robust government contracts.
- NRG Energy (NRG): Gained 78%, benefiting from the energy sector’s recovery and investments in renewable energy.
- Howmet Aerospace (HWM): Increased 70.2%, supported by the aerospace industry's rebound and higher demand for advanced components.
- Seagate Technology (STX): Rose 67.2%, driven by growth in data storage solutions sales, especially for cloud and AI applications.
- GE Vernova (GEV): Gained 60.9%, reflecting General Electric’s restructuring and focus on clean energy and industrial technology.
Top Losers
- Deckers Outdoor (DECK): Fell approximately 49.2%, impacted by slowing sales and changing consumer behavior.
- Enphase Energy (ENPH): Dropped 42.3%, pressured by supply chain challenges and competition in the solar energy sector.
- UnitedHealth Group (UNH): Declined 38.3%, affected by regulatory concerns and disappointing earnings results.
- Lululemon Athletica (LULU): Fell 37.9%, due to slowing sales and increased competition in the sportswear segment.
- Edison International (EIX): Declined 35.4%, impacted by regulatory challenges and high costs in the utility sector.
