June 2025

The S&P 500 climbed over +4% in June, continuing the rally started in May, unfazed by the Middle East tension and looming tariff deadline. The market also ignored some economic softening, with weak housing data and a deceleration of consumer spending, which accounts for a large portion of our GDP. Tariffs are still expected, which will negatively impact inflation, and has the Fed currently waiting on decreasing interest rates. All this geological activity will obviously spur volatility in the near-term, but despite the market acting quickly to these events, investors tend to look through the noise after the initial shock, and the market moves accordingly. Corporate earnings expectations are still moderate, and GDP growth is only expected to be ~1.4%, so any win against these forecasts will keep us moving higher!

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