It took a year since it was given a signal to the stock market’s march to reach its arrival, but it is finally here. The reference was followed by low inflation and the reduction of the FOMC rate in the years, several quarters of uncertainty that the customs tariffs and winds of the overall economy.
The story in early July is that the customs tariff affects less economic conditions than fear, the conditions remain flexible, and the back wind may start soon.
The back wind will worsen in the form of commercial deals and macroeconomic stability due to Trump’s tax policy and the abolition of restrictions, which may lead to years of economic expansion of all sectors.
These sectors are leaders in the second half with a jogging space
Technology and communication services remain in the front between the S&P 500 NYSEARCA: Spy Sectors, with nvidia Nasdak: nvda As a pioneering player. However, even her bullish view and rapidly improving arrow prices indicate that the gathering is expanding.
This lies in the trading volume, which is still healthy in about a billion shares that have been traded per week, but it is significantly reduced from the height of artificial intelligence madness, even represents the shares of shares. Where the folder flows, it is flowing to it, as it includes Sectors such as industries and financial data.
The industrial sector increases with the highest new XLI
SPDR Industrial SPDR industrial box today
SPDR Industrial Sector
As of 04:10 pm
- 52 weeks
- 112.75 dollars
▼
152.08 dollars
- Profit
- 1.27 %
- Assets under management
- 22.43 billion dollars
The industrial sector is prominent, as represented by the SPDR industrial sector Nysearca: xliAnd that broke new levels earlier this year.
Nearly 5 % of the previous high has increased, indicating a strong movement and a high level of market condemnation.
The leading stocks include defense names, machinery and equipment makers such as Caterpillar and DeEERE, which are located in or near new levels in mid -July.
The defense was in particular, it is supported through global military activity, re -armament and modernization, as the United States is expected to increase with double numbers next year.
XLF strikes its highest levels as financial stocks gain momentum
Financial Select Sector SPDR FUND today
Financial Select Sector SPDR FUND
As of 04:10 pm
- 52 weeks
- 40.66 dollars
▼
$ 53.27
- Profit
- 1.37 %
- Assets under management
- 51.12 billion dollars
The financial sector has already reported the Q2, with a few regional and smaller banks left.
Prefabbed meals are that the work is better than expected, as the strengths in all sectors are hidden from the high interest rates and net interest income.
In a sectoral manner, the financial statements indicate that the consumer is stable, that trade activity is still strong, and that trading works better than expectations.
SPDR financial sector nysearch: xlf New levels were broken in early July and prepares to move up in the second half of 2025.
JPMorgan directives are decisive details because they include better results than expected, wide cash flow, and increased capital revenues. JPMorgan, the largest financial institution outside China, has increased its profits twice in the last four quarters and is on the right path to another increase in the two quarters.
This is a great temptation for investors and the driving force of the stock price, which returned again in early July, but confirmed the support on the moving average for 30 days after the release.
The volume is not strongly high in this stock, but at the end of the three -month range, with the close MACD reflected improving strength.
My consumer appreciation will be hot in the second half
SPDR estimated estimated funds for the consumer today
SPDR estimated estimated funds for the consumer
As of 04:10 pm
- 52 weeks
- 166.48 dollars
▼
240.28 dollars
- Profit
- 0.83 %
- Assets under management
- 22.29 billion dollars
The other S&P 500 sectors have not yet set up new levels, but one sector is on the right path to re -test its new levels soon. This is the consumer food sector, represented by SPDR’s estimated consumer Nysearca: xlyThat increased by 25 % of its lowest levels in April and it seems that it is preparing to move higher in mid -July.
The profits, which tend to launch near the end of the reports cycle, can stimulate the move up, but the previous catalyst is also a possibility.
The latest retail sales report reveals the most powerful consumer activity, and is in line with the health market conditions.
The health market conditions are clear in July Initial claim numbers, That is heading with seasonal patterns at health levels.
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