Afternoon Note
Well this session is something of a reversal from yesterday, as defensive sectors are higher, while Energy and Financials are pulling back.
There is definitely a summer-like idyllic feeling in the air with the Fourth of July, as many investors are already on the beach.
Still, this is the week with the most important data of any month: the monthly jobs report. For now, I think the big story is cash hanging around the market, even if it’s rotating back and forth, as investors toggle from optimistic to caution.
S&P 500 Index |
-0.19% |
|
Communication Services (XLC) |
+0.48% |
|
Consumer Discretionary (XLY) |
-0.44% |
|
Consumer Staples (XLP) |
+0.10% |
|
Energy (XLE) |
-1.86% |
|
Financials (XLF) |
-0.64% |
|
Health Care (XLV) |
-0.08% |
|
Industrials (XLI) |
-0.30% |
|
Materials (XLB) |
-0.59% |
|
Real Estate (XLRE) |
+1.53% |
|
Technology (XLK) |
-0.14% |
|
Utilities (XLU) |
+0.91% |
Tweet |
7/1/2025 1:29 PM | Rotation |
7/1/2025 9:45 AM | FEAR OF MISSING OUT IS CREEPING IN |
6/30/2025 1:24 PM | Steady As She Goes |
6/30/2025 9:54 AM | SUMMER RALLY STARTS |
6/27/2025 1:35 PM | Reaching New Heights |
6/27/2025 9:39 AM | THERE'S MORE! |
6/26/2025 1:10 PM | S&P Approaches Record |
6/26/2025 9:51 AM | CHIPS MOMENTUM CONTINUES |
6/25/2025 1:42 PM | Tech Stocks Power Nasdaq 100 |
6/25/2025 9:47 AM | CLIMBING MOUNTAINS OF WORRY |
6/24/2025 1:47 PM | Peace Rally |
6/24/2025 9:48 AM | PEACE THROUGH STRENGTH: THE MARKET LOVES IT |
6/23/2025 1:47 PM | Getting Some Resolve |
6/23/2025 9:51 AM | BRACING |
6/20/2025 1:29 PM | Second Triple Witching |
6/20/2025 9:38 AM | POWELL BLEW IT |
6/18/2025 12:41 PM | FED Day |
6/18/2025 9:45 AM | ROOM WITH A VIEW |
6/17/2025 1:26 PM | Tension Continues |
6/17/2025 9:50 AM | THE BIG TECH TEN & CO |
6/16/2025 1:34 PM | Fears Subside |
6/16/2025 9:44 AM | DRUMBEATS OF PEACE |
6/13/2025 1:30 PM | Showing Resilience |
6/13/2025 9:37 AM | THE NEW NUCLEAR AGE |
6/12/2025 1:27 PM | Interest Rates in Focus |
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