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Markets pulled back last week as trade tensions flared and tech stocks slumped. Despite losses in all 11 S&P sectors, international equities outperformed. Get insights on key economic data, sector trends, and market drivers in this week’s market commentary.
Positive earnings from Microsoft, Meta and Amazon helped the S&P 500 recoup its post tariff losses and push a 9 day win streak.
This week’s economic highlights include updates on retail sales, industrial production, capacity utilization, and housing starts—key indicators of consumer activity and economic momentum.
This week we get data on Existing Home Sales, New Residential Sales, Consumer Confidence, Durable Goods, the 2nd Estimate of 4th Quarter GDP, Personal Income, and Chicago PMI.
Week 22 Talking Points: S&P 500 Caps Best Month Since 2023 Amid Trade Relief, AI Momentum, and Economic Resilience