Our June Perspective

2026-06-08 12:23:00 ET

What’s New

First quarter earnings for the S&P 500 rose nearly 30% on a year-over-year basis, driven by blowout numbers in the Information Technology and Communications Services sectors. This was driven largely by companies closest to the AI boom. Stocks reacted in kind with the S&P 500 rising over 5% during the month, bringing year-to-date gains for the index north of 10%....

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