Signs of Economic Resilience Boost Stocks

MacroGeopolitics
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Summary · why it matters

Stocks rose on the last trading day of the second quarter, with the S&P 500 and Nasdaq 100 hitting one-week highs, as signs of economic resilience and strong earnings expectations lifted investor sentiment. The May JOLTS job openings unexpectedly increased by 9,000 to a two-year high of 7.594 million, while the April S&P Cotality composite-20 home price index rose 1.14% year-over-year, both exceeding forecasts. Technology and AI infrastructure stocks led gains, with SanDisk, KLA Corp, and Marvell Technology up more than 6%, and Bloomberg Intelligence forecasts suggesting second-quarter earnings may rise 23%, driven largely by AI spending. In China, the June manufacturing PMI rose to 50.3 and the non-manufacturing PMI unexpectedly edged up to 50.2, supporting global growth prospects. WTI crude oil added to Monday's 2% surge amid Middle East tensions, as Iran asserted control over Strait of Hormuz traffic ahead of expected US-Iran negotiations in Doha.

Impact on stocks 31

Semiconductors▲ · 9 stocks
Artificial Intelligence▲ · 7 stocks
Digital Finance & Tokenization▲ · 4 stocks
Defense & Geopolitical Fragmentation▲ · 2 stocks
Energy Transition & Power Demand▲ · 1 stocks
Cybersecurity & Digital Trust▲ · 1 stocks
Financials▲ · 1 stocks
Consumer Discretionary▲ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
Spatial Computing / AR/VR▲ · 1 stocks
Biotech & Genomic Medicine▲ · 1 stocks
Consumer Staples▲ · 1 stocks
Communication Services▲ · 1 stocks
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