Equities Mark To Market

The equity market has successfully absorbed record levels of primary issuance while maintaining broad buying momentum. Analysts remain optimistic about the S&P 500 hitting 8,000 this year, driven by strong earnings growth and record corporate buybacks.

Key Takeaways

• 1.The US equity market has shown significant resilience, absorbing over $115b in new issuance from Google and SpaceX within two weeks.
• 2.Equity market breadth is improving, with 8 of 11 sectors recording net buying flows in June.
• 3.Earnings growth remains the primary driver for a projected S&P 500 move to 8,000 in 2026.

Table of Contents

• 3 thematic trends from our PB data that pop
• Overall Prime Book: Net Factor Exposure

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