Goldman Sachs
July 14, 2026
US Equities Mid-Day Color
Daily UpdateCommoditiesCryptoEquitiesEnergyFinancials
US Equities traded higher on July 14, 2026, driven by a cooler-than-expected CPI print and continued momentum in AI-related technology stocks. Despite the index gains, market breadth remains narrow with over 300 S&P 500 stocks trading lower on the day.
Key Takeaways
- 1.Markets rose led by the Tech sector following a softer-than-expected CPI print.
- 2.July rate hike expectations have declined significantly to approximately 14%.
- 3.Breadth remains narrow as the AI theme and megacaps drive performance.
Table of Contents
- Key Focus
- Our Flows
- Chart of the Day:
- More in Equity
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Authors
Ryan SharkeyJason KleinJack McKeonRyan BaileyKatherine Reynolds
Securities
NDXSPXBTCHCA
Themes
AI SpendingCooling InflationEarnings Growth
Regions
North AmericaUnited States
