Weekly Market Guide

The S&P 500 continues a historic 9-week winning streak driven by strong earnings, high capex, and economic resilience. While the market remains stretched due to Tech-heavy performance, fundamental support remains robust.

Key Takeaways

• 1.The S&P 500 has achieved 9 consecutive weekly gains, a historic streak typically followed by favorable returns.
• 2.Economic resilience remains supported by strong job market data and a significant capital expenditure boom.
• 3.Tech-sector concentration is extreme, with outsized performance potentially warranting near-term consolidation.

Table of Contents

• Weekly Market Guide
• 9 Consecutive Weekly Gains for the S&P 500
• Economic Resilience
• Fundamental Backdrop Is Supporting The Strength
• Tech-Heavy Performance since March
• IMPORTANT INVESTOR DISCLOSURES
• Index Definitions