May 2025 delivered a robust equity rally, with the S&P 500 and Nasdaq posting their strongest monthly gains since November 2023.
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Market Commentary:
The S&P 500 briefly erased its year-to-date gains last week, largely driven by a decline in mega-cap tech stocks. While the index remains 15%
U.S. Equities Rally Amid Economic and Policy Uncertainty
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November was a standout month for US equities, with the market propelled by several favorable dynamics.
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This month, defensive sectors were the best performers, with notable gains in . . .
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July was a dynamic month for U.S. equities, marked by significant rotation within the market.
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