Market Pulse

Index	Last Week	1-Month (Trailing)	YTD
DJIA	+0.71%	+4.46%	+7.28%
S&P 500	+0.93%	+2.00%	+9.57%
Nasdaq	+2.43%	+2.50%	+14.09%
Russell 2000	+1.21%	+8.47%	+20.06%
MSCI EAFE	+1.00%	+4.07%	+10.45%
MSCI EM	+4.83%	+10.73%	+30.06%
Bloomberg U.S. Agg	+0.14%	+1.64%	+0.66%
Bloomberg U.S. Corp HY	+0.09%	+1.34%	+1.74%

Data as of: Friday, June 19, 2026

See important disclosures below.

Weekly Recap

06/15/2026 - 06/19/2026

U.S. Economy

• Fed outlook turned more hawkish after Warsh debut

• Jobless claims eased; Philly Fed improved

Equity Market

• Semis and megacap tech drove broad gains

• Small-caps outperformed in holiday-shortened trading week

Bond Market

• Treasury yields fell two to five basis points

• Fed hike risks kept policy uncertainty elevated

Around the Globe

• US-Iran MOU pressured crude sharply lower

• Dollar rallied; gold, silver, bitcoin declined

The Week Ahead…

06/22/2026 - 06/26/2026

• Mon

  • Europe PPI

  • Europe flash consumer confidence

• Tue

  • Flash PMIs; ADP payrolls

  • Carnival, FedEx, KB Home

• Wed

  • New home sales

  • Current account balance

  • Paychex, Micron

• Thu

  • Core PCE inflation

  • GDP second revision

  • Darden Restaurants, McCormick, TD SYNNEX

• Fri

  • Wholesale inventories (Preliminary)

  • Michigan sentiment (Final)

Next week brings a relatively quiet earnings calendar, keeping the market’s focus on incoming economic data and whether recent strength in equities can hold after the Fed’s more hawkish messaging. Early-week attention will center on Tuesday’s preliminary manufacturing and services PMIs, along with ADP weekly employment data.

Housing will move into focus midweek with new home sales and mortgage purchase applications, offering another read on whether lower oil prices and easing yields are helping sentiment. Earnings remain limited, though FedEx, KB Home, Paychex, Micron, Darden Restaurants, McCormick, and TD SYNNEX should draw some attention.

Thursday is the key macro day, with Core PCE inflation, durable goods, personal income, spending, and the second GDP revision all due. The week closes with preliminary wholesale inventories and final University of Michigan sentiment, giving investors another look at consumer confidence and inflation expectations.

-Matt Shaw, CFA

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