Jun 25, 09:59 PM

S&P 500 Nears All-Time Highs as July, Historically Best Month, Sees $114.3B Vol Control Buy and Gains Under Trump 2.0

Market analysts have highlighted the potential for a strong summer rally in US stocks, with July historically being the best month in post-election years and the second best over the past decade. The S&P 500 is currently about 0.85% below its all-time highs, suggesting a possible new peak for 2025, consistent with historical trends where stocks rarely peak early in the year. A gain of over 2% in January has been a reliable indicator of a better-than-average full-year performance. Since the start of President Donald Trump's second term, stocks have shown gains despite a historically poor start to the year. Historical data indicates that even if stocks decline by 15% year-to-date, they have previously rebounded to double-digit gains by year-end, a pattern expected to continue in 2025. Additionally, vol control funds are projected to increase exposure by $114.3 billion in the coming month, marking the largest one-month buy projection in Nomura's model since 2004. Many stocks are currently near or above their monthly highs, reinforcing the optimistic outlook for the market in the near term.

#US #Donald Trump #Nomura

Written with ChatGPT (GPT-4).