July 12, 2026
Market & Economic Summary — Week Ending July 10, 2026
Equities: Tech reclaims leadership, but breadth narrows
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Market Commentary
Perspective on markets, positioning, and the investment landscape — written personally, not syndicated.
July 3, 2026
Week Ending Thursday, July 2, 2026 (Holiday-Shortened)
US equity markets finished up the first half of 2026 very strongly while Mag 7 remained relatively weak. Crude well off recent highs on hopes of further progress on Iran confrontation.
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