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Jul 08 2025
Market Internals

Other Market Undercurrents

  • Jul 8, 2025

As the market dismissed wild trade-policy uncertainty and the U.S. lobbing missiles at Iran, the index posted a tidy +11% for Q2 (following a Q1 loss of 4%). A little over half of the S&P 500’s return of the last three months was contributed by inspired performance from Microsoft (+33%), Nvidia (+46%), and Broadcom (+65%).

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil is a Co-Portfolio Manager and Sr. Research Analyst at The Leuthold Group, LLC. He is a member of the asset allocation and investment committees and is a major contributor to the firm's research publications.

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