🎉 38 Years of Marriage and a Surprising Market Surge
Weekly Market Wrap-Up – June 27, 2025
By John Heil, Market Capital Management
Today marks a special milestone — my wife and I are celebrating our 38th wedding anniversary! In a strange but fitting parallel, the stock market is also celebrating: the S&P 500 just hit an all-time high, defying expectations that many had just a few months ago.
📈 Markets Reward Patience
If you had asked most people in April where the market would be by the end of June, few would have predicted record highs. It’s a reminder that patience remains one of the most valuable traits in investing. Despite plenty of uncertainty earlier this year, staying invested has paid off.
💡 Key Market Drivers This Week:
S&P 500 at new highs – Market optimism is back in full force.
10-Year Treasury yield down to 4.25% – A notable drop, especially considering...
PCE Index (inflation) came in hotter than expected — but not enough to spook investors.
Supreme Court ruling: District courts can’t issue nationwide injunctions, a move that may allow more pro-business policies to advance.
Trade deal progress with China: The U.S. has signed an initial framework agreement. Commerce Secretary Howard Lutnick expects 10 more major deals in the near term.
Recession odds declining while rate cut potential increases — that’s the kind of combo Wall Street likes to hear.
🧾 Wrapping Up Q2
We’re approaching the end of the second quarter and the first half of 2025. While I expected us to be roughly flat by this point, it looks like we’ll close the first half slightly up — another reminder that forecasts are just educated guesses, and markets have a mind of their own.
☎️ Let's Connect
If you have questions about what this means for your portfolio, or if a friend or family member could benefit from a second opinion, feel free to reach out:
📞 Call: (760) 310-1029
📧 Email: John@MarketCapitalManagement.com
Wishing you a restful weekend and a prosperous close to the quarter. I’ll be back next week with a full mid-year recap. Until then, stay informed — and stay invested.