“A latter-day Rip Van Winkle… napping since the start of the year, might think not much had changed” over the past six months in financial markets, says Randall Forsyth in Barron’s. The S&P 500 index

Europe has been a winner while US has been a (relative) loser

Picking through a murky market outlook for the rest of 2025

The S&P sector index is making new all-time highs

Issue of the week: are markets too complacent? ...

A 4.1% unemployment rate suggests little need for rate cuts from the Fed