Market Recap: June 2026
June 2026 in numbers: SPY -1.2% while small caps rose, more decliners than advancers, and one chip maker out-trading every ETF on the tape.
Rates & the yield curve
Treasury yields and the yield curve: the 2s10s spread, inversions, and what the curve looked like at each point in time, from the data.
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Treasury Yield Curve, H1 2026: Twist, Not Shift
H1 2026 Treasury yield curve review: a twist that lifted the belly while both ends held, a 2s10s spread that never inverted, and the 30-year's brush with 5%.
Market Recap: Week of June 29, 2026
Four sessions and a Friday holiday: SPY rose 2.2%, breadth ran positive, one chip maker out-traded every ETF, and the quarter turned with a filing-day gap.
Market Recap: H1 2026
H1 2026 in numbers: a down Q1, a 14.1% SPY recovery quarter, small caps' best first half on record, the full yield curve, and eleven sectors ranked.
Market Recap: Q2 2026
Q2 2026: every index ETF up double digits, QQQ 26.5%, after a negative Q1, a flattening curve, and a quarter-end filing-day gap in the data.