Strasmore Research

Educational explainers, recurring market-structure breakdowns, and historical deep-dives — every number sourced from a stored query against real market data.

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Market Recap 2026-07-04

Market Recap: H1 2026

H1 2026 in numbers: a down Q1, a 14.1% SPY recovery quarter, small caps leading the half, forty basis points of curve flattening, and a record of what's still missing.

#market recap #semiannual #rates #ipos #yield curve