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June 2025 Market Insight: Bullish Momentum Meets Caution

Is this the start of a summer surge—or a setup for surprises?

The S&P 500 just crossed 6,000, fueled by AI innovation, strong corporate earnings, and nearly $1 trillion in stock buybacks. Citi and Oppenheimer have both raised year-end targets, with many experts calling this a bull market revival.

Meanwhile, job reports remain strong, delaying the Fed’s expected rate cuts to September 2025. Inflation, set to be reported June 11, is the next big market mover.

Why it matters:

  • Corporate profits and productivity are soaring

  • The Fed is being cautious, but not panicked

  • Global diversification is trending

  • “Buy the dip” may still be the winning move

Investor Tip of the Month:

Diversify smartly. Tech and cyclical stocks still shine, but Europe and short-term bonds offer safety nets.

Key Dates to Watch:

  • June 11 – CPI Inflation Report

  • June 17 – Federal Reserve Meeting

  • Ongoing – U.S.–China Trade Negotiations