Peakfolio Team
Jul 7, 2025
Between June 30 and July 7, U.S. stocks pushed higher as investors entered the third quarter with renewed confidence ahead of the next wave of corporate earnings.
The shortened holiday week saw light trading volume but an upward bias, with the S&P 500 and Nasdaq notching modest gains. Optimism returned to growth names as investors anticipated a strong earnings season from major tech and consumer companies. Economic data remained mixed — manufacturing activity softened, but consumer sentiment rose to its highest level since early spring, reinforcing hopes that spending will sustain momentum through summer.
Analysts described the market tone as quietly constructive. While inflation remains a talking point, focus has shifted toward corporate fundamentals and margin strength. With volatility near multi-month lows, traders appear content to ride early-quarter momentum — at least until earnings results start setting the next directional tone.