2025 YTD Portfolio Performance:
My portfolio: 8.96%
S&P500: 7.30%
19/7/25 Market Weekly Recap:
Last week saw a generally positive, albeit quiet, performance across global stock markets, with several key indices hitting new records. In the US, the S&P 500 and Nasdaq Composite continued their upward trajectory, reaching all-time highs, driven largely by solid corporate earnings reports and optimism surrounding potential Federal Reserve interest rate cuts. The S&P 500 gained approximately 0.6% for the week, while the Nasdaq rose around 1.5%. The Dow Jones Industrial Average, however, saw a slight decline of about 0.1%.
Economic data played a significant role, with inflation readings for June generally in line with expectations and retail sales surpassing forecasts, indicating continued consumer strength. Corporate earnings for the second quarter have also largely exceeded predictions, with a notable 86% of companies beating forecasts so far. This positive earnings season, particularly from the financial sector and some consumer-facing companies like PepsiCo and United Airlines, bolstered investor sentiment.
However, the market also faced some headwinds, including concerns over accelerating inflation (with June's CPI showing its biggest monthly increase in five months) and ongoing uncertainties surrounding tariffs, particularly with the new August 1 deadline looming. Despite these concerns, markets generally absorbed them, with investor confidence supported by the strong fundamentals.
Internationally, the Australian share market (S&P/ASX200) had a particularly strong week, gaining 3.39% and reaching a record high, fueled by an unexpected rise in unemployment that increased the odds of an August rate cut by the Reserve Bank of Australia. Asian markets were mixed, with Hong Kong's Hang Seng jumping over 1%, while Japan's Nikkei 225 saw a slight dip. European markets were also varied, with some modest gains. Bond yields, particularly US Treasuries, eased slightly on speculation of future Fed rate cuts.
That is all I could summarise about what happened in the stock market last week. Have a great weekend!
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Tue Nov 18 2025 10:01:54 GMT+0000 (Coordinated Universal Time)
