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Equities Rising
August 5, 2025 - The strong performance in both equities and fixed income during July has offered the market a chance at a full recovery from the tariff-related dip seen earlier in the year. The large cap tech stocks known colloquially as the “Magnificent Seven” have continued to drive equity returns. These gains, and losses, are continuing to lead most of the equity market. The disproportionate sway held by the tech sector has significant effects in each asset class that it touches. Although they are muted in fixed incomes segments, these effects are witnessed across all major indices when earnings surprises, in either direction, take place. While this isn’t a new development, but rather a recent trend, it appears to be developing into a more pronounced ‘control’.
