Updated
Updated · Quad-City Times · Jul 5
US Stocks Post Strong H1 Gains as Russell 2000 Jumps 21.9%
Updated
Updated · Quad-City Times · Jul 5

US Stocks Post Strong H1 Gains as Russell 2000 Jumps 21.9%

3 articles · Updated · Quad-City Times · Jul 5

Summary

  • The S&P 500 rose 9.6% in the first half through June 30, while the Nasdaq gained 12.8% and the Dow added 8.9%.
  • FactSet data showed corporate earnings growth of 28.8% in the first quarter and an estimated 23.1% in the second, giving investors the main reason to keep buying.
  • Oil's war-driven spike also faded: crude surged 68.5% to $112.95 by April 7 after the Strait of Hormuz disruption, then retreated to prewar levels.
  • US companies and consumers also adjusted supply chains and spending to cope with Trump-era tariffs on major trading partners including Canada, Mexico, China and the EU.
  • Small caps led the rally, with the Russell 2000 up 21.9%—its best first half since 1991—signaling confidence in the domestic US economy despite trade and geopolitical shocks.

Insights

The U.S. market soared while global trade choked. Is the AI boom masking a deeper economic fragility?
With strategic oil reserves at a 40-year low, how will the U.S. weather a prolonged Hormuz shutdown?
If Iran's 'toll' system for the Strait of Hormuz succeeds, how will it permanently reshape global energy markets?