PMC Monthly Recap July 2026
July delivered mixed asset class performance. Geopolitical tensions unfortunately returned and so did investor anxiety.The S&P 500 dipped last month as technology stocks encountered turbulence.
July delivered mixed asset class performance. Geopolitical tensions unfortunately returned and so did investor anxiety.-The S&P 500 dipped last month as technology stocks encountered turbulence. Large cap value stocks outperformed, however.- Fixed income asset classes struggled in July as inflation fears and higher real yields buffeted bond markets.- Middle Eastern oil exports fell to 36% of pre-war levels, based on Wall Street Journal data. This supply cut could hurt global economies if it lasts.- What we’re watching: What is the endgame in the Middle East? Will fighting resume, or can a sustainable peace deal be reached?