PMC Monthly Recap June 2026
June delivered mixed asset class performance. Geopolitical tensions eased somewhat, though, and Middle Eastern oil exports resumed. The S&P 500 dipped last month as technology stocks encountered turb
June delivered mixed asset class performance. Geopolitical tensions eased somewhat, though, and Middle Eastern oil exports resumed.- The S&P 500 dipped last month as technology stocks encountered turbulence. Domestic small caps rose nicely, however.- Fixed income asset classes mostly notched modest gains in June. Domestic bond yields dipped, despite mixed economic data.- Kevin Warsh is already moving to impact the Federal Reserve. He has created five Fed task forces to reevaluate key aspects of the Fed’s work.-
What we’re watching: What is the endgame in the Middle East? Will fighting resume, or can a sustainable peace deal be reached?