Двухнедельный обзор фондовых рынков №349. Большие надежды
Seasonal Rotation
Potential disinflation during the summer months is boosting demand for sectors sensitive to Fed interest rates
S&P 500 Index as of June 30, 2026
| Ticker | Asset | Change over the week | Change over the month |
| SPY | S&P 500 | -2,38% | -3,63% |
| QQQ | NASDAQ100 | -4,60% | -4,31% |
| DIA | Dow Jones Industrial 30 | 0,43% | 1,36% |
| UUP | U.S. Dollar | 0,57% | 2,89% |
| FXE | Euro | -0,64% | -2,42% |
| XLF | Financials | 0,00% | 3,86% |
| XLE | Energy | 0,13% | -4,35% |
| XLI | Industrials | 0,16% | 4,66% |
| XLK | Technology | -5,40% | -5,19% |
| XLU | Utilities | 3,22% | 4,01% |
| XLV | Healthcare | 7,32% | 7,27% |
| SLV | Silver | -10,47% | -22,03% |
| GLD | Gold | -3,48% | -10,43% |
| UNG | Natural Gas | 1,11% | -0,50% |
| USO | Oil | -8,17% | -18,29% |
| VXX | VXX Index | 3,33% | -2,40% |
| EWJ | Japan | -3,59% | -0,17% |
| EWU | UK | 0,66% | -2,49% |
| EWG | Germany | -2,14% | -6,45% |
| EWQ | France | -2,16% | -2,50% |
| EWI | Italy | -3,25% | -1,25% |
| GREK | Greece | -3,16% | 0,52% |
| EEM | BRICS | -5,09% | -2,06% |
| EWZ | Brazil | 2,79% | -3,45% |
| RTSI | Russia | -10,01% | -17,89% |
| INDA | India | -0,04% | 2,06% |
| FXI | China | -5,14% | -9,87% |