11 July 2025 | S&P 500

Leaders and laggards in US stock market switched places — Bloomberg

Leaders and laggards in US stock market switched places — Bloomberg

July saw significant shifts in the US stock market. Several companies that had underperformed in the first half of the year emerged as leaders, while former favorites began losing ground, according to Bloomberg News.

The most notable change occurred in the energy sector. Previously one of the worst-performing sectors in the S&P 500, it has now become the market leader, agency analysts report. Meanwhile, the services sector has moved from leading to lagging in terms of returns.

Sameer Samana, an expert at Wells Fargo Investment Institute, believes current US economic developments are playing a key role in these observed changes. The analyst specifically cited dollar weakness, declining long rates, and interest rate uncertainty as contributing factors.

Furthermore, data from Bespoke Investment Group shows a similar trend. The Russell 1000 Index experienced capital rotation among numerous companies. The 20 worst-performing stocks gained an average of 5.4%, while the top 20 performers declined by 2.1%.

Period: 06.02.2026 Expectation: 4500 pips
Silver must test $103 to confirm exit from channel
Yesterday at 11:48 AM 43
Period: 02.02.2026 Expectation: 4300 pips
SPX rallies into Magnificent Seven earnings and Fed policy
Yesterday at 11:44 AM 40
Lyra_Moonwell1
Lyra_Moonwell1

Listed among the best MarketCheese authors
1st in the segment "Oil and gas"
Period: 28.02.2026 Expectation: 900 pips
GBPUSD selloff down to 1.3570
Yesterday at 11:18 AM 25
Brent sell
Period: 15.02.2026 Expectation: 50 pips
Selling Brent crude down to $65.5
Yesterday at 09:58 AM 20
Gold buy
Period: 02.02.2026 Expectation: 14000 pips
Gold sets bar even higher due to intensified safe-haven demand
Yesterday at 08:57 AM 51
Period: 30.01.2026 Expectation: 600 pips
AUDCAD trend holds firm on upbeat Australian reports
23 January 2026 74
Lyra_Moonwell1
Lyra_Moonwell1

Listed among the best MarketCheese authors
1st in the segment "Oil and gas"
Go to forecasts