Several key milestones in June, including SpaceX IPO and first Fed Chair Warsh meeting

As we close out the first week of June, the S&P 500 is basically flat for the week, and up 11% YTD. We continue to view the rally since the end of March as healthy and fueled by stronger earnings and improving fundamental visibility. For the month of June, we are focused on 3 things (see below):

1Q26 earnings season is over and it was one of the strongest earnings seasons in several years:- 82% of companies beat, with an overall beat of 16%- 1Q26 S&P 500 EPS growth +29%- 1Q26 S&a...

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