Market Recap: Week of June 29, 2026
Four sessions and a Friday holiday: SPY rose 2.2%, breadth ran positive, one chip maker out-traded every ETF, and the quarter turned with a filing-day gap.
What actually happened, period by period — daily, weekly, monthly, and beyond, in the numbers.
Four sessions and a Friday holiday: SPY rose 2.2%, breadth ran positive, one chip maker out-traded every ETF, and the quarter turned with a filing-day gap.
June 2026 in numbers: SPY -1.2% while small caps rose, more decliners than advancers, one chip maker out-trading every ETF, and a missing quarter-end filing day.
Q2 2026: every index ETF up double digits — QQQ 26.5% — after a negative Q1, a flattening curve, and a quarter-end filing-day gap in the data.
H1 2026 in numbers: a down Q1, a 14.1% SPY recovery quarter, small caps' best first half on record, the whole curve maturity by maturity, eleven sectors, the options tape's same-day-expiry climb, and a record of what's still missing.
Holiday-eve rotation: positive breadth under a falling Nasdaq, memory-rout day two, a double-loaded Thursday expiry, and the split that faked a crash.
The second half opened with one of the month's quietest index days atop a violent tape: the memory complex broke, META diverged, the dividend wave crested.
The quarter's last session from stored SQL: a growth-led up day, semis into the quarter turn, a crypto counter-current, and a near-empty filing index.
June 29, 2026 in two minutes, from stored SQL: the index scoreboard, breadth, a memory-stock round trip, options flow, rates, and the day's calendar.