Two Fifteen

Two Fifteen – 30 June 2020

Well let's focus on how Q2 has done rather than how H1 has done. A much stronger second quarter after the horrors of Q1 leaves us hopeful for more of the same going forward. The S&P on track for its best Q2 since the 1930's. You'd not have suggested that as likely as we started April. Volumes are understandably mostly higher across the board and macro data is helping those looking for some window dressing (Chinese PMIs beating expectations) but they're leaving it late at the moment with most indices down just shy of 1%. Maybe yesterday's late move was enough for most.

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