Bloomberg Business News: Markets Surge 12% in Two Months, Validating Coleman Group’s Bullish Forecast

Back in May, Coleman Group Partners,LLC issued an optimistic market outlook grounded in major geopolitical breakthroughs and favorable macroeconomic signals. Two months later, the U.S. stock market has rallied more than 12%, with the S&P 500 and Nasdaq both reaching all-time highs—a powerful affirmation of our forecast and the underlying economic momentum.

A Reflection on Our May Outlook

In our May 10 blog post, we highlighted seven drivers fueling our bullish stance: from historic tariff agreements with the UK and China to stabilizing interest rates, improving corporate earnings, and renewed global cooperation. These weren’t speculative takes—they were strategic insights derived from deep macro analysis and market data.

Today, each of those pillars is bearing fruit:

• Tariff normalization continues to unlock global trade flows.
• Interest rates have steadied, encouraging capital investment and spending.
• Earnings reports are exceeding expectations.
• Investor sentiment is decisively positive, and markets are responding accordingly.

12% Market Rally: A Measured, Data-Backed Boom

Since May 10:

• The S&P 500 has climbed approximately 11–12%, hitting new record highs above 6,225.
• The Nasdaq (QQQ) has similarly surged, driven by strong performance in technology and innovation sectors.
• The Dow Jones has posted more modest but steady gains of about 5%, reflecting broader economic stability.

This isn’t irrational exuberance. It’s a measured response to improving fundamentals.

What This Means for Investors

The recent growth validates what we believed in May: markets reward structural progress and global coordination. For investors, the current environment presents a rare opportunity to build long-term positions while valuations in some sectors remain attractive.

Looking forward, we remain confident that continued global cooperation, technological innovation, and prudent monetary policy will sustain this momentum. However, we also remind our clients that growth is never linear—and the key to navigating the market effectively lies in strategic diversification and expert guidance.

Final Thoughts

At Coleman Group Partners, LLC, we’re proud to provide actionable insights grounded in research, not noise. The past two months have reinforced our commitment to anticipating trends rather than reacting to them.

Coleman Group Partners, LLC

Helping You Navigate the Markets with Confidence, a Barron Hall of Fame, certified organization.

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