S&P 500 Shrugs Off Geopolitical Risks as Sector Rotation Takes Center Stage. Forecast as of 15.07.2026
The S&P 500 index has shown little reaction to geopolitical tensions and other uncertainties. The broad equity index continues to benefit from the strength of the US economy, while sector rotation has emerged as the key market narrative. Let's examine the main drivers and develop a trading plan.Major Takeaways US GDP is expected to grow by 2.1% in 2026. The correlation between the S&P 500 and other assets has declined. Rotation is dominating the US stock market. Long trades on the S&