Stock Market Outlook for June 27, 2025
Tariff-front running has come to an end, but there are a few segments of the manufacturing economy that are still flourishing, demanding attention in portfolios.
*** Stocks highlighted are for information purposes only and should not be considered as advice to purchase or to sell mentioned securities. As always, the use of technical and fundamental analysis is encouraged in order to fine tune entry and exit points to average seasonal trends.
Stocks Entering Period of Seasonal Strength Today:
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Ing Groep NV ADR (NYSE:ING) Seasonal Chart
Silver Tiger Metals Inc. (TSXV:SLVR.V) Seasonal Chart
Gyre Therapeutics, Inc. (NASD:GYRE) Seasonal Chart
Gartner Group, Inc. (NYSE:IT) Seasonal Chart
Modine Manufacturing Co. (NYSE:MOD) Seasonal Chart
abrdn Physical Palladium Shares ETF (NYSE:PALL) Seasonal Chart
The Markets
Stocks rose on Thursday as the White House calmed investor concerns over the looming tariff pause deadline, claiming that the date is not critical and that, perhaps, it could be extended. The S&P 500 Index closed higher by eight-tenths of one percent, knocking on the door of the all-time closing high that was charted on February 19th at 6144. An upside gap around 6025 was recorded on Tuesday, instantly plotting a point of support to shoot positive bets against as we get into the start of the summer rally period that tends to see investors buy into the equity market beginning on the 27th of June, on average. Support at the 20-day moving average (6002) has been confirmed in the past few sessions, a variable hurdle that has been unviolated throughout the bull-market rally from the April lows. While we will not be granted the opportunity to buy back into the market at lower levels now that the first of the two timeframes that tends to account for the bulk of the weakness during the offseason for stocks has come to an end, our desire is to still be exposed to risk (stocks) for the positive timeframe that normally follows the end of quarter weakness. Tuesday’s jolt confirms that the short-term rising trend is intact and no technical damage was achieved following the recent digestion off of the April low, providing a setup to be enticed to. We are bumping up risk exposure in portfolios back to the state that it was prior to the start of the normally weak timeframe on June 14th. Our list of candidates in the market that are worthy to Accumulate or Avoid continues to be appropriately positioned, keeping investors tuned into those segments of the market that are working in such areas as in the Technology, Communication Services, Financials, and Utilities sectors.
Today, in our Market Outlook to subscribers, we discuss the following:
- The action we are taking in the Super Simple Seasonal Portfolio
- US Durable Goods Orders and the investment implications within
- The rollover of shipping activity following pre-tariff front-running
- US International Trade in Goods
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Sentiment on Thursday, as gauged by the put-call ratio, ended bullish at 0.75.
Seasonal charts of companies reporting earnings today:
S&P 500 Index
TSE Composite
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