Invesco S&P 500 Equal Weight ETF

RSP

Market cap $96.8B

Navigating the macroeconomic landscape in the first half of 2026 has been a study in contrasts. Markets have marched toward all-time highs even as historic valuation metrics flash warning signs behind the scenes.

We're all looking for solid investments for our portfolios, right? It's easy to focus on big-name high-flying stocks, such as Nvidia or Micron Technology.

The S&P 500 posted its second straight winning week, finishing up 1.3% from last Friday. Key Takeaways The S&P 500 posted a 1.3% weekly gain.

Still bullish on AI? Here's how ETFs can help you stay invested without overloading on tech.

The S&P 500 experienced its best week in two months, finishing up 1.7% from last Friday. Key Takeaways The S&P 500 experienced its best week in two months, finishing up 1.7%.

It's one thing to gather momentum and another to maintain it. The S&P 500 Momentum has effectively done both, gaining 7.5% during the month of June while maintaining a 44.4% gain that led all S&P factor-based equity exposure during the full second quarter.

The S&P 500 is a weighted index, so companies with larger market caps influence its value the most. That setup could expose investors to more risk than they want to take on.

Last week's data reaffirmed that inflation pressures remain the defining narrative across the economic landscape. While finalized data reveals that economic growth expanded at a surprisingly strong pace back in the first quarter , more recent data points to broadening price pressures throughout the economy.

In H1 2026, part of my 2026 framework was confirmed: AI‑driven productivity, industrial strength, and utilities' power‑demand tailwinds played out, while the Iran shock created the only major deviation from expectations. However, the macro backdrop is changing: Brent is back in contango, Warsh is firmly higher‑for‑longer, growth and labor remain resilient, and hyperscalers continue pushing toward trillion‑dollar cumulative AI capex.

The S&P 500 fell every day this week, its longest losing streak since last August. Ultimately, the index closed the week down 2.0%, marking its first decline in three weeks.