QuantStreet July 2026 Letter: Sector Rotation

Published on July 6, 2026

The most interesting shift in market price action in June was the strong outperformance of value stocks compared to the broad market and tech

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Does AI Raise or Lower Neutral Rates?

July 6, 2026
A growing share of central bankers argue that artificial intelligence will ultimately push neutral interest rates higher. Intuitively, if AI boosts productivity and lifts long-run growth, then households have less incentive to save, pushing up the real neutral rate.

Tech Set to Rebound as AI Leadership Faces Fresh Tests

July 6, 2026
US stock futures climbed early Monday as investors gauged whether the artificial-intelligence trade can regain its footing after one of its sharpest pullbacks in more than two years.