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The bullish narratives below show what this side of the coverage argues.
Archived · 15 July 2026
Equities · SPX
S&P 500
See how coverage of the S&P 500 is changing—and the bullish and bearish arguments behind it.
Sentiment over time
History shown
48% bullish — 48% of the articles that took a side on S&P 500 argued S&P 500 higher, articles published 8–14 July.
S&P 500 · 48% bullish. 48% of the articles that took a side on S&P 500 argued S&P 500 higher, articles published 8–14 July.
| Date | Bullish share (%) |
|---|---|
| 2026-07-09 | 52 |
| 2026-07-10 | 55 |
| 2026-07-11 | 56 |
| 2026-07-12 | 54 |
| 2026-07-13 | 56 |
| 2026-07-14 | 37 |
| 2026-07-15 | 48 |
| Date | Bullish share (%) |
|---|---|
| 2026-06-23 | 21 |
| 2026-06-24 | 14 |
| 2026-06-25 | 28 |
| 2026-06-26 | 37 |
| 2026-06-27 | 34 |
| 2026-06-28 | 35 |
| 2026-06-29 | 35 |
| 2026-06-30 | 47 |
| 2026-07-01 | 63 |
| 2026-07-02 | 59 |
| 2026-07-03 | 56 |
| 2026-07-04 | 64 |
| 2026-07-05 | 66 |
| 2026-07-06 | 66 |
| 2026-07-07 | 67 |
| 2026-07-08 | 55 |
| 2026-07-09 | 52 |
| 2026-07-10 | 55 |
| 2026-07-11 | 56 |
| 2026-07-12 | 54 |
| 2026-07-13 | 56 |
| 2026-07-14 | 37 |
| 2026-07-15 | 48 |
Each point measures the previous seven days of directional articles. It describes coverage, not the probability of a rise in the S&P 500’s price.Articles published from 8 to 14 July, scored the following mornings.
What changed
Strong Earnings Driving SPX Rally now leads the bullish case — new
New in the bullish case: Cool Inflation Data Boosts Equities · CPI-Driven Fed Dovish Pivot Rally
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The bullish and bearish cases
↘ Bearish case · Summary unavailable
No case summary was saved for this edition
The bearish narratives below show what this side of the coverage argues.
How the S&P 500’s narratives are evolving
Start with the highlights, or explore a stage of the narrative lifecycle.
Featured
6 featured narratives · Selected highlights across the lifecycle
Strong Earnings Driving SPX Rally
Share of coverage
6.3%
Past 3 days
Sentiment
Bullish
In short
Better-than-expected earnings reports are driving stock market gains.
US-Iran Tensions Impacting Rates
Share of coverage
6.1%
Past 3 days
Sentiment
Bearish
In short
U.S.-Iran tensions could lead to rising energy prices, potentially prompting the Federal Reserve to hike interest rates.
Cool Inflation Data Boosts Equities
Share of coverage
2.7%
Past 3 days
Sentiment
Bullish
In short
Cool inflation data supports continued strength in equity markets
CPI-Driven Fed Dovish Pivot Rally
Share of coverage
2.7%
Past 3 days
Sentiment
Bullish
In short
A lower CPI could lead to a shift in the Fed's hawkish stance, resulting in a stock market rally.
Emerging
7 emerging narratives · Gaining attention from a low base
US-Iran Tensions Impacting Rates
Share of coverage
6.1%
Past 3 days
Sentiment
Bearish
In short
U.S.-Iran tensions could lead to rising energy prices, potentially prompting the Federal Reserve to hike interest rates.
Cool Inflation Data Boosts Equities
Share of coverage
2.7%
Past 3 days
Sentiment
Bullish
In short
Cool inflation data supports continued strength in equity markets
CPI-Driven Fed Dovish Pivot Rally
Share of coverage
2.7%
Past 3 days
Sentiment
Bullish
In short
A lower CPI could lead to a shift in the Fed's hawkish stance, resulting in a stock market rally.
Fed Rate Cut Inflation Easing
Share of coverage
2.7%
Past 3 days
Sentiment
Bullish
In short
Easing inflation data may lead the Fed to cut interest rates this year.
Iran Oil Infrastructure Threats
Share of coverage
1.8%
Past 3 days
Sentiment
Bearish
In short
Threats to Iran's oil infrastructure, particularly Kharg Island, will create supply disruption concerns that support higher crude oil prices
Strong Labor Market Supports Equities
Share of coverage
1.8%
Past 3 days
Sentiment
Bullish
In short
Strong economic growth and robust labor market conditions support equity valuations despite inflation concerns
Iran Conflict Market Risk Selloff
Share of coverage
0.9%
Past 3 days
Sentiment
Bearish
In short
Middle East conflict tensions and stalled negotiations are weighing on investor sentiment and market direction
Accelerating
6 accelerating narratives · Already visible and gaining attention
Fading
4 fading narratives · Losing attention
Strong US Economic Data Rally
Share of coverage
0.9%
Past 3 days
Sentiment
Bullish
In short
Strong US economic data is boosting investor confidence and driving equity markets higher.
Iran Peace Talks Market Optimism
Share of coverage
—
Past 3 days
Sentiment
Bullish
In short
The potential negotiations between Iran and the U.S. to end the Middle East conflict are improving market sentiment.
Rising Bond Yields Pressure Stocks
Share of coverage
—
Past 3 days
Sentiment
Bearish
In short
Rising bond yields are currently pressuring the stock market.
Semiconductor Valuation Concerns Drag Market
Share of coverage
—
Past 3 days
Sentiment
Bearish
In short
Investors are worried about stretched valuations in the semiconductor sector, contributing to a decline in the S&P 500.
Steady
12 steady narratives · Holding a steady share of attention
Strong Earnings Driving SPX Rally
Share of coverage
6.3%
Past 3 days
Sentiment
Bullish
In short
Better-than-expected earnings reports are driving stock market gains.
Bank Earnings Sector Resilience
Share of coverage
1.8%
Past 3 days
Sentiment
Bullish
In short
Strong earnings reports from major banks indicate resilience in the financial sector.
CPI Easing Fed Pause Rally
Share of coverage
1.8%
Past 3 days
Sentiment
Bullish
In short
Positive Fed communication and contained inflation expectations will support equity market gains
SPX Earnings Infrastructure Momentum
Share of coverage
1.8%
Past 3 days
Sentiment
Bullish
In short
Focus on second-quarter earnings and infrastructure progress could sustain momentum in the equity market.
S&P 500 Bearish Trend Reversal
Share of coverage
1.3%
Past 3 days
Sentiment
Bearish
In short
The S&P 500 could change its trend from higher to lower, indicating potential bearish sentiment.
AI Infrastructure Valuation Bubble Burst
Share of coverage
0.9%
Past 3 days
Sentiment
Bearish
In short
AI infrastructure stocks that surged in Q2 are showing technical weakness and are likely to decline further in Q3
Big Tech Earnings Driving SPX Rally
Share of coverage
0.9%
Past 3 days
Sentiment
Bullish
In short
Positive earnings from major tech companies like Microsoft could set a precedent for future market performance.
Energy Sector Earnings Deceleration
Share of coverage
0.9%
Past 3 days
Sentiment
Bearish
In short
Energy sector earnings growth will decelerate in Q3 as elevated oil prices from geopolitical tensions normalize
SPX-Nasdaq Performance Divergence
Share of coverage
0.6%
Past 3 days
Sentiment
Bearish
In short
The S&P 500 is struggling to keep pace with the tech-heavy Nasdaq's rally, indicating a divergence in market performance.
US-Iran Conflict S&P Selloff
Share of coverage
0.6%
Past 3 days
Sentiment
Bearish
In short
The US-Iran war is causing the S&P 500 to lose market capitalization due to fears of prolonged conflict and higher energy prices.
Big Tech Driving SPX Records
Share of coverage
—
Past 3 days
Sentiment
Bullish
In short
The strong performances of major tech stocks are driving the S&P 500 index higher.
Iran Tensions Easing Equity Recovery
Share of coverage
—
Past 3 days
Sentiment
Bullish
In short
Market stability is returning after geopolitical tensions with Iran, supporting equity recovery
16 more narratives are Quiet (0.5% or less of S&P 500’s coverage over the last seven days) and appear in the full list.
Why Quiet is common: most narratives are not written about in a given week. A narrative needs more than 0.5% of the asset’s coverage over seven days to be anything but Quiet, and at least three articles in a week to be called Emerging, Accelerating or Fading.
More on the S&P 500 and the market
Related themes
Explore the broader themes the S&P 500 is part of.
Related assets
See the narratives and sentiment around other assets.
S&P 500 history
Weekly and monthly reviews of S&P 500’s narratives and sentiment are coming; the history page will list them as they are published.