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June has been another month where our readers have been increasing substantially: we are now 533 active YAINers! Thank you very much, it means a lot for us knowing that what we are working on is relevant for so many people.

Despite this increase, our open rate has been in line with the previous one, highlighting that most of the new readers have been active. Whilst continuing our cleaning policy to only keep active users, we were happy to see a big jump in subscriptions around our article “The Merit of Investing in Small-Cap Stocks”.

We really would like to thank you for these results, but given the decline in the click-rates, we also would like to remind you that currently advertisements and paid subscriptions are our only form of revenues to cover operational costs. Hence, it would be greatly appreciated if you could click on any ads when you open our letters. 

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Portfolio Updates

Global financial markets charted a divergent course in June, largely driven by a widening gap in central bank policy and sharp swings in geopolitical risk. U.S. equities continued their upward march, with the S&P 500 and Nasdaq Composite climbing to fresh record highs, fueled by resilient economic data. This optimism, however, was more subdued in Europe, where bourses posted modest gains following a widely anticipated rate cut from the European Central Bank. Geopolitical tensions spiked mid-month following U.S. strikes on Iran and subsequent retaliation, though markets later rallied on news of a fragile ceasefire, which eased fears of a wider conflict and allowed investor focus to return to macroeconomic fundamentals.

This policy and geopolitical divergence was clearly reflected across other asset classes. In the bond market, U.S. Treasury yields ended the month slightly lower around 4.08%, while the German 10-year Bund yield ticked higher. The U.S. dollar weakened against the euro as interest rate differentials narrowed. In commodities, crude oil prices were volatile; prices initially surged on the escalating conflict involving Iran, threatening key transport routes like the Strait of Hormuz, before falling back to around $80 a barrel as the immediate crisis abated. Looking ahead, market participants will remain focused on inflation and employment data, which will be critical in shaping the future policy paths of the Federal Reserve and other major central banks for the remainder of the year.

Main indexes MTD and YTD

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