Wealth Management Resources

Equities are starting to look like Secretariat at the Belmont Stakes. All major indices closed higher on the week and at all-time highs.

Equities continued climbing to new records, though small caps lagged. Inflation persists above Fed's 2% target despite rate hikes. Jobs data strong with higher payrolls/openings.

Each month we share graphs around five topics that illustrate the current state of the markets, with brief commentary that can be absorbed in five minutes or less.

Bond markets rallied with equities as inflation data calmed rate fears. Stocks powered higher led by value/smaller caps. Jobs data mixed with quits rate down but openings elevated.

Equities surge on strong NVIDIA earnings. Inflation picks up as core PCE hits 0.4% monthly increase. Rate cut odds fade as data challenges Fed's easing plans.

Over this past week, yields modestly declined. The yield on the U.S. 10‑year Treasury closed at 4.26%, which was below its yield of 4.33% a week ago.

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