Our point of view on recent market and economic activity.

September S&P 500 futures (/ESU26) reclaimed all-time highs on Thursday off of softer than expected inflation reports.

July CPI data was tame, but PPI this morning provides a look at wholesale prices. Results could affect yields after Fed rate hike odds fell Wednesday. Retail sales are due Friday.

Stocks are modestly higher and Treasury yields are falling following this morning’s cooler-than-expected Producer Price Index (PPI) report.

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.

Rising oil and stubbornly high yields sent stocks down Tuesday for the fourth session in five as investors await today's CPI data. Headline CPI is seen at 0.1%, with core at 0.2%.

The Fed may stay on hold, but hike risks are rising. What might that mean for Treasury yields and bond portfolio positioning?

Though tomorrow's CPI data is the week's big report, several AI infrastructure firms share results later and eyes are on oil and Iran. There's little progress toward a resolution.

Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.