Global stocks and bonds fell as rising oil prices and higher yields weighed on markets. Energy stocks outperformed, while persistent inflation reinforced expectations for a Federal Reserve rate hike.
U.S. stocks began September little changed as stronger hiring, rising Treasury yields, and oil above $90 kept investors cautious. Freedom Family Office’s weekly market recap examines sector performance, the Federal Reserve’s policy debate, and the inflation reports that could shape its next decision.
U.S. equities ended the final full week of August modestly higher as strong AI-related earnings supported technology stocks. Meanwhile, Fed Chairman Kevin Warsh’s hawkish Jackson Hole remarks reinforced the inflation fight and pushed investors to reconsider the path of interest rates.
U.S. stocks ended lower as rising Treasury yields, higher oil prices, and technology weakness pressured markets. Health care and energy bucked the trend, while investors turned their attention toward PCE inflation, GDP, Jackson Hole, and the Federal Reserve's next policy signals.
This weekly market recap examines cooler July inflation, Federal Reserve rate expectations, strong energy sector performance, mixed S&P 500 results, rising oil prices, Treasury yields, and the economic data investors will be watching in the week ahead.
U.S. stocks advanced as strong cloud-computing results renewed confidence in artificial intelligence spending. However, limited guidance from the Federal Reserve pushed longer-term Treasury yields higher, keeping volatility elevated as investors prepared for a busy week of manufacturing, services, and employment data.