From Our Point of View

This weekly market recap covers the AI-led technology selloff, hotter inflation, Treasury moves, Federal Reserve implications, and key economic data ahead.

U.S. equities reached fresh record highs as improving market breadth and a rebound in bonds helped offset renewed AI and Middle East concerns. With the Federal Reserve still signaling another potential rate hike, investors now turn to CPI, retail sales, PPI, and other key economic data.

Stocks rebounded as renewed AI enthusiasm and easing oil prices lifted sentiment, but a sharp rise in Treasury yields kept markets volatile. Here's what drove the week, what the latest economic data signals, and what investors will be watching next.

U.S. markets finished a volatile week near flat as the Federal Reserve raised interest rates for the first time since 2023 and oil remained above $100 per barrel. Technology and health care provided support, while rising Treasury yields and geopolitical uncertainty kept pressure on broader markets.

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.