[Chart courtesy of MarketWatch.com] Stocks spent most of the day on the defensive as bond yields resumed their climb and oil prices pushed higher. Yesterday’s Treasury buyback announcement briefly calmed the bond market, but that optimism faded quickly, with long-term yields giving back those gains and reminding investors that deficits and borrowing needs remain front and center. Adding to the …
The Treasury Blinked. Gold And Bitcoin Noticed Immediately
[Chart courtesy of MarketWatch.com] Today’s market move came down to one thing: the Treasury’s decision to significantly expand its buyback program for longer-term debt. That helped push long-term yields lower, and stocks responded with modest gains, led by small caps. The bigger story, though, was the message the market seemed to take from it. As the Treasury steps more aggressively …
A Mixed Market Menu: AI Gains, Middle East Pains
[Chart courtesy of MarketWatch.com] Today’s market felt like a tug-of-war with no clear winner. Early optimism around AI helped keep the S&P 500 on steady footing, while chip names such as Micron, Nvidia, and Broadcom benefited from continued enthusiasm for the AI story. But as the day wore on, rising oil prices and renewed U.S.-Iran tensions grabbed traders’ attention. Higher …
ETF Tracker Newsletter For August 14, 2026
ETF Tracker StatSheet You can view the latest version here. RECORD HIGHS MEET RISING YIELDS: A MARKET AT ODDS WITH ITSELF [Chart courtesy of MarketWatch.com] Over coffee this morning, I’d say the market’s most impressive feat was its ability to ignore almost everything thrown at it. Retail sales came in softer than expected, Applied Materials stumbled more than 4%, …
Silver Shines While Markets Search For Their Next Catalyst
[Chart courtesy of MarketWatch.com] Markets spent most of the day waiting for clarity on the Iran situation and, unfortunately, clarity never showed up for work. Growing doubts about a near-term U.S.-Iran breakthrough kept investors cautious, while higher oil prices took center stage. With WTI crude jumping about 5% to $82, bond yields moved higher and risk appetite cooled. The major …
ETF Tracker Newsletter For August 7, 2026
ETF Tracker StatSheet You can view the latest version here. STOCKS CLIMB, GOLD SHINES, AND THE FED GETS BREATHING ROOM [Chart courtesy of MarketWatch.com] This morning, the market pulled off one of its favorite tricks: bad economic news turned into good market news. July’s jobs report was much weaker than expected, with payrolls actually shrinking and prior months revised …