• Michael Hoelzl
• Art Rothschild
• Kyle Tetting
• With Max Hoelzl
• Engineered by Jason Scuglik

• Nasdaq – 25889, up 179 points or 0.7%
• S&P 500 – 7431, up 48 points or 0.6%
• Dow Jones Industrial Average – 51202, up 336 points or 0.7%
• 10-year U.S. Treasury Note – 4.48%, down 0.06 point

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

• SpaceX IPO dominates headlines
• Inflation concerns continue to pressure rate-cut expectations
• Rising energy prices remain the biggest inflation driver and are beginning to push food prices higher again.
• Consumer sentiment highlights strain on lower-income households
• University of Michigan survey data show lower-income consumers have been hit hardest by higher gasoline prices.
• Geographic concerns should not automatically disqualify investment opportunities. European indexes are less concentrated in technology and communication stocks, offering diversification benefits.

• Dave Sandstrom
• Tom Pappenfus
• Kyle Tetting
• With Max Hoelzl
• Engineered by Jason Scuglik

• Nasdaq – 25709, down 1263 points or 4.7%
• S&P 500 – 7384, down 196 points or 2.6%
• Dow Jones Industrial Average – 50867, down 166 points or 0.3%
• 10-year U.S. Treasury Note – 4.54%, up 0.08 point

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

-Markets still trading on the highs and lows of the AI trade

-Friday jobs report and continued inflamatory pressures saw 10Y treasury bump past 4.5% Friday, another threat to some growth stocks

-Space X IPO is close!

-Spending growth continues from consumers across all income brands, which brings a still persistent dislocation between spending and consumer sentiment.

• Art Rothschild
• Kendall Bauer
• Kyle Tetting
• Tom Booth
• Engineered by Blake Miller

• Nasdaq – 26973, up 629 points or 2.4%
• S&P 500 – 7580, up 107 points or 1.4%
• Dow Jones Industrial Average – 51032, up 453 points or 0.9%
• 10-year U.S. Treasury Note – 4.45%, down 0.11 point

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

-One could argue that stock prices are too high, but that doesn’t mean they can’t go higher

– Volatility remains in oil markets, but oil prices likely higher for longer

-Bond yields have climbed a bit

-Per the FBI, the rate of internet crimes is climbing, likely due to AI

-Trump Accounts are starting to become available and funding begins July 4, 2026