“The yield on the 10-year Treasury bond surged from 4.36% to nearly 4.6% during the week, with most of the damage being done on Friday, as the 10-year yield traded at its highest level since May 2025.
As of this morning's LSEG data, S&P 500 revenue growth is on track to grow +11.3% as of May 29, 2026. The +11.3% y-o-y revenue growth rate for Q1 '26 is the strongest growth rate since Q3 '22's (and zero-interest-rate-influenced) +11.7%. From early April '26 through Friday, May 29th, '26, expected technology sector revenue growth was just 3%, from 27% on April 10 to 30.3% today.
Wall Street reversed a weak start and turned positive on Thursday after reports emerged that the United States and Iran had reached a preliminary agreement aimed at extending the current ceasefire and launching negotiations over Iran's nuclear program. The S&P 500 and Nasdaq Composite both climbed to fresh record highs during the session following the news, while the Dow Jones Industrial Average traded little changed.
American banking giant Goldman Sachs has raised its 2026 year-end target for the S&P 500 as the index trades near record highs.
Speculative fervor is high but not at elevated levels pointing to a big market pullback
The hottest thing in the U.S. this summer isn't the weather — it's the rip-roaring stock market.
Ever since Big Tech went all in on artificial intelligence more than three years ago, seven companies have done the heavy lifting for overall S&P 500 earnings growth. But more recently, the other 493 names in the index have started to pull their weight.
Despite a rough start to the week, the S&P 500 rallied in the back half to post its eighth consecutive weekly gain, its longest streak since 2023. Ultimately rising 0.9%, the index is now inches away from its all-time high reached on May 14, 2026.
United States President Donald Trump declared a new stock market record on Friday, as the S&P 500 notched its eighth consecutive weekly gain, its longest winning streak since 2023.
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Zweig-DiMenna's proprietary model tells them inflation will be rising in the next 3-6 months and bond yields have not risen sufficiently to compensate investors for that
Futures gain as tech rally continues; Brent ticks up to $105