📊 This Week’s Highlights:

The bulls are still in charge, pushing the market to fresh all-time highs!

Despite the ups and downs, U.S. stock markets closed out the first half of the year on a strong note, with both the S&P 500 and Nasdaq gaining over 6% so far this year. We saw some positive momentum after news of a U.S.-Vietnam trade deal, but at the same time, weaker-than-expected private payroll numbers sparked some concern about the strength of the economy. With the tariff pause set to expire soon and deficit worries keeping Treasury yields in check, all eyes are now on the Fed. There’s growing speculation that we could see rate cuts as early as this month if job data stays weak. On the bond side, U.S. investment-grade bonds, especially in the 7- to 10-year range, are still showing some solid opportunities.

Daily charts: