Zacks Investment Management

Bonds tend to be stable and not surprising. But the recent rise in long-term government bond yields has attracted attention and concern.

Strong earnings, cautious investment trends, and concentrated leadership shape the outlook.

The much-anticipated rate cut at the Fed’s September meeting will make headlines, but won’t have a big effect on stock prices.

As the stock market still hovers around all-time highs, the economy is showing cracks—notably in consumer spending, jobs, and inflation.

Tariffs are significantly higher than they were 6 months ago, trade deals are still being negotiated, and businesses are struggling to adjust to ever-changing policies. Yet stocks continue to rally.