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Daily Market Commentary

July 17, 2026

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July 17, 2026

Bonds & Stocks
A selloff in chipmakers gathered pace on Friday, driving the group that has led this year’s stock rally toward a bear market on worries that the artificial-intelligence spending spree is becoming harder to justify. The S&P 500 fell 1.2%. The yield on 10-year Treasuries declined two basis points to 4.53%.

Economy
US mortgage rates rose to the highest level in almost a year, as a flareup in tensions in the Middle East renewed concerns about inflation. The average for a 30-year fixed loan was 6.55%, up from 6.49% a week earlier, Freddie Mac said in a statement Thursday. Rates haven’t been this high since late August.

World
The US and Iran intensified their attacks beyond military targets during a sixth straight day of hostilities, increasing fears of a return to full war with no agreement reached over the Strait of Hormuz.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.