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Daily Market Commentary

March 25, 2026

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March 25, 2026

Bonds & Stocks
Stocks and bonds rose while oil fell as traders trying to gauge the viability of US-Iran ceasefire talks sent global markets to a series of big swings. The S&P 500 rose 1%. The yield on 10-year Treasuries declined three basis points to 4.33%.

Economy
US mortgage rates climbed for a third straight week, pushing homefinancing costs to the highest since October and dealing a blow to both purchasing and refinancing activity. The contract rate on a 30-year mortgage rose 13 basis points to 6.43% in the week ended March 20.

World
Iran rejected a ceasefire proposal and called US talks “illogical,” according to the nation’s semi-official news agency Fars. The US had tabled a 15-point plan which covers sanctions relief, civilian nuclear cooperation, missile limits and access for shipping through 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.