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Daily Market Commentary

March 5, 2026

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March 5, 2026

Bonds & Stocks
A renewed spike in oil prices combined with data showing labor-market resilience lifted Treasury yields as stocks fell amid reduced odds of Federal Reserve rate cuts. The slide in bonds put two-year yields on pace for their biggest four-day surge since October 2024. The S&P 500 fell 0.4%. The yield on 10-year Treasuries advanced four basis points to 4.14%.

Economy
US initial jobless claims remained at a level of 213,000 in the week ended Feb. 28 after a small upward revision in the previous week, compared with expectations for a level of 215,000 in survey of analysts compiled by Bloomberg.

World
China set its most modest growth target since 1991, a tacit acknowledgment that the model powering the country’s economic rise is showing strains. The goal — a range of 4.5% to 5% — is the first formal downgrade since 2023.

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.