July 2026 - BTC Capital Management

Risk-Off Sentiment Prevails Key Takeaways Fed maintains its rate posture. Momentum within equities wavers. Second quarter earnings surprise

Double Down Market – both stock and bond prices fall Key Takeaways Chances of Fed hike rise, but it will be after Mid-terms. Job growth

Welcome to another edition of Trends Over Time, a quarterly chartbook from BTC Capital Management. Market and economic data are usually

Mega-Caps Lead as Momentum Lags Key Takeaways Oil rises on Middle East tensions. Momentum pulls back. CPI declines. The S&P 500

Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five

Markets Digest Semiconductor Sell-off Key Takeaways Semiconductors sell-off. Equity dispersion hits record. Rate hike expectations inch

Financial Markets Close Out Strong Quarter First quarter GDP exceeds expectations. Labor market stability continues. Consumer resilience

Month: July 2026