Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five topics that illustrate the current state of the markets, with brief commentary that can be absorbed in five minutes or less. We hope you find this high-level commentary to be beneficial and complementary to Weekly Insight and Investment Insight.

This month’s Five in Five covers the following topics:

  1. Business Formation Growing, Likely Driven by AI
  2. Lower Tariff Rates & Refunds Help Counter Rising Inflation
  3. Higher Treasury Yields – Not Just an Oil Shock Story
  4. Projected Earnings Growth: U.S. Versus Foreign
  5. Index Performance Attribution – P/E Expansion + EPS Growth

View a copy of the June Five in Five here.